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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

157 hedge funds and large institutions have $333M invested in Schwab U.S Small- Cap ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
4.52%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.37%
New
23
Increased
69
Reduced
50
Closed
16
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
+$1.92M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$6.87M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.6M
3
CSIA
3
Charles Schwab Investment Advisory
California
$78.3M
4
Charles Schwab
4
Charles Schwab
California
$14.4M
5
CMP
5
Courage Miller Partners
Virginia
$2.43M

Top Sellers

1
SMG
1
Spectrum Management Group
Indiana
$13.7M
2
FMP
2
Financial Management Professionals
Texas
$272K
3
KFA
3
Kays Financial Advisory
Georgia
$16.7M
4
PMG
4
ProVise Management Group
Florida
$1.63M
5
TCM
5
Tuttle Capital Management
Connecticut
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
26
Parsec Financial Management
North Carolina
$2.53M +$22.6K +1,652 +0.9%
CMP
27
Courage Miller Partners
Virginia
$2.43M +$1.45M +105,500 +147%
BSB
28
Bangor Savings Bank
Maine
$2.33M +$2.58K +188 +0.1%
CCA
29
Cobblestone Capital Advisors
New York
$2.19M -$64.1K -4,680 -3%
MIAN
30
Mariner Independent Advisor Network
Kansas
$2.18M +$2.18M +158,948 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.1M +$217K +15,836 +12%
BJ
32
Brouwer & Janachowski
California
$2.04M +$799K +58,272 +64%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.01M -$531K -38,720 -21%
HIC
34
Hartline Investment Corp
Illinois
$1.95M -$674K -49,204 -26%
LPL Financial
35
LPL Financial
California
$1.8M +$93K +6,784 +5%
OCM
36
One Capital Management
California
$1.78M +$17.4K +1,272 +1%
FF
37
Friedenthal Financial
New Jersey
$1.78M +$126K +9,180 +8%
U
38
UBS
Switzerland
$1.72M -$4.48M -327,124 -72%
SIC
39
Salem Investment Counselors
North Carolina
$1.7M -$113K -8,260 -6%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$1.67M -$552K -40,316 -25%
PMG
41
ProVise Management Group
Florida
$1.63M -$5.34M -389,488 -77%
CCM
42
CWH Capital Management
Washington
$1.61M -$147K -10,700 -8%
CCM
43
Condor Capital Management
New Jersey
$1.51M +$667K +48,672 +79%
PA
44
Planning Alternatives
Michigan
$1.51M +$299K +21,844 +25%
TCM
45
Tuttle Capital Management
Connecticut
$1.46M -$4.98M -361,492 -77%
AI
46
Atria Investments
North Carolina
$1.41M -$427K -31,176 -23%
Morgan Stanley
47
Morgan Stanley
New York
$1.26M +$126K +9,172 +11%
JFG
48
JMG Financial Group
Illinois
$1.2M +$687K +50,132 +135%
EHPM
49
Emery Howard Portfolio Management
California
$1.15M +$364K +26,572 +46%
Bank of America
50
Bank of America
North Carolina
$1.05M +$24.1K +1,760 +2%
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