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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 %
TRCT
76
Tower Research Capital (TRC)
New York
$1.84M +$659K +48,788 +56%
SFG
77
Sage Financial Group
Pennsylvania
$1.83M +$205K +15,164 +13%
FF
78
Friedenthal Financial
New Jersey
$1.82M +$882K +65,300 +94%
BJ
79
Brouwer & Janachowski
California
$1.82M -$71.1K -5,260 -4%
FIM
80
Frontier Investment Management
Texas
$1.81M +$54K +4,064 +3%
FWM
81
Frontier Wealth Management
Missouri
$1.81M +$146K +10,784 +9%
IA
82
IFP Advisors
Florida
$1.73M +$1.65M +122,036 +2,027%
AMG
83
Asset Management Group
Connecticut
$1.72M +$148K +10,980 +9%
STMM
84
South Texas Money Management
Texas
$1.72M +$162K +12,012 +10%
BlackRock
85
BlackRock
New York
$1.64M -$71.3K -5,280 -4%
HIC
86
Hartline Investment Corp
Illinois
$1.6M -$613K -45,388 -28%
CFMC
87
Curbstone Financial Management Corp
New Hampshire
$1.56M -$24.3K -1,800 -2%
BC
88
Bartlett & Co
Ohio
$1.52M +$16.9K +1,252 +1%
SWM
89
Stockman Wealth Management
Montana
$1.46M +$23.6K +1,748 +2%
LYV
90
Live Your Vision
Pennsylvania
$1.46M +$664K +49,132 +83%
TFF
91
The Family Firm
Maryland
$1.38M +$322K +23,828 +30%
GAM
92
Garrison Asset Management
Arkansas
$1.32M +$1.51K +112 +0.1%
GC
93
Grimes & Company
Massachusetts
$1.3M +$1.3M +96,400 New
PAG
94
Private Advisor Group
New Jersey
$1.3M -$56.3K -4,176 -4%
PA
95
Pinnacle Associates
New York
$1.27M +$14.2K +1,048 +1%
EMA
96
Efficient Market Advisors
California
$1.21M -$231K -17,108 -16%
BWM
97
BerganKDV Wealth Management
Minnesota
$1.12M -$57.4K -4,248 -5%
CCA
98
Cobblestone Capital Advisors
New York
$1.1M -$304K -22,548 -22%
CCM
99
Condor Capital Management
New Jersey
$1.06M -$46.7K -3,456 -4%
AA
100
Alesco Advisors
New York
$1.04M -$24.3K -1,796 -2%
2 3
4
5 6