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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$1.1B
2
FMP
Financial Management Professionals
Texas
$33.4M
3
Jane Street
Jane Street
New York
$27.2M
4
PCA
Personal Capital Advisors
California
$96.5M
5
LPL Financial
LPL Financial
California
$10.9M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$178M
2
ICOA
Investment Centers of America
North Dakota
$0
3
AWMG
Alliance Wealth Management Group
New Jersey
$5.3M
4
SIA
Starfire Investment Advisers
Michigan
$0
5
QI
QS Investors
New York
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Meridian Wealth Management
Kentucky
$2.57M +$157K +9,128 +7%
PS
127
Portfolio Solutions
Michigan
$2.5M – – –
KF
128
Krilogy Financial
Missouri
$2.4M +$116K +6,656 +5%
BC
129
Burleson & Co
California
$2.37M +$2.37M +136,084 New
Mariner
130
Mariner
Kansas
$2.34M +$406K +23,288 +21%
LIM
131
Leavell Investment Management
Alabama
$2.22M +$20.6K +1,184 +0.9%
FWP
132
FAS Wealth Partners
Kansas
$2.21M +$130K +7,468 +6%
AI
133
Atria Investments
North Carolina
$2.18M +$225K +12,932 +12%
FC
134
Financial Consulate
Maryland
$2.18M +$93.1K +5,340 +4%
TSS
135
Two Sigma Securities
New York
$2.14M +$318K +18,252 +17%
PA
136
Parallel Advisors
California
$2.12M +$16.5K +944 +0.8%
WP
137
WealthSource Partners
California
$1.98M +$6.7K +384 +0.3%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$1.97M +$130K +7,496 +7%
BC
139
Bartlett & Co
Ohio
$1.97M +$6.97K +400 +0.4%
CB
140
Community Bank
New York
$1.95M +$52.6K +3,020 +3%
PAG
141
Private Advisor Group
New Jersey
$1.89M -$281K -15,836 -13%
SAM
142
Summit Asset Management
Tennessee
$1.85M +$108K +6,176 +6%
GC
143
Grimes & Company
Massachusetts
$1.82M +$55.7K +3,196 +3%
BBPWM
144
Blue Bell Private Wealth Management
Pennsylvania
$1.82M +$416K +23,880 +30%
CHA
145
Carmichael Hill & Associates
Maryland
$1.78M +$1.78M +101,996 New
PR
146
Payden & Rygel
California
$1.78M +$1.78M +102,000 New
TFF
147
The Family Firm
Maryland
$1.71M -$139 -8 -0%
BlackRock
148
BlackRock
New York
$1.71M -$42K -2,408 -2%
IAS
149
IMA Advisory Services
Colorado
$1.69M +$137K +7,860 +9%
LFA
150
Landmark Financial Advisors
Kentucky
$1.67M -$460K -26,400 -22%
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