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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

332 hedge funds and large institutions have $1.92B invested in Schwab U.S Small- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 169 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
8.29%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
46
Increased
169
Reduced
84
Closed
19
Calls
$895K
Puts
$250K
Net Calls
+$645K
Net Calls Change
+$41K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$792M
2
PCA
Personal Capital Advisors
California
$65.6M
3
ACM
Alpha Capital Management
Texas
$25.2M
4
SEI Investments
SEI Investments
Pennsylvania
$118M
5
Financial Engines Advisors
Financial Engines Advisors
California
$16.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.67M
2
UBS Group
UBS Group
Switzerland
$9.59M
3
RBA
Richard Bernstein Advisors
New York
$0
4
TAT
TD Ameritrade Trust
Colorado
$8.88M
5
Jane Street
Jane Street
New York
$9.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
151
Alpha Omega Wealth Management
Virginia
$1.09M +$64 +4 +0%
MAS
152
Managed Account Services
Florida
$1.07M +$38.1K +2,384 +4%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$1.07M +$139K +8,720 +15%
US Bancorp
154
US Bancorp
Minnesota
$1.06M +$217K +13,576 +26%
WAM
155
Watermark Asset Management
California
$1.04M +$15.1K +944 +1%
SEIA
156
Signature Estate & Investment Advisors
California
$976K -$79.8K -4,996 -8%
CIAS
157
Capital Investment Advisory Services
North Carolina
$950K +$180K +11,284 +23%
AAC
158
Asset Advisors Corp
Georgia
$927K +$76.9K +4,816 +9%
SIAS
159
Shine Investment Advisory Services
Colorado
$919K +$919K +57,500 New
FCI
160
Financial Counselors Inc
Kansas
$917K -$47.9K -2,996 -5%
LPIC
161
LeJeune Puetz Investment Counsel
Michigan
$913K +$256 +16 +0%
MCM
162
Mengis Capital Management
Oregon
$911K +$128 +8 +0%
DG
163
Davidson & Garrard
Virginia
$892K +$21.7K +1,356 +2%
IF
164
Ironwood Financial
Arizona
$890K +$42.5K +2,660 +5%
BFPW
165
BOK Financial Private Wealth
Colorado
$888K +$15.8K +988 +2%
LWMT
166
Legacy Wealth Management (Tennessee)
Tennessee
$882K +$36.7K +2,300 +4%
SGAM
167
Steinberg Global Asset Management
Florida
$880K +$16.6K +1,040 +2%
AA
168
Advisory Alpha
Michigan
$863K +$138K +8,600 +19%
MCM
169
Mitchell Capital Management
Kansas
$840K +$29.2K +1,824 +4%
GA
170
Gateway Advisory
New Jersey
$818K -$211K -13,192 -20%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$812K +$102K +6,368 +14%
SC
172
Savant Capital
Illinois
$774K +$123K +7,692 +19%
RJA
173
Raymond James & Associates
Florida
$755K +$16.7K +1,044 +2%
BC
174
Barnett & Company
Tennessee
$752K +$292K +18,240 +63%
KWM
175
Kingsview Wealth Management
Oregon
$751K -$126K -7,868 -14%
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