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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 %
RWM
101
RKL Wealth Management
Pennsylvania
$1.03M -$106K -7,728 -9%
PWMAG
102
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M -$27.6K -2,040 -3%
LIM
103
Leavell Investment Management
Alabama
$1.01M -$13.1K -968 -1%
SMG
104
Spectrum Management Group
Indiana
$987K -$1.41K -104 -0.1%
SEIA
105
Signature Estate & Investment Advisors
California
$986K -$55.3K -4,096 -5%
SFSG
106
Stearns Financial Services Group
North Carolina
$984K +$62.3K +4,616 +7%
LFA
107
Landmark Financial Advisors
Kentucky
$953K +$77.9K +5,768 +9%
BBA
108
BLB&B Advisors
Pennsylvania
$929K -$27.8K -2,056 -3%
FC
109
Financial Consulate
Maryland
$910K +$8.05K +596 +0.9%
PAG
110
Pinnacle Advisory Group
Maryland
$897K +$40.2K +2,980 +5%
FA
111
Fagan Associates
New York
$882K +$11.7K +864 +1%
CB
112
Community Bank
New York
$879K +$99.2K +7,348 +13%
BCMO
113
Buckingham Capital Management (Ohio)
Ohio
$854K -$29.7K -2,196 -3%
HR
114
Howe & Rusling
New York
$845K +$295K +21,860 +54%
SJIM
115
St. Johns Investment Management
Florida
$842K +$303K +22,472 +56%
BFPW
116
BOK Financial Private Wealth
Colorado
$806K +$321K +23,736 +66%
PAM
117
Premier Asset Management
Illinois
$796K +$58.4K +4,320 +8%
Mariner
118
Mariner
Kansas
$755K -$290K -21,448 -28%
CWM
119
Confluence Wealth Management
Oregon
$736K +$50.4K +3,732 +7%
MCM
120
Mengis Capital Management
Oregon
$732K +$31.4K +2,328 +4%
HighTower Advisors
121
HighTower Advisors
Illinois
$701K +$93.9K +6,976 +15%
IF
122
Ironwood Financial
Arizona
$695K +$16.4K +1,216 +2%
FNBT
123
FineMark National Bank & Trust
Florida
$694K +$62K +4,596 +10%
LWMT
124
Legacy Wealth Management (Tennessee)
Tennessee
$674K +$674K +49,924 New
MA
125
MUFG Americas
New York
$644K +$231K +17,080 +56%
3 4
5
6 7