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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 %
LPL Financial
51
LPL Financial
California
$3.55M -$33.4K -2,340 -0.9%
PFM
52
Parsec Financial Management
North Carolina
$3.54M +$53.3K +3,704 +2%
ICOA
53
Investment Centers of America
North Dakota
$3.47M +$364K +25,260 +12%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$3.45M +$821K +57,160 +31%
TCM
55
Tradewinds Capital Management
Washington
$3.4M +$14.2K +988 +0.4%
SIA
56
Starfire Investment Advisers
Michigan
$3.25M +$3.4K +236 +0.1%
JWA
57
JFS Wealth Advisors
Pennsylvania
$3.01M +$138K +9,604 +5%
OCM
58
One Capital Management
California
$2.98M +$223K +15,488 +8%
Wells Fargo
59
Wells Fargo
California
$2.97M +$204K +14,176 +7%
CMP
60
Courage Miller Partners
Virginia
$2.89M +$16.9K +1,176 +0.6%
WC
61
Whitnell & Co
Illinois
$2.86M -$91.4K -6,356 -3%
KKAMG
62
Kernodle & Katon Asset Management Group
Arkansas
$2.86M -$314K -21,808 -10%
Morgan Stanley
63
Morgan Stanley
New York
$2.73M +$636K +44,208 +30%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$2.64M -$6.56K -456 -0.2%
DIA
65
Denver Investment Advisors
Colorado
$2.62M +$106K +7,400 +4%
AG
66
Appleton Group
Wisconsin
$2.59M +$2.59M +179,708 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$2.56M -$3.1M -215,600 -55%
SFA
68
Sequoia Financial Advisors
Ohio
$2.54M +$572K +39,752 +29%
BSB
69
Bangor Savings Bank
Maine
$2.46M +$141K +9,780 +6%
SWA
70
Sutton Wealth Advisors
Florida
$2.38M +$149K +10,356 +7%
FF
71
Friedenthal Financial
New Jersey
$2.29M +$349K +24,264 +18%
VNA
72
Valley National Advisers
Pennsylvania
$2.27M +$74.9K +5,208 +3%
PS
73
Portfolio Solutions
Michigan
$2.22M – – –
EK
74
Evensky & Katz
Florida
$2.13M -$1.27M -87,996 -37%
SFG
75
Sage Financial Group
Pennsylvania
$2.12M +$176K +12,252 +9%
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