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Schwab U.S Small- Cap ETF
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Overview Fund Activity

150 hedge funds and large institutions have $399M invested in Schwab U.S Small- Cap ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+14
Holders Change %
+10.29%
% of All Funds
4.34%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
22
Increased
73
Reduced
39
Closed
7
Calls
$702K
Puts
$1.25M
Net Calls
-$547K
Net Calls Change
+$435K

Top Buyers

1
U
1
UBS
Switzerland
$6.07M
2
SWM
2
SVA Wealth Management
Wisconsin
$6.94M
3
VCM
3
Vigilant Capital Management
Maine
$3.82M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.68M
5
CSIA
5
Charles Schwab Investment Advisory
California
$73.9M

Top Sellers

1
PP
1
Pension Partners
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.66M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
BIT
4
BlackRock Institutional Trust
California
$150K
5
Citigroup
5
Citigroup
New York
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$3.5M -$292K -21,804 -8%
Wells Fargo
27
Wells Fargo
California
$3.17M +$2.12M +157,876 +201%
CFA
28
Cahill Financial Advisors
Minnesota
$2.94M +$604K +45,060 +26%
NPC
29
National Planning Corporation
California
$2.69M +$222K +16,264 +9%
Citigroup
30
Citigroup
New York
$2.68M -$2.68M -200,000 -50%
TCM
31
Tradewinds Capital Management
Washington
$2.6M +$135K +10,080 +5%
GA
32
Gateway Advisory
New Jersey
$2.6M +$313K +23,336 +14%
HIC
33
Hartline Investment Corp
Illinois
$2.57M -$417K -31,108 -14%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.49M -$845K -63,076 -25%
PFM
35
Parsec Financial Management
North Carolina
$2.46M +$72.4K +5,404 +3%
BSB
36
Bangor Savings Bank
Maine
$2.27M +$112K +8,356 +5%
CCA
37
Cobblestone Capital Advisors
New York
$2.2M +$62.8K +4,684 +3%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$2.17M +$775K +57,852 +56%
AP
39
Advisors Preferred
Maryland
$2.09M -$1.39M -103,744 -40%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.84M +$463K +34,572 +34%
AI
41
Atria Investments
North Carolina
$1.79M -$1.06M -79,332 -37%
SIC
42
Salem Investment Counselors
North Carolina
$1.77M +$122K +9,080 +7%
Ameriprise
43
Ameriprise
Minnesota
$1.73M +$1.24M +92,728 +256%
OCM
44
One Capital Management
California
$1.72M +$1.72M +128,504 New
CCM
45
CWH Capital Management
Washington
$1.72M -$898K -66,980 -34%
LPL Financial
46
LPL Financial
California
$1.67M +$499K +37,272 +43%
FF
47
Friedenthal Financial
New Jersey
$1.62M +$265K +19,788 +20%
VFS
48
VSR Financial Services
Kansas
$1.34M +$360K +26,860 +37%
BJ
49
Brouwer & Janachowski
California
$1.21M +$781K +58,316 +181%
PA
50
Planning Alternatives
Michigan
$1.18M +$88.1K +6,576 +8%
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