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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 %
CCA
51
Cobblestone Capital Advisors
New York
$2.69M +$412K +28,592 +18%
PA
52
Planning Alternatives
Michigan
$2.67M +$314K +21,784 +13%
IF
53
Ironwood Financial
Arizona
$2.32M -$104K -7,216 -4%
HIC
54
Hartline Investment Corp
Illinois
$2.26M +$143K +9,960 +7%
OCM
55
One Capital Management
California
$2.23M +$70.9K +4,924 +3%
VFS
56
VSR Financial Services
Kansas
$2.2M +$618K +42,936 +39%
SIC
57
Salem Investment Counselors
North Carolina
$2.14M +$429K +29,812 +25%
MIAN
58
Mariner Independent Advisor Network
Kansas
$2.1M -$445K -30,948 -17%
F
59
FutureAdvisor
California
$2.02M +$1.09M +75,848 +118%
VNA
60
Valley National Advisers
Pennsylvania
$1.78M +$312K +21,648 +21%
FWM
61
Frontier Wealth Management
Missouri
$1.78M +$27.6K +1,916 +2%
LIM
62
Leavell Investment Management
Alabama
$1.73M +$251K +17,464 +17%
ICOA
63
Investment Centers of America
North Dakota
$1.54M +$171K +11,848 +13%
AI
64
Atria Investments
North Carolina
$1.52M +$114K +7,916 +8%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.45M -$4.61M -320,584 -76%
SWM
66
Stockman Wealth Management
Montana
$1.43M +$91.3K +6,340 +7%
DIA
67
Denver Investment Advisors
Colorado
$1.34M +$1.34M +92,720 New
CCM
68
Condor Capital Management
New Jersey
$1.31M -$318K -22,116 -20%
GAM
69
Garrison Asset Management
Arkansas
$1.27M +$234K +16,236 +23%
BC
70
Bartlett & Co
Ohio
$1.21M +$14.4K +1,000 +1%
SFA
71
Sequoia Financial Advisors
Ohio
$1.19M +$1.19M +82,524 New
PA
72
Pinnacle Associates
New York
$1.18M -$97.5K -6,772 -8%
BBA
73
BLB&B Advisors
Pennsylvania
$1.13M +$34K +2,360 +3%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$1.12M +$851K +59,128 +320%
KIA
75
KCM Investment Advisors
California
$1.1M +$3.28K +228 +0.3%
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3
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