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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
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 %
Creative Planning
126
Creative Planning
Kansas
$82K +$28K +2,180 +52%
S
127
SignatureFD
Georgia
$77K +$11.4K +888 +17%
SFPM
128
Sensible Financial Planning & Management
Massachusetts
$54K +$54K +4,220 New
WEC
129
Winslow Evans & Crocker
Massachusetts
$48.1K +$51 +4 +0.1%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$48K -$2.34K -180 -5%
CCS
131
Crosspoint Capital Strategies
California
$48K +$37K +2,880 +335%
MCM
132
Manchester Capital Management
Vermont
$47K -$3.82K -300 -8%
ST
133
Smithfield Trust
Pennsylvania
$42K
WCM
134
Westend Capital Management
California
$31K +$31K +2,476 New
MA
135
MCF Advisors
Kentucky
$25K +$9.24K +692 +59%
PMFA
136
Plante Moran Financial Advisors
Michigan
$21K
CG
137
Colony Group
Massachusetts
$18K +$3.36K +260 +23%
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$16K
FANJ
139
Financial Architects (New Jersey)
New Jersey
$15K +$5.17K +396 +53%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$13K
WCM
141
Wealthcare Capital Management
Virginia
$12K +$52 +4 +0.4%
PO
142
Private Ocean
California
$11K -$1.79K -140 -14%
TSW
143
Thompson Siegel & Walmsley
Virginia
$10K
PAI
144
Pittenger & Anderson Inc
Nebraska
$10K
DADC
145
D.A. Davidson & Co
Montana
$9K
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$9K +$2.02K +160 +29%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$7K -$9.11K -708 -57%
FBT
148
Founders Bank & Trust
Michigan
$6K
MFS
149
MSI Financial Services
Massachusetts
$5K
TWA
150
TCI Wealth Advisors
Arizona
$5K