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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.

New
Increased
Maintained
Reduced
Closed
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 %
TFF
126
The Family Firm
Maryland
$1.66M +$308K +18,272 +23%
PA
127
Pinnacle Associates
New York
$1.62M +$3.5K +208 +0.2%
SI
128
SII Investments
Wisconsin
$1.55M -$103K -6,104 -6%
PFT
129
Providence First Trust
Arizona
$1.53M – – –
CCA
130
Cobblestone Capital Advisors
New York
$1.52M -$63.5K -3,772 -4%
CWM
131
Cabot Wealth Management
Massachusetts
$1.51M +$324K +19,220 +27%
IAS
132
IMA Advisory Services
Colorado
$1.5M +$230K +13,652 +18%
Citadel Advisors
133
Citadel Advisors
Florida
$1.5M +$243K +14,404 +19%
PAM
134
Premier Asset Management
Illinois
$1.47M +$12.5K +744 +0.9%
FA
135
Fagan Associates
New York
$1.45M +$51K +3,028 +4%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$1.4M +$112K +6,628 +9%
SFSG
137
Stearns Financial Services Group
North Carolina
$1.4M +$27.1K +1,608 +2%
FC
138
FCA Corp
Texas
$1.38M +$125K +7,448 +10%
FANJ
139
Financial Architects (New Jersey)
New Jersey
$1.37M -$30.2K -1,792 -2%
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$1.35M -$307K -18,224 -19%
ZB
141
Zions Bancorporation
Utah
$1.35M – – –
AA
142
Alesco Advisors
New York
$1.34M +$62.6K +3,716 +5%
HR
143
Howe & Rusling
New York
$1.31M +$32K +1,900 +2%
SAM
144
Smithbridge Asset Management
Pennsylvania
$1.29M +$1.29M +76,800 New
US Bancorp
145
US Bancorp
Minnesota
$1.29M +$170K +10,116 +15%
CCM
146
Condor Capital Management
New Jersey
$1.28M -$15.2K -900 -1%
PWMAG
147
Pinnacle Wealth Management Advisory Group
New Jersey
$1.27M +$17.6K +1,044 +1%
MAS
148
Managed Account Services
Florida
$1.23M +$102K +6,068 +9%
SMG
149
Spectrum Management Group
Indiana
$1.21M – – –
JPMPWA
150
J.P. Morgan Private Wealth Advisors
California
$1.18M -$155K -9,200 -12%
4 5
6
7 8