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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 %
OIA
101
OneDigital Investment Advisors
Kansas
$3.47M +$538K +30,864 +18%
BCP
102
Blackhawk Capital Partners
Wisconsin
$3.43M +$3.43M +196,796 New
DP
103
Denver PWM
Colorado
$3.36M +$123K +7,084 +4%
BAM
104
Berkshire Asset Management
Pennsylvania
$3.34M +$449K +25,744 +16%
FIM
105
Frontier Investment Management
Texas
$3.29M +$264K +15,116 +9%
GAM
106
Garrison Asset Management
Arkansas
$3.06M +$144K +8,272 +5%
NF
107
Nikulski Financial
Iowa
$3.05M +$3.05M +174,760 New
EK
108
Evensky & Katz
Florida
$3.04M +$362K +20,788 +14%
SHA
109
Seneca House Advisors
Virginia
$3.01M +$3.01M +172,820 New
CWM
110
Confluence Wealth Management
Oregon
$3.01M +$422K +24,224 +16%
DIA
111
Denver Investment Advisors
Colorado
$2.99M -$13.9K -800 -0.5%
CMBA
112
C.M. Bidwell & Associates
Hawaii
$2.94M +$2.94M +168,644 New
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$2.93M +$205K +11,776 +8%
CFMC
114
Curbstone Financial Management Corp
New Hampshire
$2.92M -$2.54M -145,900 -47%
PP
115
PrairieView Partners
Minnesota
$2.91M +$2.91M +166,836 New
Wells Fargo
116
Wells Fargo
California
$2.9M -$147K -8,448 -5%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$2.84M -$362K -20,788 -11%
LF
118
Lee Financial
Texas
$2.82M +$144K +8,240 +5%
LFGH
119
Lee Financial Group Hawaii
Hawaii
$2.75M +$2.75M +157,452 New
MA
120
MUFG Americas
New York
$2.7M +$176K +10,108 +7%
AMG
121
Asset Management Group
Connecticut
$2.66M +$88.4K +5,072 +3%
VAS
122
Valicenti Advisory Services
New York
$2.64M +$29.1K +1,668 +1%
VNA
123
Valley National Advisers
Pennsylvania
$2.63M +$445K +25,524 +20%
SWM
124
SeaCrest Wealth Management
New York
$2.62M +$2.62M +150,220 New
CFA
125
Cahill Financial Advisors
Minnesota
$2.61M -$1.85M -106,044 -41%
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5
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