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Schwab U.S Small- Cap ETF

217 hedge funds and large institutions have $661M invested in Schwab U.S Small- Cap ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 112 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
217
Holders Change
+4
Holders Change %
+1.88%
% of All Funds
6.06%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.7%
New
20
Increased
112
Reduced
61
Closed
16
Calls
$1.64M
Puts
$290K
Net Calls
+$1.35M
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
51
ProVise Management Group
Florida
$2.64M -$3.49M -274,552 -57%
JWA
52
JFS Wealth Advisors
Pennsylvania
$2.57M +$2.57M +202,208 New
CMP
53
Courage Miller Partners
Virginia
$2.55M +$43.5K +3,428 +2%
JFG
54
JMG Financial Group
Illinois
$2.5M -$601K -47,320 -19%
BSB
55
Bangor Savings Bank
Maine
$2.41M +$102K +8,008 +4%
PA
56
Planning Alternatives
Michigan
$2.28M -$182K -14,332 -7%
NSAM
57
North Star Asset Management
Wisconsin
$2.22M +$1.11M +87,576 +101%
IF
58
Ironwood Financial
Arizona
$2.18M +$115K +9,060 +6%
OCM
59
One Capital Management
California
$2.15M +$37.6K +2,964 +2%
BJ
60
Brouwer & Janachowski
California
$2.14M -$81.4K -6,408 -4%
HIC
61
Hartline Investment Corp
Illinois
$2.04M -$3.35K -264 -0.2%
SIC
62
Salem Investment Counselors
North Carolina
$1.92M +$37.4K +2,972 +2%
CCA
63
Cobblestone Capital Advisors
New York
$1.87M -$169K -13,284 -8%
VNA
64
Valley National Advisers
Pennsylvania
$1.75M +$129K +10,144 +8%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.7M +$197K +15,488 +13%
FWM
66
Frontier Wealth Management
Missouri
$1.54M -$11.2K -880 -0.7%
ICOA
67
Investment Centers of America
North Dakota
$1.51M +$174K +13,772 +13%
SFA
68
Sequoia Financial Advisors
Ohio
$1.5M +$99.7K +7,852 +7%
FIM
69
Frontier Investment Management
Texas
$1.5M +$289K +22,752 +24%
AI
70
Atria Investments
North Carolina
$1.49M +$25.5K +2,008 +2%
Citadel Advisors
71
Citadel Advisors
Florida
$1.48M -$359K -28,240 -20%
DIA
72
Denver Investment Advisors
Colorado
$1.47M +$129K +10,200 +10%
AMG
73
Asset Management Group
Connecticut
$1.47M +$607K +47,852 +71%
F
74
FutureAdvisor
California
$1.42M -$15.6K -1,228 -1%
SWM
75
Stockman Wealth Management
Montana
$1.42M +$93.8K +7,384 +7%