SCHA icon

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 %
AMG
101
Asset Management Group
Connecticut
$424K +$59.5K +4,324 +16%
LFA
102
Landmark Financial Advisors
Kentucky
$408K +$408K +29,372 New
VCP
103
Vista Capital Partners
Oregon
$405K -$5.18K -376 -1%
EMA
104
Efficient Market Advisors
California
$383K +$46.8K +3,392 +14%
AWS
105
Aris Wealth Services
Pennsylvania
$382K -$84.1K -6,100 -18%
BFPW
106
BOK Financial Private Wealth
Colorado
$373K +$24.2K +1,756 +7%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$364K -$293K -21,208 -45%
S
108
SignatureFD
Georgia
$353K +$270K +19,588 +325%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$344K +$334K +24,284 +3,411%
TIA
110
Tiemann Investment Advisors
California
$338K -$13.8K -1,000 -4%
BWP
111
BSW Wealth Partners
Colorado
$332K +$332K +24,084 New
CIC
112
Carnegie Investment Counsel
Ohio
$330K -$36.1K -2,636 -10%
FAAS
113
First Allied Advisory Services
California
$327K -$14.7K -1,072 -4%
SGAM
114
Steinberg Global Asset Management
Florida
$321K +$321K +23,312 New
LCM
115
Leisure Capital Management
California
$318K +$318K +23,096 New
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$312K +$312K +22,648 New
SC
117
Savant Capital
Illinois
$305K +$305K +22,120 New
PAG
118
Pinnacle Advisory Group
Maryland
$297K +$13.1K +956 +5%
FC
119
Financial Consulate
Maryland
$296K +$296K +21,448 New
SG
120
Somerset Group
Minnesota
$286K -$24.5K -1,780 -8%
WA
121
WBH Advisory
Maryland
$276K +$15.2K +1,104 +6%
FMP
122
Financial Management Professionals
Texas
$274K – – –
LYV
123
Live Your Vision
Pennsylvania
$265K +$13.7K +1,012 +5%
WA
124
Wealth Architects
California
$259K +$259K +18,776 New
BHTS
125
Bar Harbor Trust Services
Maine
$257K -$10K -728 -4%
3 4
5
6 7