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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.

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

Top Sellers

1
VCM
1
Vigilant Capital Management
Maine
$2.5M
2
SEIA
2
Signature Estate & Investment Advisors
California
$347K
3
Jane Street
3
Jane Street
New York
$501K
4
AA
4
Apriem Advisors
California
$0
5
SHA
5
Smith Hayes Advisers
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$31.1M 1,079,368 -11,979 -1%
Charles Schwab
2
Charles Schwab
California
$9.07M 314,462 +37,334 +13%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$4.68M 162,337 +19,831 +14%
CMP
4
Courage Miller Partners
Virginia
$3.98M 138,060 +4,072 +3%
VV
5
Valentine Ventures
Oregon
$3.89M 134,915 +134,915 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.7M 128,384 +128,384 New
UCFA
7
United Capital Financial Advisors
Texas
$3.39M 117,585 +44,163 +60%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.33M 115,371 +44,400 +63%
BL
9
BCWM LLC
Kansas
$2.78M 9,618 +61 +0.6%
VCM
10
Vigilant Capital Management
Maine
$2.5M 86,750 -215,677 -71%
BJ
11
Brouwer & Janachowski
California
$2.45M 84,985 +11,075 +15%
BPBT
12
Boston Private Bank & Trust
Massachusetts
$2.39M 82,716 -21,380 -21%
CA
13
Capital Advantage
California
$2.32M 80,522 +80,522 New
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.17M 75,365 +19,640 +35%
SFG
15
Sage Financial Group
Pennsylvania
$1.81M 62,657 +62,657 New
Goldman Sachs
16
Goldman Sachs
New York
$1.81M 62,647 +35,836 +134%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.78M 61,532 +8,031 +15%
GAM
18
Gemmer Asset Management
California
$1.77M 61,309 +3,464 +6%
F
19
FutureAdvisor
California
$1.62M 56,001 +56,001 New
EVM
20
Eaton Vance Management
Massachusetts
$1.51M 52,485 -325 -0.6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.41M 48,829 +13,887 +40%
HSA
22
HBK Sorce Advisory
Pennsylvania
$1.14M 39,435 +11,276 +40%
Bank of America
23
Bank of America
North Carolina
$996K 34,539 +34,539 New
WCWM
24
Wooster Corthell Wealth Management
Connecticut
$981K 33,988 +33,988 New
WA
25
Wealth Architects
California
$917K 31,793 +31,793 New
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