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Schwab U.S Small- Cap ETF
SCHA

96 hedge funds and large institutions have $235M invested in Schwab U.S Small- Cap ETF in 2013 Q2 according to their latest regulatory filings, with 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

78.36% more ownership

Funds ownership: 0% → 78.36% (+78%)

Holders
96
Holders Change
+96
Holders Change %
–
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
96
Increased
–
Reduced
–
Closed
–
Calls
$532K
Puts
–
Net Calls
+$532K
Net Calls Change
+$532K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
76
Tortoise Investment Management
New York
$60K +$58.8K +5,420 New
Bank of America
77
Bank of America
North Carolina
$59K +$58.2K +5,364 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$42K +$41.9K +3,860 New
MCM
79
Manchester Capital Management
Vermont
$41K +$40K +3,692 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$37K +$35.7K +3,288 New
VCM
81
Vigilant Capital Management
Maine
$17K +$16.7K +1,540 New
PP
82
Palladium Partners
Virginia
$16K +$16.1K +1,480 New
BC
83
Bartlett & Co
Ohio
$16K +$16.3K +1,500 New
JIC
84
Joel Isaacson & Co
New York
$13K +$13K +1,200 New
Wells Fargo
85
Wells Fargo
California
$12K +$12.3K +1,136 New
OWP
86
Obermeyer Wealth Partners
Colorado
$11K +$11.2K +1,032 New
EK
87
Evensky & Katz
Florida
$10K +$10.7K +984 New
CFS
88
Community Financial System
New York
$8K +$8.07K +744 New
TSW
89
Thompson Siegel & Walmsley
Virginia
$8K +$8.24K +760 New
NES
90
New England Securities
New York
$7K +$6.51K +600 New
S
91
SignatureFD
Georgia
$6K +$5.47K +504 New
TWA
92
TCI Wealth Advisors
Arizona
$5K +$4.51K +416 New
NDSI
93
Newman Dignan & Sheerar Inc
Rhode Island
$3.41K +$3.36M +310,016 New
MFS
94
MSI Financial Services
Massachusetts
$2K +$2.3K +212 New
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$1K +$1.43K +132 New
CFA
96
Carroll Financial Associates
North Carolina
– +$174 +16 New
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SCHA Hedge Fund Activity: Q2 2013 in Review

96 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2013, worth a combined $235M.

Buyers outnumbered sellers: 96 funds opened new SCHA positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

  • 96 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $235M of Schwab U.S Small- Cap ETF stock for Q2 2013.
  • 96 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2013 and 0 closed out, a net change of +96 holders.

Based on aggregated 13F filings for Q2 2013.