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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$662M
2
SEI Investments
SEI Investments
Pennsylvania
$99.4M
3
Bank of America
Bank of America
North Carolina
$128M
4
BWM
BerganKDV Wealth Management
Minnesota
$11.7M
5
SHJ
Sharkey, Howes & Javer
Colorado
$27.1M

Top Sellers

1
EK
Evensky & Katz
Florida
$2.05M
2
BO
BRR OpCo
Ohio
$364K
3
AG
Advisor Group
Arizona
$2.85M
4
PCM
Pointe Capital Management
Michigan
$0
5
HSA
HBK Sorce Advisory
Pennsylvania
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$1.31M -$260K -16,496 -17%
SFSG
127
Stearns Financial Services Group
North Carolina
$1.31M +$50.5K +3,208 +4%
FA
128
Fagan Associates
New York
$1.3M +$227K +14,392 +21%
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$1.28M +$459K +29,184 +56%
HR
130
Howe & Rusling
New York
$1.27M +$183K +11,600 +17%
FANJ
131
Financial Architects (New Jersey)
New Jersey
$1.25M +$798K +50,684 +178%
BJ
132
Brouwer & Janachowski
California
$1.22M -$62.6K -3,976 -5%
CCM
133
Condor Capital Management
New Jersey
$1.2M -$32.2K -2,048 -3%
AA
134
Alesco Advisors
New York
$1.19M +$36.6K +2,324 +3%
PWMAG
135
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M – – –
FC
136
Financial Consulate
Maryland
$1.16M +$28.8K +1,828 +3%
BCMO
137
Buckingham Capital Management (Ohio)
Ohio
$1.16M +$190K +12,084 +20%
SMG
138
Spectrum Management Group
Indiana
$1.13M -$37.8K -2,400 -3%
APP
139
Avantax Planning Partners
Iowa
$1.12M -$31.9K -2,028 -3%
BBA
140
BLB&B Advisors
Pennsylvania
$1.07M -$24.6K -1,560 -2%
AOWM
141
Alpha Omega Wealth Management
Virginia
$1.07M – – –
SEIA
142
Signature Estate & Investment Advisors
California
$1.04M +$37.9K +2,404 +4%
TYCC
143
Texas Yale Capital Corp
Florida
$1.04M +$565K +35,868 +119%
FC
144
FCA Corp
Texas
$1.03M +$18.7K +1,188 +2%
MAS
145
Managed Account Services
Florida
$1.02M -$41.3K -2,620 -4%
WAM
146
Watermark Asset Management
California
$1.01M +$1.01M +64,064 New
GA
147
Gateway Advisory
New Jersey
$1M -$815K -52,316 -45%
AIS
148
Accurate Investment Solutions
Pennsylvania
$1M +$627K +39,828 +167%
IAS
149
IMA Advisory Services
Colorado
$989K +$989K +62,828 New
AI
150
Atria Investments
North Carolina
$974K +$974K +61,872 New
4 5
6
7 8