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Schwab U.S Small- Cap ETF

157 hedge funds and large institutions have $324M invested in Schwab U.S Small- Cap ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0.6% less ownership

Funds ownership: 64.96%64.36% (-0.6%)

3% less capital invested

Capital invested by funds: $333M → $324M (-$8.91M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$529K
Puts
$324K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$275K
102
$265K
103
$255K
104
$249K
105
$244K
106
$243K
107
$242K
108
$242K
109
$237K
110
$232K
111
$228K
112
$210K
113
$206K
114
$205K
115
$204K
116
$193K
117
$186K
118
$169K
119
$136K
120
$111K
121
$99K
122
$99K
123
$98K
124
$90K
125
$82K