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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 %
FA
426
Fagan Associates
New York
$1.64K +$133 +7,616 +9%
BCMIO
427
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
MOS
428
MGO One Seven
Ohio
$1K +$1K +32 New
GEA
429
Glen Eagle Advisors
New Jersey
$907 +$907 +52 New
ICOA
430
Investment Centers of America
North Dakota
– -$5.7M -339,204 Closed
SIA
431
Starfire Investment Advisers
Michigan
– -$3.76M -223,488 Closed
NPC
432
National Planning Corporation
California
– -$2.68M -158,884 Closed
BCP
433
Berkeley Capital Partners
Georgia
– -$1.17M -69,720 Closed
PP
434
Pension Partners
New York
– -$1.17M -69,720 Closed
FFM
435
Fullerton Fund Management
Singapore
– -$1.11M -66,000 Closed
PFA
436
Pure Financial Advisors
California
– -$345K -20,460 Closed
HFS
437
HL Financial Services
Kentucky
– -$258K -15,300 Closed
FTUS
438
Flow Traders U.S.
New York
– -$241K -14,328 Closed
BO
439
BRR OpCo
Ohio
– -$233K -13,860 Closed
WOC
440
West Oak Capital
California
– -$135K -8,000 Closed
OAM
441
Oppenheimer Asset Management
New York
– -$94K -5,568 Closed
GBBWRPM
442
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$85K -5,056 Closed
BF
443
BOK Financial
Oklahoma
– -$38K -2,264 Closed
Simplex Trading
444
Simplex Trading
Illinois
– -$14K -848 Closed
BA
445
Bristlecone Advisors
Washington
– -$1K -68 Closed
14 15 16 17
18