SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

332 hedge funds and large institutions have $1.92B invested in Schwab U.S Small- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 169 increasing their positions, 84 reducing their positions, and 19 closing their positions.

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
8.29%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
46
Increased
169
Reduced
84
Closed
19
Calls
$895K
Puts
$250K
Net Calls
+$645K
Net Calls Change
+$41K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$792M
2
PCA
2
Personal Capital Advisors
California
$65.6M
3
ACM
3
Alpha Capital Management
Texas
$25.2M
4
SEI Investments
4
SEI Investments
Pennsylvania
$118M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$16.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.67M
2
UBS Group
2
UBS Group
Switzerland
$9.59M
3
RBA
3
Richard Bernstein Advisors
New York
$0
4
TAT
4
TD Ameritrade Trust
Colorado
$8.88M
5
Jane Street
5
Jane Street
New York
$9.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$792M 12,398,700 +1,890,731 +18%
SEI Investments
2
SEI Investments
Pennsylvania
$118M 1,851,814 +273,433 +17%
PCA
3
Personal Capital Advisors
California
$65.6M 1,026,868 +984,131 +2,303%
AB
4
AT Bancorp
Iowa
$39.8M 621,915 -38,514 -6%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$39.3M 616,094 +46,714 +8%
QI
6
QS Investors
New York
$30.7M 479,969 +42,397 +10%
Charles Schwab
7
Charles Schwab
California
$28.7M 448,552 +56,333 +14%
FMP
8
Financial Management Professionals
Texas
$27.2M 425,762 -7,005 -2%
ACM
9
Alpha Capital Management
Texas
$25.2M 394,926 +388,678 +6,221%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$23.6M 369,074 +22,623 +7%
SHJ
11
Sharkey, Howes & Javer
Colorado
$23.1M 361,531 -68,171 -16%
PFG
12
Piershale Financial Group
Illinois
$22.3M 353,851 – –
Ameriprise
13
Ameriprise
Minnesota
$18.5M 289,152 +37,407 +15%
UCFA
14
United Capital Financial Advisors
Texas
$18M 281,226 +4,931 +2%
WAM
15
Wealthspire Advisors (Maryland)
Maryland
$16.7M 261,396 +23,497 +10%
Financial Engines Advisors
16
Financial Engines Advisors
California
$16.4M 256,544 +256,544 New
GA
17
Geneva Advisors
Illinois
$15.9M 249,054 -19,574 -7%
AWS
18
AJ Wealth Strategies
New York
$15.8M 247,601 +29,826 +14%
MWAC
19
Mariner Wealth Advisors (Cincinnati)
Ohio
$14M 219,817 +16,216 +8%
SWM
20
SVA Wealth Management
Wisconsin
$13.8M 215,359 +768 +0.4%
BWM
21
BerganKDV Wealth Management
Minnesota
$12.8M 199,546 +13,747 +7%
GAM
22
Gemmer Asset Management
California
$12.6M 197,331 +24,833 +14%
MI
23
Moneywise Inc
Virginia
$11M 171,450 +5,411 +3%
WA
24
WealthTrust-Arizona
Arizona
$10.2M 159,584 +1,138 +0.7%
UBS Group
25
UBS Group
Switzerland
$9.59M 150,099 -975,075 -87%
1
2 3 4 5