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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 %
LF
101
Lee Financial
Texas
$2.08M +$1.71M +108,696 +471%
EK
102
Evensky & Katz
Florida
$2.05M -$20M -1,273,712 -91%
KF
103
Krilogy Financial
Missouri
$2.02M – – –
CWM
104
Confluence Wealth Management
Oregon
$2.02M +$878K +55,760 +77%
BlackRock
105
BlackRock
New York
$1.88M +$69.9K +4,440 +4%
TRCT
106
Tower Research Capital (TRC)
New York
$1.87M +$864K +54,860 +86%
PAM
107
Premier Asset Management
Illinois
$1.87M +$903K +57,336 +94%
BC
108
Bartlett & Co
Ohio
$1.86M +$124K +7,868 +7%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$1.8M +$1.8M +114,052 New
LIM
110
Leavell Investment Management
Alabama
$1.78M +$349K +22,132 +24%
FWP
111
FAS Wealth Partners
Kansas
$1.74M +$667K +42,344 +62%
PAG
112
Private Advisor Group
New Jersey
$1.72M +$261K +16,928 +18%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$1.68M -$50.7K -3,224 -3%
WP
114
WealthSource Partners
California
$1.66M +$1.3M +82,848 +363%
GC
115
Grimes & Company
Massachusetts
$1.61M +$18.1K +1,152 +1%
CB
116
Community Bank
New York
$1.61M +$223K +14,136 +16%
MA
117
MUFG Americas
New York
$1.6M +$1.2K +76 +0.1%
PFA
118
Pinnacle Family Advisors
Missouri
$1.55M +$271K +17,188 +21%
PA
119
Parallel Advisors
California
$1.55M +$105K +6,628 +7%
PA
120
Pinnacle Associates
New York
$1.51M +$17.3K +1,100 +1%
JPMPWA
121
J.P. Morgan Private Wealth Advisors
California
$1.51M -$13.4K -852 -0.9%
CCA
122
Cobblestone Capital Advisors
New York
$1.5M -$467K -29,672 -24%
LFA
123
Landmark Financial Advisors
Kentucky
$1.45M +$111K +7,056 +8%
SAM
124
Summit Asset Management
Tennessee
$1.42M +$758K +48,132 +114%
TFF
125
The Family Firm
Maryland
$1.34M +$1.34M +85,184 New
3 4
5
6 7