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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 %
FNBOMD
351
First National Bank of Mount Dora
Florida
$209K +$209K +12,000 New
ACM
352
AlphaStar Capital Management
North Carolina
$207K +$207K +5,596 New
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$204K -$7.62K -436 -4%
WCM
354
Wealthcare Capital Management
Virginia
$195K – – –
DSC
355
Duncker Streett & Co
Missouri
$186K +$767 +44 +0.4%
PO
356
Private Ocean
California
$165K +$128K +7,348 +345%
APSP
357
Asset Planning Services (Pennsylvania)
Pennsylvania
$162K – – –
ACM
358
Armbruster Capital Management
New York
$155K -$4.04K -232 -3%
EWM
359
Evercore Wealth Management
New York
$154K – – –
CCMW
360
Cypress Capital Management (Wyoming)
Wyoming
$153K +$107K +6,144 +233%
NSB
361
Norway Savings Bank
Maine
$151K – – –
SQA
362
Simon Quick Advisors
New Jersey
$146K +$3.51K +196 +2%
HI
363
Hudock Inc
Pennsylvania
$135K +$122K +6,992 +920%
BWA
364
BDO Wealth Advisors
Florida
$133K – – –
CDIA
365
Capital Directions Investment Advisors
Georgia
$125K +$4.96K +284 +4%
SFSIG
366
San Francisco Sentry Investment Group
California
$117K +$14.3K +820 +14%
AssetMark Inc
367
AssetMark Inc
California
$113K -$59.5K -3,404 -34%
CA
368
Calton & Associates
Florida
$110K +$110K +6,044 New
CPIG
369
Chicago Partners Investment Group
Illinois
$104K -$4.06K -232 -4%
AFNAS
370
American Financial Network Advisory Services
California
$102K -$29.9K -1,708 -23%
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$87K – – –
EFSCE
372
Enterprise Financial Services Corp (EFSC)
Missouri
$87K – – –
WCG
373
Wall Capital Group
Arizona
$85K – – –
BFEC
374
Benjamin F. Edwards & Company
Missouri
$83K +$69.9K +4,024 +532%
KJWM
375
Kiley Juergens Wealth Management
Washington
$83K +$83K +4,784 New
13 14
15
16 17