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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 %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$4.76M +$190K +12,080 +4%
LPL Financial
52
LPL Financial
California
$4.67M -$2.61M -167,212 -36%
NSAM
53
North Star Asset Management
Wisconsin
$4.62M +$404K +25,680 +10%
BTIS
54
BB&T Investment Services
North Carolina
$4.58M +$4.58M +290,512 New
MM
55
Meridian Management
Arkansas
$4.53M -$1.71M -108,552 -27%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$4.52M +$866K +54,976 +24%
NPC
57
National Planning Corporation
California
$4.52M -$48K -3,084 -1%
SFA
58
Sequoia Financial Advisors
Ohio
$4.38M +$1.16M +73,772 +36%
AWM
59
Avior Wealth Management
Nebraska
$4.29M -$13.5K -860 -0.3%
ICOA
60
Investment Centers of America
North Dakota
$4.29M +$330K +20,932 +8%
PFM
61
Parsec Financial Management
North Carolina
$4.15M +$215K +13,668 +5%
FF
62
Friedenthal Financial
New Jersey
$4.14M -$26.5K -1,684 -0.6%
CFA
63
Cahill Financial Advisors
Minnesota
$4.13M -$368K -23,400 -8%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$3.79M +$3.79M +240,680 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$3.72M -$5.79K -368 -0.2%
KBFS
66
Kohmann Bosshard Financial Services
Ohio
$3.71M +$196K +12,436 +6%
RWM
67
RKL Wealth Management
Pennsylvania
$3.62M +$1.96M +124,704 +118%
SIC
68
Salem Investment Counselors
North Carolina
$3.61M +$168K +10,756 +5%
HIC
69
Hartline Investment Corp
Illinois
$3.6M +$1.28M +81,408 +55%
VWM
70
Venturi Wealth Management
Texas
$3.58M +$1.71M +110,112 +92%
SBL
71
Sargent Bickham Lagudis
Colorado
$3.55M -$2.11M -133,820 -37%
SIA
72
Starfire Investment Advisers
Michigan
$3.44M -$117K -7,568 -3%
TCM
73
Tradewinds Capital Management
Washington
$3.4M -$141K -8,956 -4%
OCM
74
One Capital Management
California
$3.33M +$35.6K +2,264 +1%
WC
75
Whitnell & Co
Illinois
$3.32M +$272K +17,264 +9%
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