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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

236 hedge funds and large institutions have $905M invested in Schwab U.S Small- Cap ETF in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+9
Holders Change %
+3.96%
% of All Funds
6.3%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.69%
New
32
Increased
107
Reduced
75
Closed
22
Calls
$419K
Puts
$245K
Net Calls
+$174K
Net Calls Change
+$316K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$53.2M
2
UBS Group
2
UBS Group
Switzerland
$47M
3
CSIA
3
Charles Schwab Investment Advisory
California
$292M
4
RBA
4
Richard Bernstein Advisors
New York
$13.8M
5
AB
5
AT Bancorp
Iowa
$13.2M

Top Sellers

1
BO
1
BRR OpCo
Ohio
$0
2
SMG
2
Spectrum Management Group
Indiana
$952K
3
Ameriprise
3
Ameriprise
Minnesota
$1.77M
4
HP
4
HT Partners
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
251
Vigilant Capital Management
Maine
– -$76K -5,800 Closed
CG
252
Colony Group
Massachusetts
– -$37K -2,844 Closed
NR
253
Newfound Research
Massachusetts
– -$21K -1,576 Closed
AFP
254
Ausdal Financial Partners
Iowa
– -$9K -728 Closed
KCPG
255
Kavar Capital Partners Group
Kansas
– -$2K -216 Closed
7 8 9 10
11