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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 %
CWM
151
Cabot Wealth Management
Massachusetts
$968K +$123K +7,816 +15%
FCI
152
Financial Counselors Inc
Kansas
$951K -$55.1K -3,500 -5%
FI
153
FormulaFolio Investments
Michigan
$923K +$298K +18,908 +48%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$917K +$917K +58,264 New
LPIC
155
LeJeune Puetz Investment Counsel
Michigan
$899K -$63 -4 -0%
MCM
156
Mengis Capital Management
Oregon
$898K +$10.7K +680 +1%
IWM
157
Integrated Wealth Management
California
$885K +$114K +7,244 +15%
KWM
158
Kingsview Wealth Management
Oregon
$864K +$864K +54,900 New
BFPW
159
BOK Financial Private Wealth
Colorado
$859K -$85.6K -5,440 -9%
DG
160
Davidson & Garrard
Virginia
$858K +$122K +7,720 +17%
SGAM
161
Steinberg Global Asset Management
Florida
$851K +$114K +7,220 +15%
AAC
162
Asset Advisors Corp
Georgia
$838K +$838K +53,232 New
IF
163
Ironwood Financial
Arizona
$836K +$27.5K +1,744 +3%
LWMT
164
Legacy Wealth Management (Tennessee)
Tennessee
$833K +$28.5K +1,808 +4%
US Bancorp
165
US Bancorp
Minnesota
$828K +$470K +29,864 +131%
MCM
166
Mitchell Capital Management
Kansas
$799K -$679K -43,120 -46%
CA
167
Cambridge Advisors
Nebraska
$787K +$40.6K +2,576 +5%
CIAS
168
Capital Investment Advisory Services
North Carolina
$758K +$504 +32 +0.1%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$755K +$490K +31,144 +185%
FLPIM
170
F.L. Putnam Investment Management
Massachusetts
$750K +$414K +26,332 +123%
EWM
171
Evermay Wealth Management
Virginia
$737K +$35.8K +2,240 +5%
RJA
172
Raymond James & Associates
Florida
$728K +$185K +11,716 +34%
AA
173
Advisory Alpha
Michigan
$711K +$711K +45,156 New
B
174
Bailard
California
$709K – – –
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$700K +$128K +8,144 +22%
5 6
7
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