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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.

New
Increased
Maintained
Reduced
Closed
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 %
BRWA
126
B. Riley Wealth Advisors
Florida
$605K +$124K +9,148 +26%
CWM
127
Cabot Wealth Management
Massachusetts
$594K +$20K +1,480 +3%
EWM
128
Evermay Wealth Management
Virginia
$582K +$7.73K +572 +1%
FC
129
FCA Corp
Texas
$581K +$152K +11,236 +35%
SC
130
Savant Capital
Illinois
$579K +$46.1K +3,412 +9%
BBPWM
131
Blue Bell Private Wealth Management
Pennsylvania
$567K +$49.1K +3,632 +9%
CA
132
Cetera Advisors
Colorado
$561K +$172K +12,752 +44%
DWM
133
Destination Wealth Management
California
$558K +$163K +12,032 +41%
SGAM
134
Steinberg Global Asset Management
Florida
$552K +$57.3K +4,244 +12%
CA
135
Cambridge Advisors
Nebraska
$551K -$6.75K -500 -1%
DG
136
Davidson & Garrard
Virginia
$541K -$5.46K -404 -1%
RCA
137
Rowland Carmichael Advisors
Arizona
$534K +$105K +7,756 +24%
LCM
138
Leisure Capital Management
California
$531K +$6.91K +512 +1%
BHTS
139
Bar Harbor Trust Services
Maine
$530K -$62.1K -4,600 -10%
SS
140
Simplicity Solutions
Minnesota
$521K +$5.99K +444 +1%
FWP
141
FAS Wealth Partners
Kansas
$493K +$493K +36,520 New
IFS
142
Ifrah Financial Services
Arkansas
$440K -$2.43K -180 -0.5%
GHA
143
GW Henssler & Associates
Georgia
$435K -$44.6K -3,300 -9%
SAM
144
Summit Asset Management
Tennessee
$432K +$54 +4 +0%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$423K +$21.6K +1,596 +5%
MWP
146
MYCIO Wealth Partners
Pennsylvania
$421K +$421K +31,140 New
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$415K -$5.03K -372 -1%
MFS
148
MSI Financial Services
Massachusetts
$402K -$78.9K -5,836 -16%
FANJ
149
Financial Architects (New Jersey)
New Jersey
$399K +$53.2K +3,932 +15%
AG
150
Advisor Group
Arizona
$399K +$399K +29,740 New
4 5
6
7 8