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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

157 hedge funds and large institutions have $324M invested in Schwab U.S Small- Cap ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
–
Holders Change %
0%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.32%
New
12
Increased
70
Reduced
53
Closed
12
Calls
$529K
Puts
$324K
Net Calls
+$205K
Net Calls Change
-$1.17M

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.68M
2
EK
2
Evensky & Katz
Florida
$6.04M
3
TRCT
3
Tower Research Capital (TRC)
New York
$4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$76.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.92M

Top Sellers

1
KFA
1
Kays Financial Advisory
Georgia
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$1.09M
3
FF
3
Friedenthal Financial
New Jersey
$619K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$310K
5
PR
5
Payden & Rygel
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Gateway Advisory
New Jersey
$2.65M +$63.4K +4,936 +2%
Citigroup
27
Citigroup
New York
$2.59M – – –
CMP
28
Courage Miller Partners
Virginia
$2.39M +$113K +8,768 +5%
PFM
29
Parsec Financial Management
North Carolina
$2.36M -$16.9K -1,312 -0.7%
BJ
30
Brouwer & Janachowski
California
$2.36M +$446K +34,692 +23%
BSB
31
Bangor Savings Bank
Maine
$2.29M +$108K +8,412 +5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.13M +$164K +12,756 +8%
CCA
33
Cobblestone Capital Advisors
New York
$2.05M -$4.68K -364 -0.2%
MIAN
34
Mariner Independent Advisor Network
Kansas
$2.04M -$5.29K -412 -0.3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.96M +$73.8K +5,744 +4%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.92M +$1.63M +126,760 +566%
HIC
37
Hartline Investment Corp
Illinois
$1.84M +$12.6K +984 +0.7%
CCM
38
CWH Capital Management
Washington
$1.77M +$258K +20,080 +17%
OCM
39
One Capital Management
California
$1.73M +$57.1K +4,440 +3%
PMG
40
ProVise Management Group
Florida
$1.68M +$151K +11,788 +10%
JFG
41
JMG Financial Group
Illinois
$1.66M +$541K +42,116 +48%
LPL Financial
42
LPL Financial
California
$1.56M -$108K -8,524 -6%
SIC
43
Salem Investment Counselors
North Carolina
$1.56M -$36K -2,804 -2%
PA
44
Planning Alternatives
Michigan
$1.54M +$128K +9,932 +9%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$1.47M -$96.7K -7,524 -6%
CCM
46
Condor Capital Management
New Jersey
$1.45M +$31.2K +2,428 +2%
EHPM
47
Emery Howard Portfolio Management
California
$1.42M +$345K +26,864 +32%
TCM
48
Tuttle Capital Management
Connecticut
$1.37M +$14.2K +1,108 +1%
AI
49
Atria Investments
North Carolina
$1.34M +$18.9K +1,472 +1%
U
50
UBS
Switzerland
$1.31M -$307K -23,892 -19%
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