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 %
Chevy Chase Trust
176
Chevy Chase Trust
Maryland
$108K – – –
Simplex Trading
177
Simplex Trading
Illinois
$108K +$47.4K +3,320 +78%
MFS
178
MSI Financial Services
Massachusetts
$91K +$82.4K +5,740 +963%
SFPM
179
Sensible Financial Planning & Management
Massachusetts
$74K +$74K +5,180 New
CDIA
180
Capital Directions Investment Advisors
Georgia
$69K – – –
CPIG
181
Chicago Partners Investment Group
Illinois
$67K -$2.84K -196 -4%
FMP
182
Financial Management Professionals
Texas
$63K – – –
WEC
183
Winslow Evans & Crocker
Massachusetts
$58.1K +$4.25K +296 +8%
ST
184
Smithfield Trust
Pennsylvania
$47K – – –
IWM
185
Integrated Wealth Management
California
$45K +$17.7K +1,232 +65%
WCM
186
Westend Capital Management
California
$35K +$3.93K +280 +13%
CG
187
Colony Group
Massachusetts
$35K +$5.4K +380 +18%
PAI
188
Pittenger & Anderson Inc
Nebraska
$23K -$633 -44 -3%
ZB
189
Zions Bancorporation
Utah
$19K – – –
KTC
190
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
HCMT
191
Highland Capital Management (Tennessee)
Tennessee
$18K +$18K +1,280 New
BCM
192
Brookstone Capital Management
Illinois
$17K +$17K +1,184 New
PMFA
193
Plante Moran Financial Advisors
Michigan
$13K -$10.6K -720 -45%
WCM
194
Wealthcare Capital Management
Virginia
$13K – – –
PO
195
Private Ocean
California
$12K -$502 -36 -4%
TSW
196
Thompson Siegel & Walmsley
Virginia
$11K – – –
TCM
197
TD Capital Management
Tennessee
$10K – – –
WOC
198
West Oak Capital
California
$9.77K +$6.9K +480 +240%
ASN
199
Advisory Services Network
Georgia
$8K +$8K +568 New
RIA
200
Regal Investment Advisors
Michigan
$7K -$1.14K -80 -14%
5 6 7
8
9