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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

257 hedge funds and large institutions have $1.19B invested in Schwab U.S Small- Cap ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 76 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
27
Increased
120
Reduced
76
Closed
8
Calls
$2.31M
Puts
$230K
Net Calls
+$2.08M
Net Calls Change
+$1.86M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$433M
2
FMP
Financial Management Professionals
Texas
$23.6M
3
AB
AT Bancorp
Iowa
$29.8M
4
Jane Street
Jane Street
New York
$12.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.69M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$9.82M
2
SWM
SVA Wealth Management
Wisconsin
$12.9M
3
Goldman Sachs
Goldman Sachs
New York
$695K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.56M
5
FWM
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
226
Liberty Capital Management
Michigan
$73K +$73K +5,140 New
WEC
227
Winslow Evans & Crocker
Massachusetts
$62.2K +$4.03K +280 +7%
TWA
228
TCI Wealth Advisors
Arizona
$61K – – –
FIB
229
First Interstate Bank
Montana
$51K – – –
ASN
230
Advisory Services Network
Georgia
$51K +$12.8K +900 +34%
MWM
231
MinichMacGregor Wealth Management
New York
$50K – – –
ST
232
Smithfield Trust
Pennsylvania
$47K – – –
ACM
233
Argentus Capital Management
Texas
$44K -$291K -20,416 -87%
PAI
234
Pittenger & Anderson Inc
Nebraska
$37K – – –
JPMorgan Chase & Co
235
JPMorgan Chase & Co
New York
$33K +$29.2K +2,036 +760%
NFG
236
Next Financial Group
Texas
$29K +$29K +1,988 New
AP
237
Atwood & Palmer
Missouri
$26K – – –
SIC
238
Salem Investment Counselors
North Carolina
$24.1K +$44 +308 +0.2%
AF
239
Allworth Financial
California
$23K +$114 +8 +0.5%
RCG
240
Ruggie Capital Group
Florida
$23K +$1.12K +76 +5%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$21K – – –
PG
242
Patten Group
Tennessee
$19.9K +$57 +4 +0.3%
KTC
243
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
WTC
244
WhitTier Trust Company
Nevada
$17K – – –
PMFA
245
Plante Moran Financial Advisors
Michigan
$13K – – –
EWM
246
Evercore Wealth Management
New York
$12K – – –
WA
247
Winfield Associates
Ohio
$12K – – –
TSW
248
Thompson Siegel & Walmsley
Virginia
$11K – – –
TCM
249
TD Capital Management
Tennessee
$10K – – –
VIA
250
Vantage Investment Advisors
Pennsylvania
$8K – – –
7 8 9
10
11