SCHA icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
MFBTD
126
MB Financial Bank - Trust Department
Illinois
$57K +$57K +4,196 New
MCM
127
Manchester Capital Management
Vermont
$55K +$4.13K +300 +8%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$53K -$57.6K -4,216 -52%
WEC
129
Winslow Evans & Crocker
Massachusetts
$51.2K -$5.48K -400 -10%
ST
130
Smithfield Trust
Pennsylvania
$45K +$45K +3,260 New
BIT
131
BlackRock Institutional Trust
California
$27K -$124K -9,200 -82%
MA
132
MUFG Americas
New York
$23K +$23K +1,652 New
PMFA
133
Plante Moran Financial Advisors
Michigan
$22K
KTC
134
Kistler-Tiffany Companies
Pennsylvania
$17K
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$17K +$17K +1,252 New
MA
136
MCF Advisors
Kentucky
$16K +$5.42K +400 +51%
CG
137
Colony Group
Massachusetts
$16K +$9.78K +692 +157%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$14K -$9.64K -680 -41%
PO
139
Private Ocean
California
$13K -$35.5K -2,728 -73%
WCM
140
Wealthcare Capital Management
Virginia
$13K
PAI
141
Pittenger & Anderson Inc
Nebraska
$11K +$11K +800 New
CCS
142
Crosspoint Capital Strategies
California
$11K +$11K +860 New
TSW
143
Thompson Siegel & Walmsley
Virginia
$10K
FANJ
144
Financial Architects (New Jersey)
New Jersey
$10K +$10K +752 New
EK
145
Evensky & Katz
Florida
$9K -$3.64K -272 -29%
DADC
146
D.A. Davidson & Co
Montana
$9K
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$8K +$58 +4 +0.7%
FBT
148
Founders Bank & Trust
Michigan
$7K
TWA
149
TCI Wealth Advisors
Arizona
$6K +$57 +4 +1%
MFS
150
MSI Financial Services
Massachusetts
$5K