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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.

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 %
GAM
26
Gemmer Asset Management
California
$5.99M -$166K -12,780 -3%
VFS
27
VSR Financial Services
Kansas
$5.89M +$351K +26,944 +6%
MFT
28
Moisand Fitzgerald Tamayo
Florida
$5.48M +$341K +26,248 +7%
NIC
29
Northwest Investment Counselors
Oregon
$5.45M +$624K +47,988 +13%
Jane Street
30
Jane Street
New York
$5.37M -$2.94M -225,824 -35%
BFG
31
Bouchey Financial Group
New York
$5.33M -$160K -12,316 -3%
EHPM
32
Emery Howard Portfolio Management
California
$5.13M +$882K +67,824 +21%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.91M +$10.1K +780 +0.2%
PA
34
Planning Alternatives
Michigan
$4.9M +$2.32M +178,680 +90%
UCFA
35
United Capital Financial Advisors
Texas
$4.81M -$1.08M -82,724 -18%
SI
36
SII Investments
Wisconsin
$4.75M +$1.21M +93,456 +34%
MAS
37
Madden Advisory Services
Florida
$4.57M +$21.2K +1,628 +0.5%
SBL
38
Sargent Bickham Lagudis
Colorado
$4.43M +$4.43M +340,412 New
SFS
39
Summit Financial Strategies
Ohio
$4.07M +$531K +40,804 +15%
EK
40
Evensky & Katz
Florida
$4.05M +$1.67K +128 +0%
Goldman Sachs
41
Goldman Sachs
New York
$3.86M +$123K +9,448 +3%
ADL
42
Asset Dedication LLC
California
$3.76M +$2.18M +167,852 +139%
CFA
43
Cahill Financial Advisors
Minnesota
$3.67M +$114K +8,788 +3%
KKAMG
44
Kernodle & Katon Asset Management Group
Arkansas
$3.64M -$548K -42,092 -13%
AWM
45
Avior Wealth Management
Nebraska
$3.46M +$17.4K +1,340 +0.5%
NPC
46
National Planning Corporation
California
$3.43M +$40.7K +3,108 +1%
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$3.25M -$1.03M -79,372 -24%
PFM
48
Parsec Financial Management
North Carolina
$3.13M +$82.4K +6,336 +3%
NSAM
49
North Star Asset Management
Wisconsin
$3.12M +$491K +37,700 +19%
TCM
50
Tradewinds Capital Management
Washington
$3.09M +$144K +11,056 +5%
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