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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
Charles Schwab Investment Advisory
California
$948M
2
SEI Investments
SEI Investments
Pennsylvania
$187M
3
TAT
TD Ameritrade Trust
Colorado
$29.6M
4
QAM
QCI Asset Management
New York
$17.8M
5
PCA
Personal Capital Advisors
California
$80.2M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$78K
2
PFG
Piershale Financial Group
Illinois
$0
3
Jane Street
Jane Street
New York
$2.46M
4
AA
Apriem Advisors
California
$369K
5
Creative Planning
Creative Planning
Kansas
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
151
Pension Partners
New York
$1.17M +$1.17M +69,720 New
BCP
152
Berkeley Capital Partners
Georgia
$1.17M +$1.17M +69,720 New
BBA
153
BLB&B Advisors
Pennsylvania
$1.17M +$21.6K +1,280 +2%
BJ
154
Brouwer & Janachowski
California
$1.16M -$71.9K -4,268 -6%
TYCC
155
Texas Yale Capital Corp
Florida
$1.15M -$1.95K -116 -0.2%
AOWM
156
Alpha Omega Wealth Management
Virginia
$1.14M +$67 +4 +0%
FFM
157
Fullerton Fund Management
Singapore
$1.11M +$1.11M +66,000 New
WAM
158
Watermark Asset Management
California
$1.1M +$4.24K +252 +0.4%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$1.09M +$1.08M +63,716 +15,027%
FLPIM
160
F.L. Putnam Investment Management
Massachusetts
$1.08M +$1.08M +64,340 New
BCI
161
Brinker Capital Investments
Pennsylvania
$1.06M +$624K +37,056 +145%
SEIA
162
Signature Estate & Investment Advisors
California
$1.04M +$15.3K +908 +1%
LPIC
163
LeJeune Puetz Investment Counsel
Michigan
$1.03M +$70K +4,156 +7%
BC
164
Barnett & Company
Tennessee
$1.02M +$227K +13,464 +29%
SIAS
165
Shine Investment Advisory Services
Colorado
$1M +$32.7K +1,944 +3%
FCI
166
Financial Counselors Inc
Kansas
$956K -$10.4K -620 -1%
MCM
167
Mengis Capital Management
Oregon
$949K -$11.5K -680 -1%
IF
168
Ironwood Financial
Arizona
$949K +$10.6K +632 +1%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$946K -$983K -58,412 -51%
LWMT
170
Legacy Wealth Management (Tennessee)
Tennessee
$937K +$6.81K +404 +0.7%
DG
171
Davidson & Garrard
Virginia
$927K -$13.3K -792 -1%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$924K +$68K +4,040 +8%
SGAM
173
Steinberg Global Asset Management
Florida
$921K -$7.35K -436 -0.8%
KWM
174
Kingsview Wealth Management
Oregon
$909K +$117K +6,940 +15%
BFPW
175
BOK Financial Private Wealth
Colorado
$908K -$27.9K -1,656 -3%
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