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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.

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 %
ECM
76
Exchange Capital Management
Michigan
$3.59M +$1.23M +73,004 +52%
OCM
77
One Capital Management
California
$3.58M +$104K +6,152 +3%
SWA
78
Sutton Wealth Advisors
Florida
$3.53M +$169K +10,028 +5%
JWA
79
JFS Wealth Advisors
Pennsylvania
$3.52M +$147K +8,708 +4%
WC
80
Whitnell & Co
Illinois
$3.49M -$59K -3,504 -2%
PAG
81
Pinnacle Advisory Group
Maryland
$3.45M +$211K +12,544 +7%
IA
82
IFP Advisors
Florida
$3.37M +$142K +8,444 +4%
CMP
83
Courage Miller Partners
Virginia
$3.32M +$117K +6,944 +4%
DP
84
Denver PWM
Colorado
$3.14M +$3.14M +186,308 New
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$3.1M +$1.97M +116,912 +175%
IWMA
86
Ironwood Wealth Management (Arizona)
Arizona
$3.04M +$3.04M +180,664 New
FI
87
FormulaFolio Investments
Michigan
$2.99M +$1.57M +93,164 +110%
Wells Fargo
88
Wells Fargo
California
$2.95M +$251K +14,900 +9%
FIM
89
Frontier Investment Management
Texas
$2.93M +$95.6K +5,676 +3%
DIA
90
Denver Investment Advisors
Colorado
$2.9M +$17.2K +1,020 +0.6%
OIA
91
OneDigital Investment Advisors
Kansas
$2.83M +$23.3K +1,384 +0.8%
GAM
92
Garrison Asset Management
Arkansas
$2.82M -$11.9K -708 -0.4%
BAM
93
Berkshire Asset Management
Pennsylvania
$2.79M -$3.3K -196 -0.1%
NPC
94
National Planning Corporation
California
$2.68M -$1.5M -89,160 -36%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$2.63M -$498K -29,568 -16%
EK
96
Evensky & Katz
Florida
$2.59M +$457K +27,120 +21%
LF
97
Lee Financial
Texas
$2.58M +$65.5K +3,892 +3%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$2.55M -$802K -47,616 -24%
VAS
99
Valicenti Advisory Services
New York
$2.52M +$52.4K +3,112 +2%
CWM
100
Confluence Wealth Management
Oregon
$2.5M -$319K -18,968 -11%
2 3
4
5 6