SCHA icon

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 %
HighTower Advisors
101
HighTower Advisors
Illinois
$701K +$68K +4,736 +11%
AIG
102
American International Group
New York
$696K +$41.2K +2,868 +6%
PAM
103
Premier Asset Management
Illinois
$691K -$94K -6,540 -12%
CA
104
Capital Advantage
California
$688K +$215K +14,924 +45%
GWM
105
Gupta Wealth Management
California
$671K +$278K +19,368 +71%
SA
106
Strategic Advisors
New York
$665K -$104K -7,252 -14%
BCI
107
Brinker Capital Investments
Pennsylvania
$665K -$12.9K -900 -2%
PAG
108
Private Advisor Group
New Jersey
$621K +$48.9K +3,404 +9%
SFG
109
Sage Financial Group
Pennsylvania
$600K +$18.1K +1,256 +3%
TCM
110
Twele Capital Management
Minnesota
$589K +$39.2K +2,728 +7%
CA
111
Cambridge Advisors
Nebraska
$577K +$22.4K +1,560 +4%
DWM
112
Destination Wealth Management
California
$573K +$125K +8,708 +28%
PAG
113
Pinnacle Advisory Group
Maryland
$553K -$2.76K -192 -0.5%
HIC
114
Holderness Investments Company
North Carolina
$532K -$1.44K -100 -0.3%
CB
115
Community Bank
New York
$532K +$20.1K +1,400 +4%
IFS
116
Ifrah Financial Services
Arkansas
$515K +$1.38K +96 +0.3%
BRWA
117
B. Riley Wealth Advisors
Florida
$513K +$9.84K +684 +2%
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$502K +$40.7K +2,832 +9%
DAM
119
Delta Asset Management
Tennessee
$480K +$1.38K +96 +0.3%
SGAM
120
Steinberg Global Asset Management
Florida
$437K +$14K +976 +3%
LCM
121
Leisure Capital Management
California
$433K +$84K +5,844 +24%
BFPW
122
BOK Financial Private Wealth
Colorado
$432K +$28.7K +1,996 +7%
TH
123
Timber Hill
Connecticut
$431K +$431K +30,008 New
SC
124
Savant Capital
Illinois
$428K +$54.6K +3,800 +15%
Mariner
125
Mariner
Kansas
$420K +$420K +29,240 New
3 4
5
6 7