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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
1
Charles Schwab Investment Advisory
California
$948M
2
SEI Investments
2
SEI Investments
Pennsylvania
$187M
3
TAT
3
TD Ameritrade Trust
Colorado
$29.6M
4
QAM
4
QCI Asset Management
New York
$17.8M
5
PCA
5
Personal Capital Advisors
California
$80.2M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$78K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Jane Street
3
Jane Street
New York
$2.46M
4
AA
4
Apriem Advisors
California
$369K
5
Creative Planning
5
Creative Planning
Kansas
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
176
Edge Advisors
Georgia
$904K +$746K +44,308 +472%
MCM
177
Mitchell Capital Management
Kansas
$872K -$12.7K -752 -1%
SC
178
Savant Capital
Illinois
$850K +$34.5K +2,048 +4%
GA
179
Gateway Advisory
New Jersey
$847K -$14.9K -884 -2%
MA
180
MCF Advisors
Kentucky
$843K +$353K +20,972 +72%
AAC
181
Asset Advisors Corp
Georgia
$828K -$150K -8,916 -15%
LCM
182
Leisure Capital Management
California
$793K +$77K +4,572 +11%
JIC
183
Johnson Investment Counsel
Ohio
$773K +$117K +6,944 +18%
LCM
184
Liberty Capital Management
Michigan
$771K +$257K +15,056 +50%
CA
185
Cambridge Advisors
Nebraska
$765K -$674 -40 -0.1%
FBB
186
Fulton Breakefield Broenniman
Maryland
$761K +$59.4K +3,528 +8%
DSN
187
D. Scott Neal
Kentucky
$748K +$25.2K +1,496 +3%
AP
188
Appleton Partners
Massachusetts
$709K +$36.9K +2,188 +5%
OC
189
Oarsman Capital
Wisconsin
$708K +$151K +8,940 +27%
PSUF
190
People's United Financial
Connecticut
$699K -$31.5K -1,868 -4%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$679K +$679K +40,324 New
CIAS
192
Capital Investment Advisory Services
North Carolina
$676K -$324K -19,272 -32%
DWM
193
Destination Wealth Management
California
$674K -$4.45K -264 -0.7%
IFS
194
Ifrah Financial Services
Arkansas
$671K +$81.9K +4,868 +14%
LCC
195
Lincoln Capital Corp
Rhode Island
$669K +$368K +21,852 +122%
EWM
196
Evermay Wealth Management
Virginia
$660K -$35.1K -2,084 -5%
GHA
197
GW Henssler & Associates
Georgia
$656K -$24.5K -1,452 -4%
RJA
198
Raymond James & Associates
Florida
$644K -$152K -9,024 -19%
RCA
199
Rowland Carmichael Advisors
Arizona
$641K – – –
B
200
Brightworth
Georgia
$640K +$640K +38,028 New
6 7
8
9 10