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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

239 hedge funds and large institutions have $1B invested in Schwab U.S Small- Cap ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 117 increasing their positions, 77 reducing their positions, and 15 closing their positions.

Holders
239
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
6.39%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
20
Increased
117
Reduced
77
Closed
15
Calls
$681K
Puts
$454K
Net Calls
+$227K
Net Calls Change
+$53K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$354M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$14.8M
3
UBS Group
3
UBS Group
Switzerland
$54.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.32M
5
PFG
5
Piershale Financial Group
Illinois
$4.02M

Top Sellers

1
WCWM
1
Wooster Corthell Wealth Management
Connecticut
$5.78M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
LPL Financial
3
LPL Financial
California
$3.38M
4
CCM
4
CWH Capital Management
Washington
$6.89M
5
VFS
5
VSR Financial Services
Kansas
$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHPM
26
Emery Howard Portfolio Management
California
$5.56M +$238K +17,640 +4%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$5.54M -$149K -11,016 -3%
SI
28
SII Investments
Wisconsin
$5.46M +$525K +38,908 +11%
BFG
29
Bouchey Financial Group
New York
$5.35M -$188K -13,936 -3%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$5.32M +$4.23M +313,516 +391%
SBL
31
Sargent Bickham Lagudis
Colorado
$5.29M +$695K +51,472 +15%
Jane Street
32
Jane Street
New York
$5.21M -$369K -27,348 -7%
Ameriprise
33
Ameriprise
Minnesota
$5.03M +$3.18M +235,368 +171%
PA
34
Planning Alternatives
Michigan
$4.99M -$93.3K -6,904 -2%
MAS
35
Madden Advisory Services
Florida
$4.83M +$78K +5,776 +2%
PMG
36
ProVise Management Group
Florida
$4.73M +$1.67M +123,760 +55%
SFS
37
Summit Financial Strategies
Ohio
$4.65M +$423K +31,312 +10%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.48M -$617K -45,644 -12%
UCFA
39
United Capital Financial Advisors
Texas
$4.28M -$712K -52,704 -14%
PFG
40
Piershale Financial Group
Illinois
$4.02M +$4.02M +297,796 New
ADL
41
Asset Dedication LLC
California
$3.97M +$71K +5,260 +2%
CFA
42
Cahill Financial Advisors
Minnesota
$3.93M +$126K +9,324 +3%
Goldman Sachs
43
Goldman Sachs
New York
$3.88M -$132K -9,740 -3%
AWM
44
Avior Wealth Management
Nebraska
$3.69M +$96.1K +7,116 +3%
NPC
45
National Planning Corporation
California
$3.64M -$29.1K -2,080 -0.8%
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$3.5M +$124K +9,188 +4%
NSAM
47
North Star Asset Management
Wisconsin
$3.4M +$157K +11,612 +5%
LPL Financial
48
LPL Financial
California
$3.38M -$5.28M -391,624 -61%
VFS
49
VSR Financial Services
Kansas
$3.3M -$2.81M -208,100 -46%
PFM
50
Parsec Financial Management
North Carolina
$3.27M +$28.6K +2,116 +0.9%
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