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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 %
TYCC
176
Texas Yale Capital Corp
Florida
$465K +$152K +9,880 +49%
TCM
177
Twele Capital Management
Minnesota
$457K +$1.11K +72 +0.2%
BL
178
BCWM LLC
Kansas
$450K +$22.4K +1,452 +5%
STMM
179
South Texas Money Management
Texas
$445K -$39.1K -2,544 -8%
VCP
180
Vista Capital Partners
Oregon
$442K +$21.9K +1,424 +5%
FANJ
181
Financial Architects (New Jersey)
New Jersey
$439K -$12.3K -800 -3%
SFS
182
Strategic Financial Services
New York
$437K +$437K +28,448 New
TH
183
Timber Hill
Connecticut
$420K -$1.28M -83,040 -75%
Millennium Management
184
Millennium Management
New York
$409K +$409K +26,608 New
WA
185
WBH Advisory
Maryland
$408K +$20.2K +1,316 +5%
AIM
186
Aspen Investment Management
Michigan
$406K +$68.2K +4,440 +20%
Bank of New York Mellon
187
Bank of New York Mellon
New York
$402K +$144K +9,356 +56%
SG
188
Somerset Group
Minnesota
$396K +$396K +25,764 New
SIC
189
Sigma Investment Counselors
Michigan
$395K +$17.7K +1,152 +5%
OC
190
Oarsman Capital
Wisconsin
$392K +$21.4K +1,396 +6%
BC
191
Barnett & Company
Tennessee
$387K +$83.9K +5,460 +28%
TF
192
Trutina Financial
Washington
$385K +$33.6K +2,188 +10%
LCM
193
Liberty Capital Management
Michigan
$374K +$295K +19,048 +371%
RC
194
Roundview Capital
New Jersey
$373K +$373K +24,248 New
AIS
195
Accurate Investment Solutions
Pennsylvania
$367K +$128K +8,308 +53%
RPA
196
Rock Point Advisors
Vermont
$358K -$51.6K -3,352 -13%
LF
197
Lee Financial
Texas
$355K +$355K +23,096 New
FNBT
198
FineMark National Bank & Trust
Florida
$354K +$68.5K +4,460 +24%
WP
199
WealthSource Partners
California
$351K +$351K +22,848 New
US Bancorp
200
US Bancorp
Minnesota
$350K +$101K +6,540 +40%
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8
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