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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 %
SIA
51
Starfire Investment Advisers
Michigan
$2.98M +$4.94K +380 +0.2%
PMG
52
ProVise Management Group
Florida
$2.95M +$42.1K +3,240 +1%
WC
53
Whitnell & Co
Illinois
$2.69M +$286K +21,960 +12%
CMP
54
Courage Miller Partners
Virginia
$2.63M -$42.6K -3,276 -2%
JWA
55
JFS Wealth Advisors
Pennsylvania
$2.61M -$4.63K -356 -0.2%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$2.59M -$1.3M -100,040 -33%
Wells Fargo
57
Wells Fargo
California
$2.57M -$2.68M -206,184 -51%
BSB
58
Bangor Savings Bank
Maine
$2.23M -$151K -11,616 -6%
SIC
59
Salem Investment Counselors
North Carolina
$2.22M +$108K +8,320 +5%
DIA
60
Denver Investment Advisors
Colorado
$2.18M +$662K +50,852 +44%
ICOA
61
Investment Centers of America
North Dakota
$2.14M +$251K +19,320 +13%
HIC
62
Hartline Investment Corp
Illinois
$2.14M -$104K -8,028 -5%
VNA
63
Valley National Advisers
Pennsylvania
$1.99M -$49.5K -3,808 -2%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$1.96M +$622K +47,796 +47%
SWA
65
Sutton Wealth Advisors
Florida
$1.95M +$1.95M +149,700 New
Morgan Stanley
66
Morgan Stanley
New York
$1.83M -$4.37M -335,776 -71%
BJ
67
Brouwer & Janachowski
California
$1.82M -$168K -12,888 -8%
PS
68
Portfolio Solutions
Michigan
$1.81M +$1.16M +89,496 +180%
Ameriprise
69
Ameriprise
Minnesota
$1.77M -$5.64M -437,524 -76%
SFA
70
Sequoia Financial Advisors
Ohio
$1.74M -$103K -7,940 -6%
FIM
71
Frontier Investment Management
Texas
$1.72M +$9.05K +696 +0.5%
BlackRock
72
BlackRock
New York
$1.65M +$316K +24,312 +24%
FWM
73
Frontier Wealth Management
Missouri
$1.6M +$80.1K +6,160 +5%
SFG
74
Sage Financial Group
Pennsylvania
$1.56M +$83K +6,380 +6%
CFMC
75
Curbstone Financial Management Corp
New Hampshire
$1.53M -$748K -57,480 -33%
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