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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

236 hedge funds and large institutions have $905M invested in Schwab U.S Small- Cap ETF in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+9
Holders Change %
+3.96%
% of All Funds
6.3%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.69%
New
32
Increased
107
Reduced
75
Closed
22
Calls
$419K
Puts
$245K
Net Calls
+$174K
Net Calls Change
+$316K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$53.2M
2
UBS Group
UBS Group
Switzerland
$47M
3
CSIA
Charles Schwab Investment Advisory
California
$292M
4
RBA
Richard Bernstein Advisors
New York
$13.8M
5
AB
AT Bancorp
Iowa
$13.2M

Top Sellers

1
BO
BRR OpCo
Ohio
$0
2
SMG
Spectrum Management Group
Indiana
$952K
3
Ameriprise
Ameriprise
Minnesota
$1.77M
4
HP
HT Partners
Connecticut
$0
5
Morgan Stanley
Morgan Stanley
New York
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
151
JMG Financial Group
Illinois
$349K -$1.95M -149,732 -85%
BPM
152
Bowling Portfolio Management
Ohio
$346K -$41.6K -3,200 -11%
FANJ
153
Financial Architects (New Jersey)
New Jersey
$332K -$76.3K -5,876 -19%
TIA
154
Tiemann Investment Advisors
California
$329K -$1.04K -80 -0.3%
VCP
155
Vista Capital Partners
Oregon
$324K -$26.1K -2,008 -7%
S
156
SignatureFD
Georgia
$318K +$28.9K +2,220 +10%
BCM
157
Boltwood Capital Management
California
$309K +$27.4K +2,108 +10%
TCM
158
Tuttle Capital Management
Connecticut
$304K -$105 -8 -0%
RJA
159
Raymond James & Associates
Florida
$304K +$304K +23,380 New
SIG
160
Stanford Investment Group
California
$292K -$363K -27,868 -55%
WA
161
WBH Advisory
Maryland
$292K +$2.75K +212 +1%
AIM
162
Aspen Investment Management
Michigan
$292K +$4.16K +320 +1%
CIC
163
Carnegie Investment Counsel
Ohio
$282K -$6.98K -536 -2%
RPA
164
Rock Point Advisors
Vermont
$282K -$3.65K -280 -1%
SIC
165
Sigma Investment Counselors
Michigan
$282K +$20.1K +1,548 +8%
GC
166
Garde Capital
Washington
$277K +$29K +2,232 +12%
B
167
Bailard
California
$275K +$275K +21,172 New
PO
168
Private Ocean
California
$264K +$156 +12 +0.1%
AIA
169
Allegis Investment Advisors
Idaho
$263K +$5.3K +408 +2%
TSWM
170
Triangle Securities Wealth Management
North Carolina
$262K +$262K +20,152 New
Bank of New York Mellon
171
Bank of New York Mellon
New York
$258K -$17.6K -1,356 -6%
FAAS
172
First Allied Advisory Services
California
$249K -$77K -5,908 -24%
MI
173
Montage Investments
Kansas
$245K +$245K +18,800 New
OC
174
Oarsman Capital
Wisconsin
$242K -$11.6K -892 -5%
TF
175
Trutina Financial
Washington
$233K +$32K +2,460 +16%
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