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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 %
B
201
Bailard
California
$637K -$122K -7,240 -16%
WA
202
WBH Advisory
Maryland
$618K +$41.5K +2,464 +7%
APSI
203
Asset Planning Services Inc
Louisiana
$618K +$118K +7,000 +24%
SFS
204
Strategic Financial Services
New York
$610K +$16.2K +964 +3%
BTS
205
BB&T Securities
Virginia
$599K +$6.12K +364 +1%
WPA
206
West Paces Advisors
Georgia
$597K – – –
CFIA
207
Cantor Fitzgerald Investment Advisors
New York
$590K +$40.8K +2,424 +7%
WI
208
Wintrust Investments
Illinois
$586K +$586K +34,808 New
AIM
209
Aspen Investment Management
Michigan
$585K +$51.5K +3,060 +10%
LYV
210
Live Your Vision
Pennsylvania
$574K -$87.4K -5,192 -13%
BCM
211
Boltwood Capital Management
California
$562K +$45.4K +2,700 +9%
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$562K +$79.2K +4,704 +16%
AG
213
Advisor Group
Arizona
$558K +$33.3K +1,984 +6%
GI
214
GS Investments
Minnesota
$544K – – –
BMM
215
Buffington Mohr McNeal
Idaho
$542K +$21K +1,232 +4%
MWP
216
MYCIO Wealth Partners
Pennsylvania
$525K -$68.5K -4,068 -12%
RC
217
Roundview Capital
New Jersey
$523K +$55.7K +3,304 +12%
TCM
218
Twele Capital Management
Minnesota
$517K -$1.21K -72 -0.2%
BL
219
BCWM LLC
Kansas
$507K +$35K +2,080 +7%
AIM
220
Avity Investment Management
Connecticut
$503K -$121K -7,200 -19%
GLRA
221
Gerald L. Ray & Associates
Texas
$490K +$490K +29,100 New
BPM
222
Bowling Portfolio Management
Ohio
$487K -$238K -14,108 -33%
MGIA
223
Moneta Group Investment Advisors
Missouri
$476K +$125K +7,436 +36%
Millennium Management
224
Millennium Management
New York
$475K -$962K -57,180 -67%
SBL
225
Sargent Bickham Lagudis
Colorado
$465K -$2.03M -120,288 -81%
7 8
9
10 11