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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 %
AMG
76
Asset Management Group
Connecticut
$1.51M -$108K -8,272 -7%
STMM
77
South Texas Money Management
Texas
$1.5M +$80.6K +6,200 +6%
BC
78
Bartlett & Co
Ohio
$1.45M +$109K +8,400 +8%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$1.44M -$275K -21,164 -16%
EMA
80
Efficient Market Advisors
California
$1.39M -$131K -10,092 -9%
SWM
81
Stockman Wealth Management
Montana
$1.39M -$53.7K -4,132 -4%
CCA
82
Cobblestone Capital Advisors
New York
$1.35M -$836K -64,280 -38%
PAG
83
Private Advisor Group
New Jersey
$1.31M +$94K +7,212 +8%
GAM
84
Garrison Asset Management
Arkansas
$1.27M -$8.54K -656 -0.7%
PA
85
Pinnacle Associates
New York
$1.21M +$66.1K +5,080 +6%
TRCT
86
Tower Research Capital (TRC)
New York
$1.14M +$152K +11,680 +15%
BWM
87
BerganKDV Wealth Management
Minnesota
$1.13M +$1.13M +87,152 New
BW
88
Bison Wealth
Georgia
$1.12M +$172K +13,220 +18%
RWM
89
RKL Wealth Management
Pennsylvania
$1.08M -$23K -1,772 -2%
CCM
90
Condor Capital Management
New Jersey
$1.06M -$14.7K -1,132 -1%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.04M +$578K +44,412 +124%
AA
92
Alesco Advisors
New York
$1.03M +$162K +12,424 +19%
TFF
93
The Family Firm
Maryland
$1.02M +$402K +30,932 +65%
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M +$73.1K +5,620 +8%
Mariner
95
Mariner
Kansas
$1.01M +$200K +15,352 +25%
SEIA
96
Signature Estate & Investment Advisors
California
$1M +$68.9K +5,300 +7%
LIM
97
Leavell Investment Management
Alabama
$988K -$148K -11,352 -13%
SMG
98
Spectrum Management Group
Indiana
$952K -$11.4M -879,268 -92%
BBA
99
BLB&B Advisors
Pennsylvania
$922K +$73.9K +5,676 +9%
FF
100
Friedenthal Financial
New Jersey
$907K – – –
2 3
4
5 6