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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

76 hedge funds and large institutions have $108M invested in Schwab International Small-Cap Equity ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+11
Holders Change %
+16.92%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
34
Reduced
12
Closed
9
Calls
–
Puts
$724K
Net Calls
-$724K
Net Calls Change
+$912K

Top Buyers

1
CA
Capital Advantage
California
$2.32M
2
SFG
Sage Financial Group
Pennsylvania
$1.81M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.33M
4
UCFA
United Capital Financial Advisors
Texas
$3.39M
5
Charles Schwab
Charles Schwab
California
$9.07M

Top Sellers

1
VCM
Vigilant Capital Management
Maine
$2.5M
2
SEIA
Signature Estate & Investment Advisors
California
$347K
3
Jane Street
Jane Street
New York
$501K
4
AA
Apriem Advisors
California
$0
5
SHA
Smith Hayes Advisers
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Aspen Investment Management
Michigan
$903K -$4.47K -155 -0.5%
GIA
27
GHP Investment Advisors
Colorado
$844K +$844K +29,242 New
EK
28
Evensky & Katz
Florida
$795K +$706K +24,494 +797%
SFS
29
Summit Financial Strategies
Ohio
$777K +$777K +26,945 New
JFG
30
JMG Financial Group
Illinois
$716K +$96.6K +3,349 +16%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$641K -$138K -4,785 -18%
AWM
32
Avior Wealth Management
Nebraska
$636K +$18.4K +637 +3%
VNA
33
Valley National Advisers
Pennsylvania
$600K +$600K +18,791 New
OCM
34
One Capital Management
California
$587K +$77.5K +2,687 +15%
GAM
35
Garrison Asset Management
Arkansas
$522K – – –
Jane Street
36
Jane Street
New York
$501K -$2.86M -99,234 -85%
AIG
37
American International Group
New York
$492K +$152K +5,280 +45%
CL
38
Choreo LLC
Illinois
$491K +$87.8K +3,043 +22%
HIC
39
Hartline Investment Corp
Illinois
$475K – – –
BFPW
40
BOK Financial Private Wealth
Colorado
$459K +$93.1K +3,228 +25%
SC
41
Savant Capital
Illinois
$450K +$246K +8,547 +121%
UBS Group
42
UBS Group
Switzerland
$434K +$434K +15,044 New
AA
43
Alesco Advisors
New York
$430K +$74.4K +2,582 +21%
SEIA
44
Signature Estate & Investment Advisors
California
$347K -$3.77M -130,770 -92%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$322K +$63.4K +2,201 +25%
TIM
46
Tortoise Investment Management
New York
$307K +$39K +1,350 +15%
VCP
47
Vista Capital Partners
Oregon
$282K +$44.5K +1,540 +19%
OMC
48
Old Mission Capital
Illinois
$278K +$278K +9,635 New
NSAM
49
North Star Asset Management
Wisconsin
$274K – – –
CWM
50
Concert Wealth Management
California
$244K -$60.7K -2,115 -20%
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