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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

227 hedge funds and large institutions have $762M invested in Schwab U.S Small- Cap ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
227
Holders Change
+10
Holders Change %
+4.61%
% of All Funds
5.96%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
35
Increased
119
Reduced
57
Closed
22
Calls
$285K
Puts
$427K
Net Calls
-$142K
Net Calls Change
-$1.49M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$256M
2
BO
2
BRR OpCo
Ohio
$11.9M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.54M
4
CCM
4
CWH Capital Management
Washington
$10.3M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$21M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$61K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$465K
3
Mariner
3
Mariner
Kansas
$807K
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$9.15M
5
SAM
5
Summit Asset Management
Tennessee
$660K
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$6.16M 472,868 +93,608 +25%
UCFA
27
United Capital Financial Advisors
Texas
$5.89M 452,164 -129,396 -22%
VFS
28
VSR Financial Services
Kansas
$5.54M 425,520 +58,724 +16%
BFG
29
Bouchey Financial Group
New York
$5.5M 422,000 -44,920 -10%
Wells Fargo
30
Wells Fargo
California
$5.26M 403,848 +88,840 +28%
UBS Group
31
UBS Group
Switzerland
$5.22M 400,820 -108,500 -21%
MFT
32
Moisand Fitzgerald Tamayo
Florida
$5.14M 394,608 +394,608 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.9M 376,292 -123,244 -25%
NIC
34
Northwest Investment Counselors
Oregon
$4.83M 370,748 +9,988 +3%
MAS
35
Madden Advisory Services
Florida
$4.56M 350,008 +18,016 +5%
HP
36
HT Partners
Connecticut
$4.39M 345,924 -248 -0.1%
GA
37
Gateway Advisory
New Jersey
$4.31M 331,004 -12,744 -4%
NDSI
38
Newman Dignan & Sheerar Inc
Rhode Island
$4.29M 329,424 +3,548 +1%
EHPM
39
Emery Howard Portfolio Management
California
$4.25M 326,256 +35,540 +12%
KKAMG
40
Kernodle & Katon Asset Management Group
Arkansas
$4.2M 322,212 +322,212 New
EK
41
Evensky & Katz
Florida
$4.05M 310,948 -21,516 -6%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$3.89M 298,892 +165,180 +124%
Goldman Sachs
43
Goldman Sachs
New York
$3.74M 287,516 +400 +0.1%
CFA
44
Cahill Financial Advisors
Minnesota
$3.56M 272,964 +18,088 +7%
SFS
45
Summit Financial Strategies
Ohio
$3.55M 272,372 +15,040 +6%
SI
46
SII Investments
Wisconsin
$3.54M 272,048 +272,048 New
AWM
47
Avior Wealth Management
Nebraska
$3.44M 264,468 -16,132 -6%
PFM
48
Parsec Financial Management
North Carolina
$3.05M 233,956 +4,552 +2%
NPC
49
National Planning Corporation
California
$2.98M 258,484 +5,416 +2%
SIA
50
Starfire Investment Advisers
Michigan
$2.97M 228,344 +1,800 +0.8%
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