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Schwab U.S Small- Cap ETF

157 hedge funds and large institutions have $333M invested in Schwab U.S Small- Cap ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
4.52%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.37%
New
23
Increased
69
Reduced
50
Closed
16
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Shares
Change %
LYV
101
Live Your Vision
Pennsylvania
$256K +$26.7K +1,952 +12%
PAG
102
Pinnacle Advisory Group
Maryland
$255K +$255K +18,660 New
HFS
103
HL Financial Services
Kentucky
$243K -$27.4K -2,000 -10%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$240K -$4.08M -297,668 -94%
RPGK
105
Retirement Planning Group (Kansas)
Kansas
$232K +$16.4K +1,196 +8%
BPM
106
Bowling Portfolio Management
Ohio
$231K +$231K +16,876 New
MCC
107
Mid Continent Capital
Illinois
$227K -$68.4K -5,000 -23%
RH
108
Rayner & Haynor
California
$220K +$1.1K +80 +0.5%
BAM
109
Barrett Asset Management
New York
$218K
KFS
110
KMS Financial Services
Washington
$218K +$218K +15,928 New
BCMO
111
Buckingham Capital Management (Ohio)
Ohio
$214K +$547 +40 +0.3%
FAAS
112
First Allied Advisory Services
California
$206K -$560K -40,848 -73%
KCPG
113
Kavar Capital Partners Group
Kansas
$204K -$48.9K -3,560 -19%
PWM
114
Perigon Wealth Management
California
$204K +$204K +14,856 New
GCA
115
Greenwood Capital Associates
South Carolina
$202K +$202K +14,756 New
CAM
116
Cubic Asset Management
Massachusetts
$200K +$200K +14,600 New
WF
117
WealthTrust Fairport
Ohio
$186K +$186K +13,560 New
TIM
118
Tortoise Investment Management
New York
$180K -$22.5K -1,640 -11%
AIG
119
American International Group
New York
$166K +$14.1K +1,032 +9%
CDIA
120
Capital Directions Investment Advisors
Georgia
$110K
FNBT
121
FineMark National Bank & Trust
Florida
$105K +$382 +28 +0.4%
LWM
122
LBA Wealth Management
Florida
$104K
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$104K +$104K +7,612 New
S
124
SignatureFD
Georgia
$70K -$654 -48 -0.9%
Creative Planning
125
Creative Planning
Kansas
$58K +$41.5K +3,012 +251%