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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

257 hedge funds and large institutions have $1.19B invested in Schwab U.S Small- Cap ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 76 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
27
Increased
120
Reduced
76
Closed
8
Calls
$2.31M
Puts
$230K
Net Calls
+$2.08M
Net Calls Change
+$1.86M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$433M
2
FMP
Financial Management Professionals
Texas
$23.6M
3
AB
AT Bancorp
Iowa
$29.8M
4
Jane Street
Jane Street
New York
$12.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.69M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$9.82M
2
SWM
SVA Wealth Management
Wisconsin
$12.9M
3
Goldman Sachs
Goldman Sachs
New York
$695K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.56M
5
FWM
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$440K -$1.44K -100 -0.3%
TCM
152
Twele Capital Management
Minnesota
$427K +$19.9K +1,380 +5%
FANJ
153
Financial Architects (New Jersey)
New Jersey
$423K -$2.08K -144 -0.5%
MFS
154
MSI Financial Services
Massachusetts
$401K -$27.1K -1,880 -6%
BL
155
BCWM LLC
Kansas
$400K +$11.8K +816 +3%
FAAS
156
First Allied Advisory Services
California
$399K +$399K +27,720 New
VCP
157
Vista Capital Partners
Oregon
$393K +$38.6K +2,688 +11%
RPA
158
Rock Point Advisors
Vermont
$383K -$4.32K -300 -1%
VWM
159
Venturi Wealth Management
Texas
$379K +$42K +2,920 +12%
AI
160
Atria Investments
North Carolina
$372K +$372K +25,844 New
AG
161
Advisor Group
Arizona
$369K -$57.7K -4,024 -14%
WA
162
WBH Advisory
Maryland
$363K +$39.9K +2,776 +12%
TIA
163
Tiemann Investment Advisors
California
$354K -$5.76K -400 -2%
SIC
164
Sigma Investment Counselors
Michigan
$353K +$20.7K +1,436 +6%
OC
165
Oarsman Capital
Wisconsin
$347K +$65.9K +4,584 +23%
TCM
166
Tuttle Capital Management
Connecticut
$333K – – –
TF
167
Trutina Financial
Washington
$329K +$28.7K +1,992 +10%
B
168
Bailard
California
$320K – – –
AIM
169
Aspen Investment Management
Michigan
$316K – – –
CAN
170
Cetera Advisor Networks
California
$314K +$81.5K +5,668 +35%
HFS
171
HL Financial Services
Kentucky
$309K +$53.4K +3,708 +21%
SIG
172
Stanford Investment Group
California
$296K -$26.4K -1,836 -8%
TYCC
173
Texas Yale Capital Corp
Florida
$293K +$27.8K +1,932 +10%
PO
174
Private Ocean
California
$292K +$115 +8 +0%
BAM
175
Barrett Asset Management
New York
$289K +$44.9K +3,120 +18%
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