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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 %
PA
151
Pinnacle Associates
New York
$1.67M -$6.14K -352 -0.4%
BCM
152
Breiter Capital Management
Florida
$1.65M +$1.65M +94,584 New
FLPIM
153
F.L. Putnam Investment Management
Massachusetts
$1.62M +$495K +28,408 +44%
CWM
154
Cabot Wealth Management
Massachusetts
$1.61M +$47.6K +2,728 +3%
Koshinski Asset Management
155
Koshinski Asset Management
Illinois
$1.6M +$1.02M +58,452 +175%
PAM
156
Premier Asset Management
Illinois
$1.59M +$70.5K +4,044 +5%
BC
157
Barnett & Company
Tennessee
$1.57M +$510K +29,240 +48%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$1.53M +$77.1K +4,420 +5%
SFSG
159
Stearns Financial Services Group
North Carolina
$1.49M +$36.7K +2,104 +3%
CCA
160
Cobblestone Capital Advisors
New York
$1.46M -$106K -6,076 -7%
FC
161
FCA Corp
Texas
$1.45M +$17.7K +1,016 +1%
AP
162
Appleton Partners
Massachusetts
$1.43M +$696K +39,956 +95%
FANJ
163
Financial Architects (New Jersey)
New Jersey
$1.42M -$1.33K -76 -0.1%
ZB
164
Zions Bancorporation
Utah
$1.4M – – –
SAM
165
Smithbridge Asset Management
Pennsylvania
$1.39M +$48.8K +2,800 +4%
US Bancorp
166
US Bancorp
Minnesota
$1.39M +$57K +3,268 +4%
AA
167
Alesco Advisors
New York
$1.37M -$8.09K -464 -0.6%
SCA
168
Strategic Capital Advisers
Colorado
$1.37M +$1.37M +78,684 New
MAS
169
Managed Account Services
Florida
$1.37M +$90.5K +5,188 +7%
JPMPWA
170
J.P. Morgan Private Wealth Advisors
California
$1.34M +$122K +7,004 +10%
CCM
171
Condor Capital Management
New Jersey
$1.32M +$1.67K +96 +0.1%
SI
172
SII Investments
Wisconsin
$1.32M -$293K -16,756 -18%
PWMAG
173
Pinnacle Wealth Management Advisory Group
New Jersey
$1.31M +$1.74K +100 +0.1%
VDFA
174
Vickerman & Driscoll Financial Advisors
Washington
$1.27M +$1.27M +72,748 New
SMG
175
Spectrum Management Group
Indiana
$1.25M – – –
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