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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

217 hedge funds and large institutions have $661M invested in Schwab U.S Small- Cap ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 112 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
217
Holders Change
+4
Holders Change %
+1.88%
% of All Funds
6.06%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.7%
New
20
Increased
112
Reduced
61
Closed
16
Calls
$1.64M
Puts
$290K
Net Calls
+$1.35M
Net Calls Change
+$736K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$207M
2
FMP
2
Financial Management Professionals
Texas
$17.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.8M
4
WA
4
WealthTrust-Arizona
Arizona
$8.54M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$8.35M

Top Sellers

1
PP
1
Pension Partners
New York
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$7.38M
3
Wells Fargo
3
Wells Fargo
California
$4M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$14M
5
AA
5
Apriem Advisors
California
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
CWH Capital Management
Washington
$5.11M +$1.97M +154,800 +63%
GAM
27
Gemmer Asset Management
California
$4.82M -$89.7K -7,060 -2%
VFS
28
VSR Financial Services
Kansas
$4.66M -$455K -35,812 -9%
NIC
29
Northwest Investment Counselors
Oregon
$4.58M -$55K -4,328 -1%
SAM
30
Summit Asset Management
Tennessee
$4.4M +$261K +20,552 +6%
GA
31
Gateway Advisory
New Jersey
$4.37M +$1.39M +109,824 +47%
HP
32
HT Partners
Connecticut
$4.36M -$1.13M -89,992 -21%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.35M +$854K +67,224 +24%
EK
34
Evensky & Katz
Florida
$4.22M -$919K -72,364 -18%
MAS
35
Madden Advisory Services
Florida
$4.22M +$457K +35,976 +12%
NDSI
36
Newman Dignan & Sheerar Inc
Rhode Island
$4.14M +$225K +17,708 +6%
Wells Fargo
37
Wells Fargo
California
$4M -$5.24M -412,552 -57%
LPL Financial
38
LPL Financial
California
$3.82M -$1.95M -147,784 -34%
QI
39
QS Investors
New York
$3.7M +$2.75M +216,644 +289%
EHPM
40
Emery Howard Portfolio Management
California
$3.69M +$499K +39,316 +16%
Goldman Sachs
41
Goldman Sachs
New York
$3.65M +$3.65M +287,116 New
AWM
42
Avior Wealth Management
Nebraska
$3.56M +$99.1K +7,804 +3%
NPC
43
National Planning Corporation
California
$3.47M +$110K +8,024 +3%
SFS
44
Summit Financial Strategies
Ohio
$3.27M +$8.99K +708 +0.3%
CFA
45
Cahill Financial Advisors
Minnesota
$3.24M +$7.11K +560 +0.2%
Citigroup
46
Citigroup
New York
$2.92M -$2.18M -171,560 -43%
PFM
47
Parsec Financial Management
North Carolina
$2.91M +$57.6K +4,536 +2%
SIA
48
Starfire Investment Advisers
Michigan
$2.88M -$44.4K -3,496 -2%
TCM
49
Tradewinds Capital Management
Washington
$2.84M +$115K +9,080 +4%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$2.69M +$85.2K +6,708 +3%
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