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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.

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 %
Morgan Stanley
51
Morgan Stanley
New York
$5.35M -$192K -12,028 -3%
MWM
52
Meridian Wealth Management
Kentucky
$5.33M -$393K -24,624 -7%
TP
53
Truvvo Partners
New York
$5.32M +$5.32M +887,820 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$5.17M -$422K -26,436 -8%
NDSI
55
Newman Dignan & Sheerar Inc
Rhode Island
$5.16M +$93.1K +5,828 +2%
MM
56
Meridian Management
Arkansas
$4.97M +$375K +23,440 +8%
BFG
57
Bouchey Financial Group
New York
$4.96M -$50.2K -3,140 -1%
ADL
58
Asset Dedication LLC
California
$4.95M -$58.1K -3,640 -1%
NSAM
59
North Star Asset Management
Wisconsin
$4.94M +$248K +15,500 +5%
LPL Financial
60
LPL Financial
California
$4.94M +$159K +9,972 +3%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$4.76M +$173K +10,820 +4%
ICOA
62
Investment Centers of America
North Dakota
$4.65M +$310K +19,380 +7%
PFM
63
Parsec Financial Management
North Carolina
$4.58M +$362K +22,664 +9%
AWM
64
Avior Wealth Management
Nebraska
$4.52M +$169K +10,604 +4%
SFA
65
Sequoia Financial Advisors
Ohio
$4.45M +$10K +628 +0.2%
CFA
66
Cahill Financial Advisors
Minnesota
$4.22M +$25.9K +1,620 +0.6%
AWMG
67
Alliance Wealth Management Group
New Jersey
$4.04M +$1.08M +67,800 +37%
NPC
68
National Planning Corporation
California
$3.99M -$676K -42,004 -14%
FF
69
Friedenthal Financial
New Jersey
$3.84M -$352K -22,036 -8%
TCM
70
Tradewinds Capital Management
Washington
$3.59M +$146K +9,128 +4%
SIA
71
Starfire Investment Advisers
Michigan
$3.58M +$43.4K +2,716 +1%
SFG
72
Sage Financial Group
Pennsylvania
$3.45M +$786K +49,200 +30%
PCM
73
Peak Capital Management
Colorado
$3.39M +$3.39M +212,368 New
BSB
74
Bangor Savings Bank
Maine
$3.37M +$145K +9,080 +4%
WC
75
Whitnell & Co
Illinois
$3.37M -$3.71K -232 -0.1%
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3
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