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Schwab U.S Small- Cap ETF
SCHA

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.

New
Increased
Maintained
Reduced
Closed

78.36% more ownership

Funds ownership: 0% → 78.36% (+78%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$58.8M +$57.9M +5,342,636 New
HSA
2
HBK Sorce Advisory
Pennsylvania
$54.9M +$54.1M +4,988,320 New
FMP
3
Financial Management Professionals
Texas
$16.5M +$16.2M +1,497,484 New
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$14.6M +$14.4M +1,328,416 New
Rafferty Asset Management
5
Rafferty Asset Management
New York
$11M +$10.9M +1,000,800 New
PA
6
Planning Alternatives
Michigan
$9.36M +$9.23M +851,116 New
MM
7
Meridian Management
Arkansas
$8.43M +$7.76M +715,576 New
WCM
8
Wisconsin Capital Management
Wisconsin
$4.6M +$4.53M +418,020 New
PFG
9
Piershale Financial Group
Illinois
$4.38M +$4.31M +397,848 New
Charles Schwab
10
Charles Schwab
California
$4.31M +$4.19M +386,048 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.56M +$2.53M +232,980 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.41M +$2.37M +218,828 New
AI
13
Atria Investments
North Carolina
$2.29M +$2.26M +207,960 New
Citigroup
14
Citigroup
New York
$2.2M +$2.17M +200,000 New
AA
15
Apriem Advisors
California
$2.06M +$2.03M +187,220 New
NPC
16
National Planning Corporation
California
$2.01M +$1.98M +182,120 New
UCFA
17
United Capital Financial Advisors
Texas
$1.97M +$1.94M +178,820 New
GA
18
Gateway Advisory
New Jersey
$1.88M +$1.85M +170,572 New
NIC
19
Northwest Investment Counselors
Oregon
$1.77M +$1.75M +161,256 New
CCA
20
Cobblestone Capital Advisors
New York
$1.68M +$1.66M +152,728 New
BSB
21
Bangor Savings Bank
Maine
$1.59M +$1.57M +144,976 New
PMG
22
ProVise Management Group
Florida
$1.56M +$1.54M +141,976 New
MAM
23
Marquette Asset Management
Minnesota
$1.26M +$1.24M +114,356 New
SIC
24
Salem Investment Counselors
North Carolina
$1.03M +$1.02M +93,880 New
MAS
25
Madden Advisory Services
Florida
$1.03M +$1.01M +93,488 New
1
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SCHA Hedge Fund Activity: Q2 2013 in Review

96 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2013, worth a combined $235M.

Buyers outnumbered sellers: 96 funds opened new SCHA positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

  • 96 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $235M of Schwab U.S Small- Cap ETF stock for Q2 2013.
  • 96 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2013 and 0 closed out, a net change of +96 holders.

Based on aggregated 13F filings for Q2 2013.