SCHA icon

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 %
GI
326
Gradient Investments
Minnesota
$2K +$2K +108 New
SIM
327
Sonora Investment Management
Arizona
$1.6K – – –
DOA
328
D'Orazio & Associates
Virginia
$1K +$1K +88 New
CCMW
329
Cypress Capital Management (Wyoming)
Wyoming
$639 +$639 +40 New
IWM
330
IHT Wealth Management
Illinois
$67 -$49 -640 -42%
RBA
331
Richard Bernstein Advisors
New York
– -$31.5M -1,997,692 Closed
Susquehanna International Group
332
Susquehanna International Group
Pennsylvania
– -$3.79M -240,680 Closed
SIC
333
Salem Investment Counselors
North Carolina
– -$3.61M -231,484 Closed
VWM
334
Venturi Wealth Management
Texas
– -$3.58M -230,256 Closed
PFA
335
Pinnacle Family Advisors
Missouri
– -$1.55M -98,536 Closed
APP
336
Avantax Planning Partners
Iowa
– -$1.12M -70,816 Closed
AIS
337
Accurate Investment Solutions
Pennsylvania
– -$1M -63,688 Closed
TH
338
Timber Hill
Connecticut
– -$302K -19,180 Closed
BSW
339
Buckingham Strategic Wealth
Missouri
– -$289K -18,344 Closed
FCAG
340
First Capital Advisors Group
New Jersey
– -$281K -17,864 Closed
AL
341
Aspiriant LLC
California
– -$276K -17,516 Closed
BFA
342
Beaumont Financial Advisors
Massachusetts
– -$238K -15,136 Closed
RWA
343
RGT Wealth Advisors
Texas
– -$210K -13,352 Closed
CG
344
Cutler Group
California
– -$82K -5,244 Closed
PFO
345
Pathstone Family Office
New Jersey
– -$64K -4,084 Closed
KPCM
346
Kings Point Capital Management
New York
– -$35K -2,200 Closed
AP
347
Atwood & Palmer
Missouri
– -$29K -1,820 Closed
10 11 12 13
14