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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.

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 %
BSB
76
Bangor Savings Bank
Maine
$3.18M +$307K +19,488 +11%
JWA
77
JFS Wealth Advisors
Pennsylvania
$3.16M – – –
KKAMG
78
Kernodle & Katon Asset Management Group
Arkansas
$3.08M -$252K -16,036 -8%
Creative Planning
79
Creative Planning
Kansas
$3M +$1.48M +93,716 +97%
AWMG
80
Alliance Wealth Management Group
New Jersey
$2.96M +$2.96M +185,280 New
SWA
81
Sutton Wealth Advisors
Florida
$2.92M +$275K +17,468 +10%
AG
82
Advisor Group
Arizona
$2.85M -$4.12M -261,828 -59%
PAG
83
Pinnacle Advisory Group
Maryland
$2.83M +$681K +43,248 +32%
CMP
84
Courage Miller Partners
Virginia
$2.81M +$32.7K +2,080 +1%
IA
85
IFP Advisors
Florida
$2.75M +$310K +19,664 +13%
Wells Fargo
86
Wells Fargo
California
$2.72M -$581K -36,892 -18%
DIA
87
Denver Investment Advisors
Colorado
$2.7M -$113K -7,200 -4%
GAM
88
Garrison Asset Management
Arkansas
$2.67M -$17.9K -1,136 -0.7%
PCA
89
Personal Capital Advisors
California
$2.67M +$2.67M +170,948 New
ML
90
McAdam LLC
Pennsylvania
$2.67M +$67.8K +4,308 +3%
SFG
91
Sage Financial Group
Pennsylvania
$2.62M +$146K +9,288 +6%
BAM
92
Berkshire Asset Management
Pennsylvania
$2.61M +$2.61M +165,628 New
AFS
93
Access Financial Services
Minnesota
$2.57M +$509K +32,316 +25%
FIM
94
Frontier Investment Management
Texas
$2.48M +$243K +15,472 +11%
VNA
95
Valley National Advisers
Pennsylvania
$2.38M -$776K -49,300 -25%
CFMC
96
Curbstone Financial Management Corp
New Hampshire
$2.35M +$144K +9,140 +7%
PS
97
Portfolio Solutions
Michigan
$2.27M – – –
VAS
98
Valicenti Advisory Services
New York
$2.24M +$356K +22,596 +19%
AMG
99
Asset Management Group
Connecticut
$2.18M -$186K -11,820 -8%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$2.09M +$339K +21,548 +19%
2 3
4
5 6