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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.

New
Increased
Maintained
Reduced
Closed
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 %
KTC
176
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$15K +$7.09K +480 +90%
WCM
178
Wealthcare Capital Management
Virginia
$13K – – –
PO
179
Private Ocean
California
$13K +$464 +32 +4%
TSW
180
Thompson Siegel & Walmsley
Virginia
$11K – – –
TCM
181
TD Capital Management
Tennessee
$10K -$51.6K -3,488 -84%
MFS
182
MSI Financial Services
Massachusetts
$9K – – –
VIA
183
Vantage Investment Advisors
Pennsylvania
$9K +$5.49K +400 +156%
RIA
184
Regal Investment Advisors
Michigan
$8K +$8K +572 New
ONB
185
Old National Bancorp
Indiana
$7K +$7K +488 New
SIG
186
Stanford Investment Group
California
$6K – – –
RCG
187
Ruggie Capital Group
Florida
$4K +$693 +52 +21%
RBC
188
Roble Belko & Company
Pennsylvania
$4K +$4K +284 New
GT
189
Glenmede Trust
Pennsylvania
$4K +$4K +300 New
W
190
Wealthfront
California
$3K +$2.07K +152 +224%
WOC
191
West Oak Capital
California
$2.88K – – –
HCM
192
Horrell Capital Management
Arkansas
$2K – – –
SSB
193
Sandy Spring Bank
Maryland
$1K – – –
WA
194
WBH Advisory
Maryland
$289 +$1 +36 +0.2%
ACM
195
Avalon Capital Management
California
– -$4.76M -345,484 Closed
WSTAM
196
Wilbanks Smith & Thomas Asset Management
Virginia
– -$453K -32,840 Closed
BWP
197
BSW Wealth Partners
Colorado
– -$332K -24,084 Closed
FC
198
Financial Consulate
Maryland
– -$296K -21,448 Closed
WA
199
Wealth Architects
California
– -$259K -18,776 Closed
Deutsche Bank
200
Deutsche Bank
Germany
– -$199K -14,500 Closed
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