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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

311 hedge funds and large institutions have $1.88B invested in Schwab U.S Small- Cap ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 159 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+21
Holders Change %
+7.24%
% of All Funds
7.75%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.05%
New
38
Increased
159
Reduced
85
Closed
14
Calls
$1.02M
Puts
$416K
Net Calls
+$604K
Net Calls Change
+$1.1M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$662M
2
SEI Investments
2
SEI Investments
Pennsylvania
$99.4M
3
Bank of America
3
Bank of America
North Carolina
$128M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$11.7M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$27.1M

Top Sellers

1
EK
1
Evensky & Katz
Florida
$2.05M
2
BO
2
BRR OpCo
Ohio
$364K
3
AG
3
Advisor Group
Arizona
$2.85M
4
PCM
4
Pointe Capital Management
Michigan
$0
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$10.9M +$1.08M +68,584 +11%
PMG
27
ProVise Management Group
Florida
$10.6M +$3.27M +207,772 +45%
MI
28
Moneywise Inc
Virginia
$10.5M +$236K +15,012 +2%
WA
29
WealthTrust-Arizona
Arizona
$9.98M +$32.8K +2,084 +0.3%
MAM
30
Marquette Asset Management
Minnesota
$8.67M -$72.5K -4,604 -0.8%
TPW
31
Tiller Private Wealth
Pennsylvania
$8.27M -$156K -9,916 -2%
BWA
32
Burt Wealth Advisors
Maryland
$8.21M +$85.7K +5,440 +1%
SI
33
SII Investments
Wisconsin
$8.2M +$433K +27,508 +6%
BWA
34
BlueSky Wealth Advisors
North Carolina
$7.96M +$117K +7,460 +1%
HSA
35
HBK Sorce Advisory
Pennsylvania
$7.37M -$2.85M -180,744 -28%
HighTower Advisors
36
HighTower Advisors
Illinois
$7.27M -$84K -5,324 -1%
EHPM
37
Emery Howard Portfolio Management
California
$7.14M +$317K +20,108 +5%
AG
38
Appleton Group
Wisconsin
$7.03M -$283K -17,944 -4%
NIC
39
Northwest Investment Counselors
Oregon
$6.76M -$270K -17,128 -4%
WCWM
40
Wooster Corthell Wealth Management
Connecticut
$6.2M -$36.3K -2,304 -0.6%
MAS
41
Madden Advisory Services
Florida
$6M +$110K +6,988 +2%
SFS
42
Summit Financial Strategies
Ohio
$5.86M +$16.9K +1,072 +0.3%
SJIM
43
St. Johns Investment Management
Florida
$5.76M +$618K +39,240 +12%
MFT
44
Moisand Fitzgerald Tamayo
Florida
$5.71M -$402K -25,560 -7%
MWM
45
Meridian Wealth Management
Kentucky
$5.64M -$19.5K -1,236 -0.3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$5.52M -$1.46M -92,536 -21%
PA
47
Planning Alternatives
Michigan
$5.5M -$5.29K -336 -0.1%
Morgan Stanley
48
Morgan Stanley
New York
$5.46M +$903K +57,344 +20%
ADL
49
Asset Dedication LLC
California
$4.95M +$162K +10,264 +3%
BFG
50
Bouchey Financial Group
New York
$4.93M -$62.7K -3,984 -1%
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