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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

360 hedge funds and large institutions have $2.25B invested in Schwab U.S Small- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
8.99%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
1.02%
New
40
Increased
184
Reduced
98
Closed
11
Calls
$870K
Puts
$647K
Net Calls
+$223K
Net Calls Change
-$422K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$948M
2
SEI Investments
2
SEI Investments
Pennsylvania
$187M
3
TAT
3
TD Ameritrade Trust
Colorado
$29.6M
4
QAM
4
QCI Asset Management
New York
$17.8M
5
PCA
5
Personal Capital Advisors
California
$80.2M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$78K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Jane Street
3
Jane Street
New York
$2.46M
4
AA
4
Apriem Advisors
California
$369K
5
Creative Planning
5
Creative Planning
Kansas
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
301
Asset Planning Services (Pennsylvania)
Pennsylvania
$156K +$336 +20 +0.2%
ACM
302
Armbruster Capital Management
New York
$154K -$4.25K -252 -3%
EWM
303
Evercore Wealth Management
New York
$149K – – –
NSB
304
Norway Savings Bank
Maine
$146K -$9.35K -556 -6%
WOC
305
West Oak Capital
California
$135K -$2.36K -140 -2%
SQA
306
Simon Quick Advisors
New Jersey
$134K -$3.43K -204 -2%
BWA
307
BDO Wealth Advisors
Florida
$128K – – –
AFNAS
308
American Financial Network Advisory Services
California
$127K +$127K +7,540 New
CDIA
309
Capital Directions Investment Advisors
Georgia
$116K +$4.52K +268 +4%
CPIG
310
Chicago Partners Investment Group
Illinois
$104K +$103K +6,116 +9,556%
SFSIG
311
San Francisco Sentry Investment Group
California
$99K +$99K +5,900 New
OAM
312
Oppenheimer Asset Management
New York
$94K – – –
GBBWRPM
313
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$85K -$25K -1,488 -23%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$84K – – –
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$84K +$30.2K +1,792 +56%
WCG
316
Wall Capital Group
Arizona
$82K – – –
SSB
317
Sandy Spring Bank
Maryland
$79K – – –
FMP
318
Financial Management Professionals
Texas
$78K -$28.3M -1,698,368 -100%
PAI
319
Pittenger & Anderson Inc
Nebraska
$77K +$5.04K +300 +7%
TWA
320
TCI Wealth Advisors
Arizona
$72K -$21.3K -1,264 -23%
IWM
321
IHT Wealth Management
Illinois
$71K +$56.3K +3,328 +383%
RFA
322
Reilly Financial Advisors
California
$60K -$1.42K -84 -2%
WEC
323
Winslow Evans & Crocker
Massachusetts
$55.9K -$9.1K -540 -14%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$54K -$14K -828 -21%
CCMW
325
Cypress Capital Management (Wyoming)
Wyoming
$44K +$43.3K +2,600 +6,500%
11 12
13
14 15