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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

311 hedge funds and large institutions have $1.88B invested in Schwab U.S Small- Cap ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 159 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+21
Holders Change %
+7.24%
% of All Funds
7.75%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.05%
New
38
Increased
159
Reduced
85
Closed
14
Calls
$1.02M
Puts
$416K
Net Calls
+$604K
Net Calls Change
+$1.1M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$112M
2
SEI Investments
SEI Investments
Pennsylvania
+$99.4M
3
Bank of America
Bank of America
North Carolina
+$22.7M
4
BWM
BerganKDV Wealth Management
Minnesota
+$10.3M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$7.52M

Top Sellers

1
EK
Evensky & Katz
Florida
-$20M
2
BO
BRR OpCo
Ohio
-$11.3M
3
AG
Advisor Group
Arizona
-$4.12M
4
PCM
Pointe Capital Management
Michigan
-$3.52M
5
HSA
HBK Sorce Advisory
Pennsylvania
-$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
201
Parsons Capital Management
Rhode Island
$462K +$462K +29,344 New
BPM
202
Bowling Portfolio Management
Ohio
$453K -$176K -11,148 -28%
BC
203
Barnett & Company
Tennessee
$453K +$56.9K +3,620 +14%
PSUF
204
People's United Financial
Connecticut
$450K +$241K +15,292 +115%
BL
205
BCWM LLC
Kansas
$437K -$23.4K -1,484 -5%
AIM
206
Aspen Investment Management
Michigan
$429K +$12.9K +820 +3%
SG
207
Somerset Group
Minnesota
$428K +$22.1K +1,400 +5%
LCM
208
Liberty Capital Management
Michigan
$416K +$35.5K +2,256 +9%
BCI
209
Brinker Capital Investments
Pennsylvania
$412K +$412K +26,148 New
STMM
210
South Texas Money Management
Texas
$402K -$54.1K -3,436 -12%
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$395K +$52.1K +3,308 +15%
Bank of New York Mellon
212
Bank of New York Mellon
New York
$393K -$18.6K -1,180 -5%
ACM
213
Alpha Capital Management
Texas
$393K +$100K +6,376 +34%
RC
214
Roundview Capital
New Jersey
$392K +$10.5K +668 +3%
CAN
215
Cetera Advisor Networks
California
$380K +$99.3K +6,280 +35%
MA
216
MCF Advisors
Kentucky
$378K +$105K +6,656 +38%
HB
217
Homrich & Berg
Georgia
$374K +$49K +3,112 +15%
BO
218
BRR OpCo
Ohio
$364K -$11.3M -717,564 -97%
FNBT
219
FineMark National Bank & Trust
Florida
$360K -$2.77K -176 -0.8%
UAS
220
United Asset Strategies
New York
$353K +$120K +7,632 +52%
RPA
221
Rock Point Advisors
Vermont
$351K -$15.8K -1,000 -4%
TIA
222
Tiemann Investment Advisors
California
$348K -$7.87K -500 -2%
SIC
223
Sigma Investment Counselors
Michigan
$346K -$58.4K -3,708 -14%
Northern Trust
224
Northern Trust
Illinois
$346K -$9.32K -592 -3%
BAM
225
Barrett Asset Management
New York
$338K +$9.45K +600 +3%
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