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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 %
PFA
201
Pinnacle Family Advisors
Missouri
$998K +$998K +57,248 New
BCI
202
Brinker Capital Investments
Pennsylvania
$995K -$97.1K -5,568 -9%
SGAM
203
Steinberg Global Asset Management
Florida
$995K +$42.3K +2,424 +4%
MCM
204
Mengis Capital Management
Oregon
$991K +$9.06K +520 +0.9%
WI
205
Wintrust Investments
Illinois
$977K +$370K +21,248 +61%
AWA
206
Acorn Wealth Advisors
Michigan
$972K +$972K +55,060 New
SC
207
Savant Capital
Illinois
$971K +$91.5K +5,248 +10%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$961K -$16.7K -960 -2%
APG
209
Abacus Planning Group
South Carolina
$948K +$948K +54,384 New
EA
210
Edge Advisors
Georgia
$936K +$279 +16 +0%
BIA
211
Bigelow Investment Advisors
Maine
$936K +$936K +53,664 New
JIC
212
Johnson Investment Counsel
Ohio
$896K +$96.1K +5,516 +12%
FCI
213
Financial Counselors Inc
Kansas
$894K -$96.3K -5,520 -10%
VA
214
Valmark Advisers
Ohio
$892K +$892K +51,152 New
OC
215
Oarsman Capital
Wisconsin
$867K +$134K +7,704 +18%
HFP
216
Holistic Financial Partners
Indiana
$864K +$864K +49,584 New
AA
217
Advisory Alpha
Michigan
$860K -$1.02M -56,832 -54%
CWS
218
Cypress Wealth Services
California
$856K +$856K +49,084 New
AAC
219
Asset Advisors Corp
Georgia
$848K -$8.72K -500 -1%
FBB
220
Fulton Breakefield Broenniman
Maryland
$846K +$57.9K +3,320 +7%
Millennium Management
221
Millennium Management
New York
$836K +$344K +19,724 +70%
HR
222
Howe & Rusling
New York
$835K -$523K -30,000 -39%
SFS
223
Strategic Financial Services
New York
$823K +$192K +11,008 +30%
HA
224
Harborview Advisors
Maine
$819K +$819K +46,992 New
WDL
225
Well Done LLC
Michigan
$817K +$817K +46,840 New
7 8
9
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