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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

195 hedge funds and large institutions have $527M invested in Schwab U.S Small- Cap ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
5.2%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.56%
New
23
Increased
104
Reduced
45
Closed
10
Calls
$990K
Puts
$892K
Net Calls
+$98K
Net Calls Change
+$280K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$12M
2
LPL Financial
2
LPL Financial
California
$9.38M
3
PMG
3
ProVise Management Group
Florida
$8.78M
4
HP
4
HT Partners
Connecticut
$6.25M
5
BWA
5
Burt Wealth Advisors
Maryland
$6.78M

Top Sellers

1
ACM
1
Avalon Capital Management
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.45M
3
SMG
3
Spectrum Management Group
Indiana
$13.1M
4
Ameriprise
4
Ameriprise
Minnesota
$5.7M
5
VCM
5
Vigilant Capital Management
Maine
$716K
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$5.76M +$5.76M +400,000 New
Ameriprise
27
Ameriprise
Minnesota
$5.7M -$2.84M -197,644 -33%
GAM
28
Gemmer Asset Management
California
$5.5M +$488K +33,888 +10%
AWM
29
Avior Wealth Management
Nebraska
$5.41M -$297K -20,640 -5%
NIC
30
Northwest Investment Counselors
Oregon
$5.1M +$295K +20,460 +6%
NDSI
31
Newman Dignan & Sheerar Inc
Rhode Island
$4.42M +$129K +8,968 +3%
MAS
32
Madden Advisory Services
Florida
$4.13M -$51.6K -3,584 -1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.8M +$680K +47,204 +22%
BL
34
BCWM LLC
Kansas
$3.61M +$45.5K +316 +1%
AA
35
Apriem Advisors
California
$3.58M +$1.19M +82,592 +50%
CFA
36
Cahill Financial Advisors
Minnesota
$3.55M +$109K +7,596 +3%
EHPM
37
Emery Howard Portfolio Management
California
$3.43M +$555K +38,568 +19%
SIA
38
Starfire Investment Advisers
Michigan
$3.35M +$3.35M +232,464 New
SFS
39
Summit Financial Strategies
Ohio
$3.31M +$531K +36,912 +19%
JFG
40
JMG Financial Group
Illinois
$3.3M +$1.02M +70,968 +45%
NPC
41
National Planning Corporation
California
$3.21M +$186K +13,224 +6%
GA
42
Gateway Advisory
New Jersey
$3.13M +$38.6K +2,680 +1%
PFM
43
Parsec Financial Management
North Carolina
$3.12M +$446K +30,988 +17%
Citadel Advisors
44
Citadel Advisors
Florida
$3.1M -$1.03M -71,264 -25%
TCM
45
Tradewinds Capital Management
Washington
$3.1M +$39.8K +2,768 +1%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$2.9M +$376K +26,152 +15%
CCM
47
CWH Capital Management
Washington
$2.78M +$559K +38,860 +25%
BJ
48
Brouwer & Janachowski
California
$2.75M -$185K -12,876 -6%
CMP
49
Courage Miller Partners
Virginia
$2.75M -$9.5K -660 -0.3%
BSB
50
Bangor Savings Bank
Maine
$2.69M +$69.8K +4,852 +3%
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