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

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$178M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$5.3M
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
QI
5
QS Investors
New York
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIC
326
ZWJ Investment Counsel
Georgia
$279K – – –
SWP
327
Stratos Wealth Partners
Ohio
$279K +$21.2K +1,220 +8%
AA
328
Apriem Advisors
California
$277K -$105K -6,000 -27%
FWCM
329
Ferguson Wellman Capital Management
Oregon
$275K +$62.8K +3,600 +30%
ZIM
330
Zacks Investment Management
Illinois
$269K +$269K +15,404 New
SAM
331
Sawgrass Asset Management
Florida
$267K +$16K +920 +6%
HCM
332
Hengehold Capital Management
Ohio
$265K -$4.4K -252 -2%
Calamos Advisors
333
Calamos Advisors
Illinois
$263K +$7.25K +416 +3%
PFC
334
Phocas Financial Corp
California
$260K +$260K +14,940 New
CCM
335
Carlson Capital Management
Minnesota
$259K -$4.54K -260 -2%
CIR
336
Clear Investment Research
Georgia
$257K – – –
CAM
337
Cubic Asset Management
Massachusetts
$255K – – –
CA
338
Cetera Advisors
Colorado
$255K – – –
MML Investors Services
339
MML Investors Services
Massachusetts
$244K -$12.5K -716 -5%
KM
340
Kalos Management
Georgia
$238K +$238K +14,092 New
JC
341
Jentner Corp
Ohio
$236K +$236K +13,420 New
HWA
342
Heritage Way Advisors
Illinois
$234K -$2.59K -148 -1%
Fidelity Investments
343
Fidelity Investments
Massachusetts
$233K +$233K +13,272 New
NEGWA
344
New England Guild Wealth Advisors
Connecticut
$230K +$230K +13,208 New
CG
345
Colony Group
Massachusetts
$223K -$3.48K -200 -2%
CHJWM
346
Carlton Hofferkamp & Jenks Wealth Management
Texas
$221K +$221K +12,708 New
GWCM
347
Godshalk Welsh Capital Management
Pennsylvania
$220K – – –
AIM
348
AMI Investment Management
Indiana
$219K +$5.58K +320 +3%
FC
349
Forte Capital
New York
$216K +$1.6K +92 +0.7%
PCP
350
Proficio Capital Partners
Massachusetts
$209K – – –
12 13
14
15 16