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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 %
AMG
101
Asset Management Group
Connecticut
$2.49M +$49.3K +2,928 +2%
Jane Street
102
Jane Street
New York
$2.46M -$7.55M -448,216 -75%
MA
103
MUFG Americas
New York
$2.43M +$213K +12,628 +10%
PS
104
Portfolio Solutions
Michigan
$2.42M -$6.33K -376 -0.3%
MWM
105
Meridian Wealth Management
Kentucky
$2.36M -$3.28M -193,876 -58%
HIC
106
Hartline Investment Corp
Illinois
$2.27M -$145K -8,588 -6%
KF
107
Krilogy Financial
Missouri
$2.21M -$51.9K -3,080 -2%
LIM
108
Leavell Investment Management
Alabama
$2.12M -$88.8K -5,272 -4%
VNA
109
Valley National Advisers
Pennsylvania
$2.11M -$176K -10,472 -8%
PAG
110
Private Advisor Group
New Jersey
$2.08M +$133K +7,860 +7%
LFA
111
Landmark Financial Advisors
Kentucky
$2.06M +$346K +20,512 +20%
PA
112
Parallel Advisors
California
$2.02M +$127K +7,572 +7%
FC
113
Financial Consulate
Maryland
$2.02M +$77.7K +4,616 +4%
FWP
114
FAS Wealth Partners
Kansas
$2.01M +$55.5K +3,292 +3%
WP
115
WealthSource Partners
California
$1.91M +$116K +6,900 +6%
BC
116
Bartlett & Co
Ohio
$1.9M -$110K -6,520 -5%
AI
117
Atria Investments
North Carolina
$1.89M +$576K +34,184 +44%
Mariner
118
Mariner
Kansas
$1.87M +$76.6K +4,548 +4%
CB
119
Community Bank
New York
$1.84M +$108K +6,412 +6%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$1.8M -$18.9K -1,120 -1%
TSS
121
Two Sigma Securities
New York
$1.76M +$1.76M +104,440 New
AA
122
Advisory Alpha
Michigan
$1.76M +$855K +50,856 +95%
GC
123
Grimes & Company
Massachusetts
$1.71M +$1.62K +96 +0.1%
BlackRock
124
BlackRock
New York
$1.69M -$232K -13,752 -12%
SAM
125
Summit Asset Management
Tennessee
$1.68M +$78.9K +4,684 +5%
3 4
5
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