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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 %
TCM
151
Twele Capital Management
Minnesota
$382K +$11K +812 +3%
DW
152
Domani Wealth
Pennsylvania
$381K +$9.5K +704 +3%
BCM
153
Boltwood Capital Management
California
$376K +$54.9K +4,068 +17%
BL
154
BCWM LLC
Kansas
$364K -$324 -24 -0.1%
RPA
155
Rock Point Advisors
Vermont
$364K +$71.1K +5,256 +24%
BPM
156
Bowling Portfolio Management
Ohio
$358K -$1.84K -136 -0.5%
IWM
157
Integrated Wealth Management
California
$354K +$240K +17,792 +211%
Creative Planning
158
Creative Planning
Kansas
$348K +$245K +18,096 +237%
TIA
159
Tiemann Investment Advisors
California
$338K -$4.06K -300 -1%
VCP
160
Vista Capital Partners
Oregon
$333K -$3.08K -228 -0.9%
TCM
161
Tuttle Capital Management
Connecticut
$321K – – –
RJA
162
Raymond James & Associates
Florida
$321K +$5.4K +400 +2%
VWM
163
Venturi Wealth Management
Texas
$317K -$241K -17,812 -43%
ACM
164
Argentus Capital Management
Texas
$317K -$171K -12,648 -35%
SIC
165
Sigma Investment Counselors
Michigan
$312K +$19.3K +1,428 +7%
WA
166
WBH Advisory
Maryland
$303K -$593 -44 -0.2%
SIG
167
Stanford Investment Group
California
$303K – – –
CIC
168
Carnegie Investment Counsel
Ohio
$302K -$5.16K -364 -2%
B
169
Bailard
California
$300K +$14.3K +1,060 +5%
AIM
170
Aspen Investment Management
Michigan
$297K -$6.49K -480 -2%
TF
171
Trutina Financial
Washington
$282K +$40K +2,960 +17%
PO
172
Private Ocean
California
$274K +$54 +4 +0%
OC
173
Oarsman Capital
Wisconsin
$264K +$12.3K +908 +5%
S
174
SignatureFD
Georgia
$262K -$67.3K -4,988 -20%
AIA
175
Allegis Investment Advisors
Idaho
$258K -$10.8K -812 -4%
5 6
7
8 9