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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 %
WTC
401
WhitTier Trust Company
Nevada
$21K – – –
SFPIA
402
Stevens First Principles Investment Advisors
California
$21K +$21K +1,200 New
VCM
403
Versant Capital Management
Arizona
$21K +$21K +1,240 New
AWM
404
AllSquare Wealth Management
New York
$19K +$19K +1,084 New
SPIA
405
Steward Partners Investment Advisory
New York
$17K +$3.59K +212 +27%
GI
406
Gradient Investments
Minnesota
$17K +$17K +964 New
SPI
407
Santori & Peters Inc
Pennsylvania
$17K +$17K +1,036 New
WA
408
Winfield Associates
Ohio
$14K – – –
CTC
409
Central Trust Company
Missouri
$14K +$14K +824 New
TSW
410
Thompson Siegel & Walmsley
Virginia
$13K – – –
MWM
411
MinichMacGregor Wealth Management
New York
$13K – – –
TCM
412
TD Capital Management
Tennessee
$12K – – –
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$72 +4 +0.7%
BWM
414
Baystate Wealth Management
Massachusetts
$10K – – –
MSFP
415
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
KFA
416
Kabarec Financial Advisors
Illinois
$10K +$10K +552 New
Manulife (Manufacturers Life Insurance)
417
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$4.36K +264 +120%
LFA
418
Legacy Financial Advisors
Kentucky
$8K +$8K +472 New
ME
419
McIlrath & Eck
Washington
$7K +$7K +412 New
HCM
420
Horrell Capital Management
Arkansas
$6K – – –
GWS
421
Glassman Wealth Services
Virginia
$5K – – –
CFD
422
Creative Financial Designs
Indiana
$3K – – –
VIA
423
Vantage Investment Advisors
Pennsylvania
$2K -$7.57K -424 -79%
GRP
424
Global Retirement Partners
California
$2K +$2K +120 New
SIM
425
Sonora Investment Management
Arizona
$1.74K – – –
14 15 16
17
18