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
1
Charles Schwab Investment Advisory
California
$792M
2
PCA
2
Personal Capital Advisors
California
$65.6M
3
ACM
3
Alpha Capital Management
Texas
$25.2M
4
SEI Investments
4
SEI Investments
Pennsylvania
$118M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$16.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.67M
2
UBS Group
2
UBS Group
Switzerland
$9.59M
3
RBA
3
Richard Bernstein Advisors
New York
$0
4
TAT
4
TD Ameritrade Trust
Colorado
$8.88M
5
Jane Street
5
Jane Street
New York
$9.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$9.5M -$10.5M -657,388 -53%
BWA
27
Burt Wealth Advisors
Maryland
$9.18M +$848K +53,096 +10%
HighTower Advisors
28
HighTower Advisors
Illinois
$9.12M +$1.75M +109,616 +24%
TAT
29
TD Ameritrade Trust
Colorado
$8.88M -$14M -1,043,804 -61%
MAM
30
Marquette Asset Management
Minnesota
$8.8M +$6.65K +416 +0.1%
TPW
31
Tiller Private Wealth
Pennsylvania
$8.45M +$58.6K +3,668 +0.7%
Creative Planning
32
Creative Planning
Kansas
$8.4M +$5.36M +335,336 +176%
BWA
33
BlueSky Wealth Advisors
North Carolina
$8.37M +$290K +18,136 +4%
Bank of America
34
Bank of America
North Carolina
$7.67M -$122M -7,636,712 -94%
EHPM
35
Emery Howard Portfolio Management
California
$7.62M +$374K +23,384 +5%
BTIS
36
BB&T Investment Services
North Carolina
$7.32M +$2.69M +168,276 +58%
AA
37
Apriem Advisors
California
$7.23M -$4.06M -253,960 -36%
AG
38
Appleton Group
Wisconsin
$7.09M -$38.3K -2,400 -0.5%
NIC
39
Northwest Investment Counselors
Oregon
$7M +$136K +8,540 +2%
HSA
40
HBK Sorce Advisory
Pennsylvania
$6.94M -$539K -33,724 -7%
PMG
41
ProVise Management Group
Florida
$6.71M -$4.04M -252,680 -38%
MAS
42
Madden Advisory Services
Florida
$6.5M +$416K +26,008 +7%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$6.47M +$1.64M +102,868 +34%
SFS
44
Summit Financial Strategies
Ohio
$6.4M +$452K +28,312 +8%
WCWM
45
Wooster Corthell Wealth Management
Connecticut
$6.38M +$93.5K +5,852 +1%
SJIM
46
St. Johns Investment Management
Florida
$6.35M +$507K +31,736 +9%
RWM
47
RKL Wealth Management
Pennsylvania
$6.19M +$2.52M +158,220 +69%
PA
48
Planning Alternatives
Michigan
$5.67M +$84.4K +5,280 +2%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$5.63M -$162K -10,128 -3%
CCM
50
CWH Capital Management
Washington
$5.36M -$6.59M -412,376 -55%
1
2
3 4 5