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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

257 hedge funds and large institutions have $1.19B invested in Schwab U.S Small- Cap ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 76 reducing their positions, and 8 closing their positions.

Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
27
Increased
120
Reduced
76
Closed
8
Calls
$2.31M
Puts
$230K
Net Calls
+$2.08M
Net Calls Change
+$1.86M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$433M
2
FMP
2
Financial Management Professionals
Texas
$23.6M
3
AB
3
AT Bancorp
Iowa
$29.8M
4
Jane Street
4
Jane Street
New York
$12.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.69M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$9.82M
2
SWM
2
SVA Wealth Management
Wisconsin
$12.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$695K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.56M
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$7.33M +$114K +7,944 +2%
MAM
27
Marquette Asset Management
Minnesota
$7.01M -$19.8K -1,376 -0.3%
SI
28
SII Investments
Wisconsin
$6.58M +$763K +53,020 +13%
NIC
29
Northwest Investment Counselors
Oregon
$6.34M +$233K +16,212 +4%
EHPM
30
Emery Howard Portfolio Management
California
$6.05M +$122K +8,448 +2%
Ameriprise
31
Ameriprise
Minnesota
$5.98M +$613K +42,644 +11%
WCWM
32
Wooster Corthell Wealth Management
Connecticut
$5.86M -$295K -20,524 -5%
CCM
33
CWH Capital Management
Washington
$5.85M -$1.49M -103,460 -20%
PFG
34
Piershale Financial Group
Illinois
$5.8M +$1.51M +105,112 +35%
MFT
35
Moisand Fitzgerald Tamayo
Florida
$5.79M -$108K -7,528 -2%
ACM
36
Avalon Capital Management
California
$5.78M +$3.06M +212,524 +112%
MAS
37
Madden Advisory Services
Florida
$5.33M +$187K +13,016 +4%
PA
38
Planning Alternatives
Michigan
$5.23M -$88.3K -6,140 -2%
PMG
39
ProVise Management Group
Florida
$5.19M +$144K +10,028 +3%
SFS
40
Summit Financial Strategies
Ohio
$5.19M +$228K +15,864 +5%
BFG
41
Bouchey Financial Group
New York
$4.69M -$1.01M -69,904 -18%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$4.45M -$320K -22,212 -7%
SJIM
43
St. Johns Investment Management
Florida
$4.44M +$3.54M +246,200 +395%
ADL
44
Asset Dedication LLC
California
$4.35M +$119K +8,296 +3%
CFA
45
Cahill Financial Advisors
Minnesota
$4.2M +$11.5K +796 +0.3%
UCFA
46
United Capital Financial Advisors
Texas
$4.05M -$512K -35,576 -11%
AWM
47
Avior Wealth Management
Nebraska
$3.97M +$38.4K +2,672 +1%
NDSI
48
Newman Dignan & Sheerar Inc
Rhode Island
$3.81M +$76.3K +5,304 +2%
NSAM
49
North Star Asset Management
Wisconsin
$3.72M +$101K +7,040 +3%
NPC
50
National Planning Corporation
California
$3.64M +$64.3K +4,672 +2%
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