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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 %
TYCC
176
Texas Yale Capital Corp
Florida
$1.25M +$55.5K +3,180 +5%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$1.25M +$289K +16,580 +30%
BBA
178
BLB&B Advisors
Pennsylvania
$1.21M – – –
AOWM
179
Alpha Omega Wealth Management
Virginia
$1.18M +$70 +4 +0%
Stifel Financial
180
Stifel Financial
Missouri
$1.18M +$750K +43,016 +173%
EWM
181
Evermay Wealth Management
Virginia
$1.17M +$487K +27,904 +71%
WAM
182
Watermark Asset Management
California
$1.16M +$19.8K +1,136 +2%
LCM
183
Leisure Capital Management
California
$1.14M +$313K +17,964 +38%
PFT
184
Providence First Trust
Arizona
$1.13M -$448K -25,680 -28%
LPIC
185
LeJeune Puetz Investment Counsel
Michigan
$1.13M +$56.9K +3,264 +5%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$1.12M +$5.37K +308 +0.5%
KWM
187
Kingsview Wealth Management
Oregon
$1.11M +$167K +9,572 +18%
SEIA
188
Signature Estate & Investment Advisors
California
$1.11M +$24.5K +1,404 +2%
MCM
189
Mainstay Capital Management
Michigan
$1.1M +$1.1M +63,224 New
MA
190
MCF Advisors
Kentucky
$1.09M +$212K +12,144 +24%
GA
191
Gateway Advisory
New Jersey
$1.08M +$199K +11,444 +23%
CFIA
192
Cantor Fitzgerald Investment Advisors
New York
$1.06M +$446K +25,572 +73%
VF
193
Virtu Financial
New York
$1.05M +$1.05M +60,396 New
LWMT
194
Legacy Wealth Management (Tennessee)
Tennessee
$1.05M +$82.2K +4,716 +8%
BFPW
195
BOK Financial Private Wealth
Colorado
$1.04M +$104K +5,948 +11%
SIAS
196
Shine Investment Advisory Services
Colorado
$1.04M +$4.81K +276 +0.5%
BJ
197
Brouwer & Janachowski
California
$1.01M -$191K -10,980 -16%
FA
198
FDx Advisors
Illinois
$1.01M +$672K +38,524 +199%
BP
199
Broadleaf Partners
Ohio
$1.01M +$1.01M +57,728 New
IF
200
Ironwood Financial
Arizona
$1.01M +$22.3K +1,280 +2%
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