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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

213 hedge funds and large institutions have $672M invested in Schwab U.S Small- Cap ETF in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 113 increasing their positions, 48 reducing their positions, and 8 closing their positions.

Holders
213
Holders Change
+18
Holders Change %
+9.23%
% of All Funds
5.74%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.65%
New
28
Increased
113
Reduced
48
Closed
8
Calls
$2.46M
Puts
$1.84M
Net Calls
+$615K
Net Calls Change
+$517K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$207M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$19.8M
3
PP
3
Pension Partners
New York
$5.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$17M
5
Wells Fargo
5
Wells Fargo
California
$10.5M

Top Sellers

1
WCWM
1
Wooster Corthell Wealth Management
Connecticut
$17.4M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$14.7M
4
LPL Financial
4
LPL Financial
California
$6.26M
5
PMG
5
ProVise Management Group
Florida
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
51
Bangor Savings Bank
Maine
$2.62M -$72K -5,012 -3%
BJ
52
Brouwer & Janachowski
California
$2.51M -$238K -16,572 -9%
OCM
53
One Capital Management
California
$2.39M +$164K +11,432 +7%
IF
54
Ironwood Financial
Arizona
$2.33M +$13.9K +968 +0.6%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$2.33M +$1.95M +135,932 +515%
HIC
56
Hartline Investment Corp
Illinois
$2.31M +$58.5K +4,072 +3%
CCA
57
Cobblestone Capital Advisors
New York
$2.31M -$376K -26,164 -14%
SIC
58
Salem Investment Counselors
North Carolina
$2.14M +$10K +696 +0.5%
MIAN
59
Mariner Independent Advisor Network
Kansas
$2.13M +$29.8K +2,076 +1%
Citadel Advisors
60
Citadel Advisors
Florida
$2.08M -$1.02M -70,732 -33%
TRCT
61
Tower Research Capital (TRC)
New York
$2.04M +$2.01M +139,736 +6,398%
VNA
62
Valley National Advisers
Pennsylvania
$1.84M +$56K +3,900 +3%
LIM
63
Leavell Investment Management
Alabama
$1.81M +$81.5K +5,672 +5%
FWM
64
Frontier Wealth Management
Missouri
$1.76M -$13.5K -936 -0.8%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.7M +$583K +40,596 +52%
AI
66
Atria Investments
North Carolina
$1.65M +$132K +9,164 +9%
FF
67
Friedenthal Financial
New Jersey
$1.63M +$770K +53,600 +89%
F
68
FutureAdvisor
California
$1.63M -$392K -27,156 -19%
SFA
69
Sequoia Financial Advisors
Ohio
$1.59M +$401K +27,932 +34%
DIA
70
Denver Investment Advisors
Colorado
$1.52M +$185K +12,880 +14%
ICOA
71
Investment Centers of America
North Dakota
$1.52M -$13.2K -920 -0.9%
SWM
72
Stockman Wealth Management
Montana
$1.5M +$77.4K +5,388 +5%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$1.45M +$997K +69,272 +222%
GAM
74
Garrison Asset Management
Arkansas
$1.44M +$174K +12,100 +14%
ACM
75
Avalon Capital Management
California
$1.39M +$1.39M +96,876 New
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