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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

311 hedge funds and large institutions have $1.88B invested in Schwab U.S Small- Cap ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 159 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+21
Holders Change %
+7.24%
% of All Funds
7.75%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.05%
New
38
Increased
159
Reduced
85
Closed
14
Calls
$1.02M
Puts
$416K
Net Calls
+$604K
Net Calls Change
+$1.1M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$662M
2
SEI Investments
SEI Investments
Pennsylvania
$99.4M
3
Bank of America
Bank of America
North Carolina
$128M
4
BWM
BerganKDV Wealth Management
Minnesota
$11.7M
5
SHJ
Sharkey, Howes & Javer
Colorado
$27.1M

Top Sellers

1
EK
Evensky & Katz
Florida
$2.05M
2
BO
BRR OpCo
Ohio
$364K
3
AG
Advisor Group
Arizona
$2.85M
4
PCM
Pointe Capital Management
Michigan
$0
5
HSA
HBK Sorce Advisory
Pennsylvania
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
301
Horrell Capital Management
Arkansas
$8K -$13.8K -828 -63%
VIA
302
Vantage Investment Advisors
Pennsylvania
$8K – – –
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$3.47K +220 +138%
Citigroup
304
Citigroup
New York
$5K – – –
NDSI
305
Newman Dignan & Sheerar Inc
Rhode Island
$5K +$562 +35,704 +13%
NCM
306
New Capital Management
Texas
$3K +$3K +164 New
SPIA
307
Steward Partners Investment Advisory
New York
$3K +$3K +224 New
SIM
308
Sonora Investment Management
Arizona
$1.58K – – –
PCM
309
Pointe Capital Management
Michigan
– -$3.52M -228,908 Closed
ACM
310
Avalon Capital Management
California
– -$2.83M -184,060 Closed
Millennium Management
311
Millennium Management
New York
– -$409K -26,608 Closed
SIG
312
Stanford Investment Group
California
– -$316K -20,588 Closed
BW
313
Bison Wealth
Georgia
– -$292K -19,012 Closed
WA
314
Wealth Architects
California
– -$260K -16,892 Closed
GT
315
Glenmede Trust
Pennsylvania
– -$215K -14,000 Closed
ST
316
Smithfield Trust
Pennsylvania
– -$50K -3,260 Closed
Manulife (Manufacturers Life Insurance)
317
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$32K -2,072 Closed
FTUS
318
Flow Traders U.S.
New York
– -$31K -2,000 Closed
NFG
319
Next Financial Group
Texas
– -$31K -1,996 Closed
CCMW
320
Cypress Capital Management (Wyoming)
Wyoming
– -$12.1K -780 Closed
IWA
321
IBEX Wealth Advisors
New Jersey
– -$11K -740 Closed
SFPIA
322
Stevens First Principles Investment Advisors
California
– -$1K -68 Closed
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