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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

185 hedge funds and large institutions have $424M invested in Schwab U.S Small- Cap ETF in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+28
Holders Change %
+17.83%
% of All Funds
4.94%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.43%
New
43
Increased
89
Reduced
32
Closed
11
Calls
$650K
Puts
$832K
Net Calls
-$182K
Net Calls Change
-$387K

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$14.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.62M
3
ACM
3
Avalon Capital Management
California
$4.76M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.95M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.81M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$23K
3
VCM
3
Vigilant Capital Management
Maine
$2.4M
4
TCM
4
Tuttle Capital Management
Connecticut
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$3.95M +$3.95M +286,444 New
BL
27
BCWM LLC
Kansas
$3.41M -$45.2K -328 -1%
CFA
28
Cahill Financial Advisors
Minnesota
$3.29M +$166K +12,036 +5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.99M +$701K +50,852 +31%
GA
30
Gateway Advisory
New Jersey
$2.96M +$118K +8,592 +4%
TCM
31
Tradewinds Capital Management
Washington
$2.93M +$14.7K +1,064 +0.5%
NPC
32
National Planning Corporation
California
$2.89M +$51.9K +3,852 +2%
BJ
33
Brouwer & Janachowski
California
$2.81M +$283K +20,552 +11%
EHPM
34
Emery Howard Portfolio Management
California
$2.75M +$1.23M +89,112 +81%
SFS
35
Summit Financial Strategies
Ohio
$2.66M +$2.66M +192,776 New
CMP
36
Courage Miller Partners
Virginia
$2.64M +$82.7K +6,004 +3%
PFM
37
Parsec Financial Management
North Carolina
$2.56M +$27.6K +2,000 +1%
BSB
38
Bangor Savings Bank
Maine
$2.51M +$54K +3,920 +2%
MIAN
39
Mariner Independent Advisor Network
Kansas
$2.44M +$256K +18,544 +12%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$2.42M +$845K +61,360 +54%
VCM
41
Vigilant Capital Management
Maine
$2.4M -$3.07M -222,560 -56%
IF
42
Ironwood Financial
Arizona
$2.32M +$2.32M +168,660 New
AA
43
Apriem Advisors
California
$2.29M +$2.28M +165,756 +180,170%
PA
44
Planning Alternatives
Michigan
$2.25M +$600K +43,528 +36%
JFG
45
JMG Financial Group
Illinois
$2.18M +$400K +29,028 +22%
CCA
46
Cobblestone Capital Advisors
New York
$2.18M -$16.6K -1,208 -0.8%
CCM
47
CWH Capital Management
Washington
$2.12M +$226K +16,384 +12%
OCM
48
One Capital Management
California
$2.07M +$215K +15,628 +12%
HIC
49
Hartline Investment Corp
Illinois
$2.02M +$49.7K +3,608 +3%
LPL Financial
50
LPL Financial
California
$2.02M +$325K +23,556 +19%
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