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Schwab U.S Small- Cap ETF

195 hedge funds and large institutions have $527M invested in Schwab U.S Small- Cap ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
5.2%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.56%
New
23
Increased
104
Reduced
45
Closed
10
Calls
$990K
Puts
$892K
Net Calls
+$98K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Shares
Change %
STMM
76
South Texas Money Management
Texas
$1.07M +$220K +15,292 +26%
BW
77
Bison Wealth
Georgia
$1.07M +$1.07M +74,472 New
FAAS
78
First Allied Advisory Services
California
$1.03M +$684K +47,704 +201%
PWMAG
79
Pinnacle Wealth Management Advisory Group
New Jersey
$963K -$101K -6,992 -9%
FIM
80
Frontier Investment Management
Texas
$948K +$948K +67,064 New
RWM
81
RKL Wealth Management
Pennsylvania
$922K +$105K +7,284 +13%
FA
82
Fagan Associates
New York
$907K +$16.1K +1,116 +2%
CFMC
83
Curbstone Financial Management Corp
New Hampshire
$907K +$262K +18,220 +41%
FF
84
Friedenthal Financial
New Jersey
$863K +$31.4K +2,180 +4%
BCMO
85
Buckingham Capital Management (Ohio)
Ohio
$840K +$590K +41,020 +237%
CWM
86
Cabot Wealth Management
Massachusetts
$791K -$5.41K -376 -0.7%
PAM
87
Premier Asset Management
Illinois
$786K +$22.2K +1,540 +3%
AA
88
Alesco Advisors
New York
$774K -$2.53K -176 -0.3%
SFSG
89
Stearns Financial Services Group
North Carolina
$771K +$94.7K +6,576 +14%
DG
90
Davidson & Garrard
Virginia
$767K +$37.8K +2,628 +5%
SEIA
91
Signature Estate & Investment Advisors
California
$750K +$47.4K +3,292 +7%
SA
92
Strategic Advisors
New York
$734K +$310K +22,632 +73%
AMG
93
Asset Management Group
Connecticut
$732K +$289K +20,040 +65%
VCM
94
Vigilant Capital Management
Maine
$716K -$1.79M -124,260 -71%
BCI
95
Brinker Capital Investments
Pennsylvania
$679K -$35.7K -2,476 -5%
MCM
96
Mengis Capital Management
Oregon
$667K +$58.3K +4,052 +10%
AIG
97
American International Group
New York
$656K +$49.4K +3,432 +8%
HighTower Advisors
98
HighTower Advisors
Illinois
$634K +$48.7K +3,384 +8%
SFG
99
Sage Financial Group
Pennsylvania
$583K -$69.4K -4,820 -11%
LFA
100
Landmark Financial Advisors
Kentucky
$583K +$161K +11,160 +38%