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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

435 hedge funds and large institutions have $2.7B invested in Schwab U.S Small- Cap ETF in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 217 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+75
Holders Change %
+20.83%
% of All Funds
9.88%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
95
Increased
217
Reduced
76
Closed
16
Calls
$502K
Puts
$432K
Net Calls
+$70K
Net Calls Change
-$153K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.1B
2
FMP
Financial Management Professionals
Texas
$33.4M
3
Jane Street
Jane Street
New York
$27.2M
4
PCA
Personal Capital Advisors
California
$96.5M
5
LPL Financial
LPL Financial
California
$10.9M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$178M
2
ICOA
Investment Centers of America
North Dakota
$0
3
AWMG
Alliance Wealth Management Group
New Jersey
$5.3M
4
SIA
Starfire Investment Advisers
Michigan
$0
5
QI
QS Investors
New York
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
301
Legacy Financial Strategies
Kansas
$366K +$366K +20,968 New
RPA
302
Rock Point Advisors
Vermont
$364K -$26.7K -1,528 -7%
AIA
303
Armor Investment Advisors
North Carolina
$364K +$20.9K +1,200 +6%
PIM
304
Penobscot Investment Management
Massachusetts
$359K -$5.37K -308 -1%
HB
305
Homrich & Berg
Georgia
$357K +$12K +688 +3%
TIA
306
Tiemann Investment Advisors
California
$352K -$6.97K -400 -2%
FPCG
307
Fort Pitt Capital Group
Pennsylvania
$339K +$339K +19,436 New
JWM
308
Janiczek Wealth Management
Colorado
$333K -$698 -40 -0.2%
4IG
309
440 Investment Group
Kansas
$328K – – –
TIM
310
Tortoise Investment Management
New York
$328K +$39.8K +2,284 +14%
CCA
311
Clearwater Capital Advisors
Illinois
$320K +$10.5K +600 +3%
OFG
312
Oxford Financial Group
Indiana
$315K +$2.09K +120 +0.7%
S
313
SignatureFD
Georgia
$312K -$25.3K -1,452 -8%
EAM
314
Evanson Asset Management
California
$312K +$697 +40 +0.2%
CIC
315
Carnegie Investment Counsel
Ohio
$310K +$46.6K +2,720 +18%
EWA
316
EP Wealth Advisors
California
$308K +$308K +17,652 New
GIA
317
GHP Investment Advisors
Colorado
$305K +$305K +17,476 New
DIA
318
Davidson Investment Advisors
Montana
$302K +$77K +4,420 +34%
W
319
Wealthfront
California
$297K +$44.1K +2,528 +17%
FRA
320
Front Row Advisors
California
$295K +$295K +16,904 New
PV
321
Private Vista
Illinois
$294K +$4.32K +248 +1%
PWM
322
Perigon Wealth Management
California
$290K +$90.5K +5,200 +45%
FG
323
Fiduciary Group
Georgia
$286K -$10.5K -600 -4%
CAM
324
Carret Asset Management
New York
$281K – – –
CA
325
Continuum Advisory
Idaho
$279K -$5.44K -312 -2%
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13
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