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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.

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 %
PMG
51
ProVise Management Group
Florida
$1.95M +$141K +10,248 +8%
FWM
52
Frontier Wealth Management
Missouri
$1.67M +$1.67M +121,396 New
SIC
53
Salem Investment Counselors
North Carolina
$1.64M -$34.3K -2,492 -2%
CCM
54
Condor Capital Management
New Jersey
$1.55M +$2.54K +184 +0.2%
VFS
55
VSR Financial Services
Kansas
$1.51M +$227K +16,444 +18%
LIM
56
Leavell Investment Management
Alabama
$1.42M +$704K +51,076 +99%
AI
57
Atria Investments
North Carolina
$1.35M -$83.8K -6,080 -6%
VNA
58
Valley National Advisers
Pennsylvania
$1.34M +$1.34M +102,216 New
ICOA
59
Investment Centers of America
North Dakota
$1.31M +$170K +12,280 +15%
SWM
60
Stockman Wealth Management
Montana
$1.28M +$1.28M +92,652 New
PA
61
Pinnacle Associates
New York
$1.22M +$1.22M +88,760 New
BC
62
Bartlett & Co
Ohio
$1.14M +$9.37K +680 +0.8%
KIA
63
KCM Investment Advisors
California
$1.05M +$3.42K +248 +0.3%
BBA
64
BLB&B Advisors
Pennsylvania
$1.05M – – –
PWMAG
65
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M +$1.02M +73,860 New
Morgan Stanley
66
Morgan Stanley
New York
$1M -$147K -10,652 -13%
SAM
67
Summit Asset Management
Tennessee
$989K +$35.5K +2,572 +4%
GAM
68
Garrison Asset Management
Arkansas
$922K – – –
F
69
FutureAdvisor
California
$886K +$886K +64,396 New
Bank of America
70
Bank of America
North Carolina
$856K +$11.9K +864 +1%
FA
71
Fagan Associates
New York
$853K -$18.1K -1,316 -2%
STMM
72
South Texas Money Management
Texas
$818K +$170K +12,324 +26%
FF
73
Friedenthal Financial
New Jersey
$796K +$133K +9,616 +20%
RWM
74
RKL Wealth Management
Pennsylvania
$782K +$19.9K +1,448 +3%
CWM
75
Cabot Wealth Management
Massachusetts
$762K +$145K +10,504 +23%
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