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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

290 hedge funds and large institutions have $1.54B invested in Schwab U.S Small- Cap ETF in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
290
Holders Change
+33
Holders Change %
+12.84%
% of All Funds
7.26%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
1%
New
53
Increased
142
Reduced
69
Closed
18
Calls
$441K
Puts
$940K
Net Calls
-$499K
Net Calls Change
-$2.58M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$537M
2
Bank of America
2
Bank of America
North Carolina
$103M
3
GA
3
Geneva Advisors
Illinois
$15.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$17.1M
5
PFG
5
Piershale Financial Group
Illinois
$18.6M

Top Sellers

1
MM
1
Meridian Management
Arkansas
$6.09M
2
ACM
2
Avalon Capital Management
California
$2.83M
3
UBS Group
3
UBS Group
Switzerland
$62.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$1.71M +$504K +32,808 +42%
BC
102
Bartlett & Co
Ohio
$1.69M -$4.92K -320 -0.3%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$1.69M +$1.57M +102,272 +1,364%
RWM
104
RKL Wealth Management
Pennsylvania
$1.62M +$509K +33,128 +46%
LYV
105
Live Your Vision
Pennsylvania
$1.56M -$151K -9,844 -9%
MA
106
MUFG Americas
New York
$1.56M -$128K -8,316 -8%
GC
107
Grimes & Company
Massachusetts
$1.55M +$12.7K +828 +0.8%
Mariner
108
Mariner
Kansas
$1.53M +$42.8K +2,788 +3%
Creative Planning
109
Creative Planning
Kansas
$1.49M +$491K +31,932 +49%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$1.49M +$1.49M +96,588 New
PAG
111
Private Advisor Group
New Jersey
$1.48M -$624 -40 -0%
PA
112
Pinnacle Associates
New York
$1.46M +$5.9K +384 +0.4%
MCM
113
Mitchell Capital Management
Kansas
$1.44M +$1.23M +79,924 +574%
PA
114
Parallel Advisors
California
$1.4M +$1.4M +91,360 New
LIM
115
Leavell Investment Management
Alabama
$1.4M +$262K +17,064 +23%
BWM
116
BerganKDV Wealth Management
Minnesota
$1.39M -$51.8K -3,368 -4%
CB
117
Community Bank
New York
$1.35M +$87K +5,660 +7%
LFA
118
Landmark Financial Advisors
Kentucky
$1.3M +$70.5K +4,584 +6%
BJ
119
Brouwer & Janachowski
California
$1.26M -$166K -10,824 -12%
PFA
120
Pinnacle Family Advisors
Missouri
$1.25M +$1.25M +81,348 New
SFSG
121
Stearns Financial Services Group
North Carolina
$1.23M +$79.3K +5,160 +7%
CCM
122
Condor Capital Management
New Jersey
$1.2M +$2.27K +148 +0.2%
PWMAG
123
Pinnacle Wealth Management Advisory Group
New Jersey
$1.15M – – –
SMG
124
Spectrum Management Group
Indiana
$1.14M +$20.9K +1,360 +2%
AA
125
Alesco Advisors
New York
$1.13M -$110K -7,180 -9%
3 4
5
6 7