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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

332 hedge funds and large institutions have $1.92B invested in Schwab U.S Small- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 169 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
8.29%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
46
Increased
169
Reduced
84
Closed
19
Calls
$895K
Puts
$250K
Net Calls
+$645K
Net Calls Change
+$41K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$792M
2
PCA
Personal Capital Advisors
California
$65.6M
3
ACM
Alpha Capital Management
Texas
$25.2M
4
SEI Investments
SEI Investments
Pennsylvania
$118M
5
Financial Engines Advisors
Financial Engines Advisors
California
$16.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.67M
2
UBS Group
UBS Group
Switzerland
$9.59M
3
RBA
Richard Bernstein Advisors
New York
$0
4
TAT
TD Ameritrade Trust
Colorado
$8.88M
5
Jane Street
Jane Street
New York
$9.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
201
Aspen Investment Management
Michigan
$506K +$71K +4,448 +16%
AG
202
Advisor Group
Arizona
$499K -$2.39M -149,416 -83%
TCM
203
Twele Capital Management
Minnesota
$491K +$7.67K +480 +2%
BCM
204
Boltwood Capital Management
California
$490K – – –
BMM
205
Buffington Mohr McNeal
Idaho
$489K +$4.15K +260 +0.9%
LCM
206
Liberty Capital Management
Michigan
$482K +$59.5K +3,724 +14%
APSI
207
Asset Planning Services Inc
Louisiana
$475K – – –
MA
208
MCF Advisors
Kentucky
$465K +$81.9K +5,124 +21%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$458K +$57.5K +3,596 +14%
BL
210
BCWM LLC
Kansas
$448K +$4.73K +296 +1%
RC
211
Roundview Capital
New Jersey
$443K +$45K +2,816 +11%
FNBT
212
FineMark National Bank & Trust
Florida
$437K +$71.5K +4,472 +20%
VCP
213
Vista Capital Partners
Oregon
$428K -$45.2K -2,828 -10%
SG
214
Somerset Group
Minnesota
$419K -$14.7K -920 -3%
BCI
215
Brinker Capital Investments
Pennsylvania
$409K -$9.28K -580 -2%
CAN
216
Cetera Advisor Networks
California
$395K +$10.7K +672 +3%
STMM
217
South Texas Money Management
Texas
$393K -$14.8K -928 -4%
UAS
218
United Asset Strategies
New York
$391K +$32.5K +2,032 +9%
Bank of New York Mellon
219
Bank of New York Mellon
New York
$372K -$26.6K -1,664 -7%
SIC
220
Sigma Investment Counselors
Michigan
$367K +$15.8K +988 +4%
MCM
221
Manchester Capital Management
Vermont
$362K +$362K +22,644 New
BAM
222
Barrett Asset Management
New York
$357K +$14.4K +900 +4%
RPA
223
Rock Point Advisors
Vermont
$356K – – –
AFP
224
Ausdal Financial Partners
Iowa
$345K +$51.7K +3,232 +18%
Northern Trust
225
Northern Trust
Illinois
$341K -$10K -628 -3%
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