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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.

New
Increased
Maintained
Reduced
Closed
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 %
LFA
101
Landmark Financial Advisors
Kentucky
$1.15M +$139K +9,624 +14%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$1.13M -$1.31M -91,100 -54%
CCM
103
Condor Capital Management
New Jersey
$1.12M -$4.38K -304 -0.4%
PWMAG
104
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M -$5.18K -360 -0.5%
SFSG
105
Stearns Financial Services Group
North Carolina
$1.08M +$27.8K +1,936 +3%
LIM
106
Leavell Investment Management
Alabama
$1.06M -$16.1K -1,120 -1%
SMG
107
Spectrum Management Group
Indiana
$1.05M – – –
RWM
108
RKL Wealth Management
Pennsylvania
$1.04M -$45K -3,124 -4%
SEIA
109
Signature Estate & Investment Advisors
California
$1.04M -$16.1K -1,116 -2%
FC
110
Financial Consulate
Maryland
$980K +$10.7K +744 +1%
PP
111
Pension Partners
New York
$976K +$976K +67,840 New
BCP
112
Berkeley Capital Partners
Georgia
$976K +$976K +67,840 New
BBA
113
BLB&B Advisors
Pennsylvania
$952K -$37.4K -2,600 -4%
FA
114
Fagan Associates
New York
$939K +$230 +16 +0%
Creative Planning
115
Creative Planning
Kansas
$933K +$563K +39,100 +152%
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$907K +$303K +21,060 +50%
CWM
117
Confluence Wealth Management
Oregon
$900K +$117K +8,108 +15%
HR
118
Howe & Rusling
New York
$897K -$3.16K -220 -0.4%
EMA
119
Efficient Market Advisors
California
$872K -$418K -29,060 -32%
BFPW
120
BOK Financial Private Wealth
Colorado
$868K +$9.67K +672 +1%
BCMO
121
Buckingham Capital Management (Ohio)
Ohio
$848K -$61.5K -4,276 -7%
PAM
122
Premier Asset Management
Illinois
$838K -$9.2K -640 -1%
FWP
123
FAS Wealth Partners
Kansas
$788K +$263K +18,276 +50%
IF
124
Ironwood Financial
Arizona
$764K +$24.3K +1,688 +3%
LWMT
125
Legacy Wealth Management (Tennessee)
Tennessee
$745K +$26.5K +1,844 +4%
3 4
5
6 7