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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

360 hedge funds and large institutions have $2.25B invested in Schwab U.S Small- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
8.99%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
1.02%
New
40
Increased
184
Reduced
98
Closed
11
Calls
$870K
Puts
$647K
Net Calls
+$223K
Net Calls Change
-$422K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$948M
2
SEI Investments
2
SEI Investments
Pennsylvania
$187M
3
TAT
3
TD Ameritrade Trust
Colorado
$29.6M
4
QAM
4
QCI Asset Management
New York
$17.8M
5
PCA
5
Personal Capital Advisors
California
$80.2M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$78K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Jane Street
3
Jane Street
New York
$2.46M
4
AA
4
Apriem Advisors
California
$369K
5
Creative Planning
5
Creative Planning
Kansas
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
51
Investment Centers of America
North Dakota
$5.7M +$805K +47,920 +16%
Morgan Stanley
52
Morgan Stanley
New York
$5.7M +$58.5K +3,476 +1%
NDSI
53
Newman Dignan & Sheerar Inc
Rhode Island
$5.62M +$171K +10,172 +3%
MM
54
Meridian Management
Arkansas
$5.59M +$349K +20,744 +7%
NSAM
55
North Star Asset Management
Wisconsin
$5.47M +$258K +15,300 +5%
KBFS
56
Kohmann Bosshard Financial Services
Ohio
$5.42M +$5.42M +321,860 New
CFMC
57
Curbstone Financial Management Corp
New Hampshire
$5.28M +$2.69M +159,600 +104%
BFG
58
Bouchey Financial Group
New York
$5.21M -$12.7K -756 -0.2%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$5.18M +$165K +9,788 +3%
ADL
60
Asset Dedication LLC
California
$5.03M -$194K -11,532 -4%
PFM
61
Parsec Financial Management
North Carolina
$4.86M +$38K +2,256 +0.8%
AWM
62
Avior Wealth Management
Nebraska
$4.86M +$89.7K +5,328 +2%
LPL Financial
63
LPL Financial
California
$4.68M -$522K -31,000 -10%
FF
64
Friedenthal Financial
New Jersey
$4.45M +$396K +23,540 +10%
BCMO
65
Buckingham Capital Management (Ohio)
Ohio
$4.35M +$1.86M +110,492 +75%
CFA
66
Cahill Financial Advisors
Minnesota
$4.31M -$145K -8,584 -3%
SFG
67
Sage Financial Group
Pennsylvania
$4.28M +$646K +38,368 +18%
PCM
68
Peak Capital Management
Colorado
$4.18M +$599K +35,556 +17%
AFS
69
Access Financial Services
Minnesota
$4.08M +$867K +51,500 +27%
BSB
70
Bangor Savings Bank
Maine
$3.92M +$369K +21,908 +10%
SIA
71
Starfire Investment Advisers
Michigan
$3.76M -$9.57K -568 -0.3%
Creative Planning
72
Creative Planning
Kansas
$3.76M -$5.1M -302,716 -58%
SFA
73
Sequoia Financial Advisors
Ohio
$3.7M -$998K -59,240 -21%
TCM
74
Tradewinds Capital Management
Washington
$3.65M -$135K -7,988 -4%
ML
75
McAdam LLC
Pennsylvania
$3.64M +$331K +19,648 +10%
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