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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.

New
Increased
Maintained
Reduced
Closed
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 %
APP
126
Avantax Planning Partners
Iowa
$1.12M +$1.12M +72,844 New
CWM
127
Confluence Wealth Management
Oregon
$1.11M +$148K +9,648 +15%
FC
128
Financial Consulate
Maryland
$1.11M +$60.1K +3,908 +6%
BBA
129
BLB&B Advisors
Pennsylvania
$1.07M +$50.9K +3,312 +5%
HR
130
Howe & Rusling
New York
$1.06M +$97.7K +6,360 +10%
FA
131
Fagan Associates
New York
$1.04M +$40.2K +2,616 +4%
FWP
132
FAS Wealth Partners
Kansas
$1.04M +$202K +13,152 +24%
AOWM
133
Alpha Omega Wealth Management
Virginia
$1.04M +$1.04M +67,912 New
MAS
134
Managed Account Services
Florida
$1.04M +$1.04M +67,320 New
TRCT
135
Tower Research Capital (TRC)
New York
$985K +$740K +48,160 +302%
FC
136
FCA Corp
Texas
$982K +$324K +21,084 +49%
FCI
137
Financial Counselors Inc
Kansas
$982K +$982K +63,900 New
SEIA
138
Signature Estate & Investment Advisors
California
$979K -$126K -8,228 -11%
BCMO
139
Buckingham Capital Management (Ohio)
Ohio
$945K +$38.8K +2,524 +4%
PAM
140
Premier Asset Management
Illinois
$940K +$44.5K +2,900 +5%
BFPW
141
BOK Financial Private Wealth
Colorado
$922K -$5.1K -332 -0.6%
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$878K +$878K +57,116 New
MCM
143
Mengis Capital Management
Oregon
$866K +$161K +10,464 +23%
CWM
144
Cabot Wealth Management
Massachusetts
$825K +$152K +9,884 +23%
BBPWM
145
Blue Bell Private Wealth Management
Pennsylvania
$805K -$163K -10,632 -17%
IF
146
Ironwood Financial
Arizona
$789K -$27.5K -1,792 -3%
LWMT
147
Legacy Wealth Management (Tennessee)
Tennessee
$786K -$10.1K -660 -1%
IWM
148
Integrated Wealth Management
California
$753K +$204K +13,276 +37%
FAAS
149
First Allied Advisory Services
California
$742K +$316K +20,540 +74%
CIAS
150
Capital Investment Advisory Services
North Carolina
$739K +$739K +48,112 New
4 5
6
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