SCHA icon

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 %
Chevy Chase Trust
201
Chevy Chase Trust
Maryland
$101K – – –
PSUF
202
People's United Financial
Connecticut
$101K +$101K +7,496 New
CDIA
203
Capital Directions Investment Advisors
Georgia
$82K – – –
FMP
204
Financial Management Professionals
Texas
$76K +$11.9K +880 +19%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$72K +$1.94K +144 +3%
WOC
206
West Oak Capital
California
$69.5K +$31.6K +2,336 +83%
CPIG
207
Chicago Partners Investment Group
Illinois
$65K +$109 +8 +0.2%
TWA
208
TCI Wealth Advisors
Arizona
$58K – – –
WEC
209
Winslow Evans & Crocker
Massachusetts
$54.6K – – –
FIB
210
First Interstate Bank
Montana
$48K – – –
MWM
211
MinichMacGregor Wealth Management
New York
$46K -$5.29K -400 -10%
ST
212
Smithfield Trust
Pennsylvania
$44K – – –
ASN
213
Advisory Services Network
Georgia
$36K +$15.1K +1,120 +72%
PAI
214
Pittenger & Anderson Inc
Nebraska
$35K – – –
AP
215
Atwood & Palmer
Missouri
$25K – – –
US Bancorp
216
US Bancorp
Minnesota
$24K +$24K +1,792 New
AF
217
Allworth Financial
California
$22K +$22K +1,612 New
PFBT
218
Parkside Financial Bank & Trust
Missouri
$20K – – –
RCG
219
Ruggie Capital Group
Florida
$20K +$3.38K +252 +20%
PG
220
Patten Group
Tennessee
$18.9K +$704 +52 +4%
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$17K – – –
WTC
222
WhitTier Trust Company
Nevada
$16K +$16K +1,200 New
AA
223
Advisory Alpha
Michigan
$15K +$15K +1,108 New
RFA
224
Reilly Financial Advisors
California
$13K +$13K +948 New
PMFA
225
Plante Moran Financial Advisors
Michigan
$12K – – –
7 8
9
10 11