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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 %
EK
51
Evensky & Katz
Florida
$3.19M -$1.02M -75,164 -24%
TCM
52
Tradewinds Capital Management
Washington
$3.18M -$26.6K -1,968 -0.8%
SIA
53
Starfire Investment Advisers
Michigan
$3.05M -$38.1K -2,824 -1%
KKAMG
54
Kernodle & Katon Asset Management Group
Arkansas
$2.98M -$807K -59,712 -21%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.95M +$1.45M +107,532 +97%
ICOA
56
Investment Centers of America
North Dakota
$2.91M +$683K +50,468 +31%
WC
57
Whitnell & Co
Illinois
$2.77M -$20.5K -1,516 -0.7%
JWA
58
JFS Wealth Advisors
Pennsylvania
$2.7M -$8.54K -632 -0.3%
CMP
59
Courage Miller Partners
Virginia
$2.7M -$32.8K -2,432 -1%
Wells Fargo
60
Wells Fargo
California
$2.59M -$75.3K -5,576 -3%
OCM
61
One Capital Management
California
$2.59M +$72.8K +5,392 +3%
ACM
62
Avalon Capital Management
California
$2.56M +$2.56M +189,340 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$2.49M -$201K -14,912 -7%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$2.47M +$438K +32,476 +22%
DIA
65
Denver Investment Advisors
Colorado
$2.36M +$99.7K +7,384 +4%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$2.29M +$1.65M +122,220 +259%
SIC
67
Salem Investment Counselors
North Carolina
$2.26M -$42.1K -3,120 -2%
KF
68
Krilogy Financial
Missouri
$2.26M +$1.36M +100,484 +151%
BSB
69
Bangor Savings Bank
Maine
$2.18M -$138K -10,200 -6%
SWA
70
Sutton Wealth Advisors
Florida
$2.1M +$73.2K +5,416 +4%
PS
71
Portfolio Solutions
Michigan
$2.09M +$206K +15,256 +11%
VNA
72
Valley National Advisers
Pennsylvania
$2.06M -$11.1K -820 -0.5%
Morgan Stanley
73
Morgan Stanley
New York
$1.97M +$73.2K +5,420 +4%
GA
74
Gateway Advisory
New Jersey
$1.89M +$1.89M +135,948 New
SFA
75
Sequoia Financial Advisors
Ohio
$1.85M +$37.1K +2,748 +2%
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