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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

96 hedge funds and large institutions have $235M invested in Schwab U.S Small- Cap ETF in 2013 Q2 according to their latest regulatory filings, with 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
96
Holders Change
+96
Holders Change %
–
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
%
% of All Funds
0.23%
New
96
Increased
–
Reduced
–
Closed
–
Calls
$532K
Puts
–
Net Calls
+$532K
Net Calls Change
+$532K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$58.8M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$54.9M
3
FMP
3
Financial Management Professionals
Texas
$16.5M
4
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$14.6M
5
Rafferty Asset Management
5
Rafferty Asset Management
New York
$11M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$58.8M 1,335,659 +1,335,659 New
HSA
2
HBK Sorce Advisory
Pennsylvania
$54.9M 1,247,080 +1,247,080 New
FMP
3
Financial Management Professionals
Texas
$16.5M 374,371 +374,371 New
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$14.6M 332,104 +332,104 New
Rafferty Asset Management
5
Rafferty Asset Management
New York
$11M 250,200 +250,200 New
PA
6
Planning Alternatives
Michigan
$9.36M 212,779 +212,779 New
MM
7
Meridian Management
Arkansas
$8.43M 178,894 +178,894 New
WCM
8
Wisconsin Capital Management
Wisconsin
$4.6M 104,505 +104,505 New
PFG
9
Piershale Financial Group
Illinois
$4.38M 99,462 +99,462 New
Charles Schwab
10
Charles Schwab
California
$4.31M 96,512 +96,512 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.56M 58,245 +58,245 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.41M 54,707 +54,707 New
AI
13
Atria Investments
North Carolina
$2.29M 51,990 +51,990 New
Citigroup
14
Citigroup
New York
$2.2M 50,000 +50,000 New
AA
15
Apriem Advisors
California
$2.06M 46,805 +46,805 New
NPC
16
National Planning Corporation
California
$2.01M 45,530 +45,530 New
UCFA
17
United Capital Financial Advisors
Texas
$1.97M 44,705 +44,705 New
GA
18
Gateway Advisory
New Jersey
$1.88M 42,643 +42,643 New
NIC
19
Northwest Investment Counselors
Oregon
$1.77M 40,314 +40,314 New
CCA
20
Cobblestone Capital Advisors
New York
$1.68M 38,182 +38,182 New
BSB
21
Bangor Savings Bank
Maine
$1.6M 36,244 +36,244 New
PMG
22
ProVise Management Group
Florida
$1.56M 35,494 +35,494 New
MAM
23
Marquette Asset Management
Minnesota
$1.26M 28,589 +28,589 New
SIC
24
Salem Investment Counselors
North Carolina
$1.03M 23,470 +23,470 New
MAS
25
Madden Advisory Services
Florida
$1.03M 23,372 +23,372 New
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