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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 %
Northern Trust
101
Northern Trust
Illinois
$576K – – –
PAG
102
Private Advisor Group
New Jersey
$573K +$573K +39,816 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$566K +$2.42K +168 +0.4%
PAG
104
Pinnacle Advisory Group
Maryland
$557K +$246K +17,108 +79%
CA
105
Cambridge Advisors
Nebraska
$556K +$12.8K +892 +2%
TCM
106
Twele Capital Management
Minnesota
$551K +$48.2K +3,348 +10%
HIC
107
Holderness Investments Company
North Carolina
$534K +$60.1K +4,176 +13%
IFS
108
Ifrah Financial Services
Arkansas
$515K -$864 -60 -0.2%
CB
109
Community Bank
New York
$513K +$38.3K +2,660 +8%
BRWA
110
B. Riley Wealth Advisors
Florida
$504K +$43.6K +3,028 +9%
DAM
111
Delta Asset Management
Tennessee
$479K +$1.5K +104 +0.3%
CA
112
Capital Advantage
California
$474K +$247K +17,180 +109%
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$462K +$136K +9,440 +42%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$450K +$89.7K +6,220 +25%
DWM
115
Destination Wealth Management
California
$449K +$461 +32 +0.1%
SGAM
116
Steinberg Global Asset Management
Florida
$424K +$88.3K +6,136 +26%
BFPW
117
BOK Financial Private Wealth
Colorado
$404K +$13.9K +964 +4%
GWM
118
Gupta Wealth Management
California
$394K +$394K +27,352 New
EMA
119
Efficient Market Advisors
California
$383K -$17.1K -1,188 -4%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$380K – – –
VCP
121
Vista Capital Partners
Oregon
$376K -$46.4K -3,228 -11%
S
122
SignatureFD
Georgia
$375K +$6.05K +420 +2%
SC
123
Savant Capital
Illinois
$374K +$55.8K +3,880 +18%
LS
124
Lattice Strategies
Pennsylvania
$371K -$151K -10,500 -29%
LCM
125
Leisure Capital Management
California
$349K +$17K +1,180 +5%
3 4
5
6 7