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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.

Holders
157
Holders Change
Holders Change %
0%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.32%
New
12
Increased
70
Reduced
53
Closed
12
Calls
$529K
Puts
$324K
Net Calls
+$205K
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
101
KMS Financial Services
Washington
$275K +$70.3K +5,472 +34%
PAG
102
Pinnacle Advisory Group
Maryland
$265K +$25.5K +1,988 +11%
FMP
103
Financial Management Professionals
Texas
$255K
BHTS
104
Bar Harbor Trust Services
Maine
$249K -$17K -1,320 -6%
WA
105
WBH Advisory
Maryland
$244K -$10.1K -784 -4%
HR
106
Howe & Rusling
New York
$243K -$14.4K -1,120 -6%
BCMO
107
Buckingham Capital Management (Ohio)
Ohio
$242K +$41.1K +3,200 +20%
PWM
108
Perigon Wealth Management
California
$242K +$51.2K +3,988 +27%
LS
109
Lattice Strategies
Pennsylvania
$237K +$237K +18,440 New
LYV
110
Live Your Vision
Pennsylvania
$232K -$1.2K -96 -0.5%
HFS
111
HL Financial Services
Kentucky
$228K
AIM
112
Aspen Investment Management
Michigan
$210K +$210K +16,348 New
RH
113
Rayner & Haynor
California
$206K
BAM
114
Barrett Asset Management
New York
$205K
GCA
115
Greenwood Capital Associates
South Carolina
$204K +$14.4K +1,120 +8%
TIM
116
Tortoise Investment Management
New York
$193K +$24K +1,868 +14%
Deutsche Bank
117
Deutsche Bank
Germany
$186K -$295K -23,028 -61%
AIG
118
American International Group
New York
$169K +$13.3K +1,032 +9%
NFG
119
Next Financial Group
Texas
$136K +$136K +10,596 New
MFBTD
120
MB Financial Bank - Trust Department
Illinois
$111K +$55.5K +4,196 +100%
FNBT
121
FineMark National Bank & Trust
Florida
$99K +$359 +28 +0.4%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$99K +$1.33K +104 +1%
LWM
123
LBA Wealth Management
Florida
$98K
WF
124
WealthTrust Fairport
Ohio
$90K -$84.7K -6,576 -48%
CDIA
125
Capital Directions Investment Advisors
Georgia
$82K -$27.8K -2,036 -25%