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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 Holding Trade Value Shares
Change 		Shares
Change %
NWS
76
Newport Wealth Strategies
California
$5.06M +$5.06M +282,396 New
AWM
77
Avior Wealth Management
Nebraska
$4.99M -$36.7K -2,104 -0.7%
ACG
78
Allen Capital Group
Nebraska
$4.73M +$4.73M +271,264 New
FF
79
Friedenthal Financial
New Jersey
$4.63M +$29.1K +1,668 +0.6%
Creative Planning
80
Creative Planning
Kansas
$4.49M +$600K +34,424 +15%
SBL
81
Sargent Bickham Lagudis
Colorado
$4.46M +$3.98M +228,360 +828%
Citadel Advisors
82
Citadel Advisors
Florida
$4.4M +$2.85M +163,304 +184%
HIC
83
Hartline Investment Corp
Illinois
$4.36M +$2.01M +115,140 +86%
ECM
84
Exchange Capital Management
Michigan
$4.32M +$600K +34,428 +16%
AFS
85
Access Financial Services
Minnesota
$4.28M +$61.8K +3,544 +1%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$4.25M +$1.61M +92,156 +61%
PCM
87
Peak Capital Management
Colorado
$4.18M – – –
BSB
88
Bangor Savings Bank
Maine
$4.17M +$107K +6,140 +3%
PAG
89
Pinnacle Advisory Group
Maryland
$3.89M +$322K +18,480 +9%
SFA
90
Sequoia Financial Advisors
Ohio
$3.86M +$31.4K +1,800 +0.8%
AIA
91
Arcadia Investment Advisors
Idaho
$3.83M +$3.83M +219,392 New
SWA
92
Sutton Wealth Advisors
Florida
$3.79M +$138K +7,888 +4%
JWA
93
JFS Wealth Advisors
Pennsylvania
$3.77M +$128K +7,348 +4%
FI
94
FormulaFolio Investments
Michigan
$3.77M +$672K +38,520 +22%
IA
95
IFP Advisors
Florida
$3.76M +$269K +15,452 +8%
TRCT
96
Tower Research Capital (TRC)
New York
$3.74M +$3.41M +195,612 +1,025%
ML
97
McAdam LLC
Pennsylvania
$3.64M – – –
WC
98
Whitnell & Co
Illinois
$3.57M -$43.2K -2,476 -1%
CMP
99
Courage Miller Partners
Virginia
$3.56M +$120K +6,904 +4%
OCM
100
One Capital Management
California
$3.53M -$170K -9,768 -5%
2 3
4
5 6