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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.

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 Market Value Shares Shares
Change 		Shares
Change %
KFC
26
Klingenstein Fields & Co
New York
$12.8M 184,124 +21,052 +13%
MI
27
Moneywise Inc
Virginia
$12.7M 182,390 +3,546 +2%
RRWA
28
Rainey & Randall Wealth Advisors
Florida
$12.4M 178,271 +178,271 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$12.2M 174,298 +59,404 +52%
MAG
30
Mokosak Advisory Group
Iowa
$12.1M 173,520 +173,520 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$11.6M 167,004 +71,246 +74%
RWM
32
RKL Wealth Management
Pennsylvania
$11.1M 159,602 +38,333 +32%
HighTower Advisors
33
HighTower Advisors
Illinois
$11M 158,263 +14,414 +10%
LPL Financial
34
LPL Financial
California
$10.9M 156,925 +87,425 +126%
WA
35
WealthTrust-Arizona
Arizona
$10.9M 156,167 -1,895 -1%
UBS Group
36
UBS Group
Switzerland
$10.6M 152,392 +8,864 +6%
PEA
37
Pacific Edge Advisors
California
$10.2M 145,910 +145,910 New
BWA
38
BlueSky Wealth Advisors
North Carolina
$10.1M 144,460 +475 +0.3%
BWA
39
Burt Wealth Advisors
Maryland
$9.72M 139,429 +440 +0.3%
PMG
40
ProVise Management Group
Florida
$9.49M 136,145 +31,392 +30%
TPW
41
Tiller Private Wealth
Pennsylvania
$9.25M 132,613 +2,502 +2%
BTIS
42
BB&T Investment Services
North Carolina
$8.57M 122,970 +1,132 +0.9%
CHA
43
Cooper/Haims Advisors
New York
$8.48M 121,597 +121,597 New
EHPM
44
Emery Howard Portfolio Management
California
$8.47M 121,400 +190 +0.2%
CCM
45
CWH Capital Management
Washington
$8.12M 116,377 -5,461 -4%
NIC
46
Northwest Investment Counselors
Oregon
$8.02M 114,942 +3,887 +4%
AG
47
Appleton Group
Wisconsin
$7.93M 113,691 +4,042 +4%
MAS
48
Madden Advisory Services
Florida
$7.7M 110,404 +6,537 +6%
SFS
49
Summit Financial Strategies
Ohio
$7.58M 108,656 +3,567 +3%
AIP
50
Almanack Investment Partners
Pennsylvania
$7.27M 103,398 +13,771 +15%
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