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Schwab U.S Small- Cap ETF

185 hedge funds and large institutions have $424M invested in Schwab U.S Small- Cap ETF in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+28
Holders Change %
+17.83%
% of All Funds
4.94%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.43%
New
43
Increased
89
Reduced
32
Closed
11
Calls
$650K
Puts
$832K
Net Calls
-$182K
Net Calls Change
-$387K
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$255K +$255K +18,500 New
HFS
127
HL Financial Services
Kentucky
$245K
PWM
128
Perigon Wealth Management
California
$240K -$19.2K -1,396 -7%
BCMO
129
Buckingham Capital Management (Ohio)
Ohio
$239K -$20.7K -1,500 -8%
HR
130
Howe & Rusling
New York
$234K -$27.3K -1,980 -10%
AIM
131
Aspen Investment Management
Michigan
$230K +$4.85K +352 +2%
GWCM
132
Godshalk Welsh Capital Management
Pennsylvania
$229K +$229K +16,640 New
BAM
133
Barrett Asset Management
New York
$221K +$1.1K +80 +0.5%
CA
134
Capital Advantage
California
$217K +$217K +15,760 New
GCA
135
Greenwood Capital Associates
South Carolina
$215K -$3.3K -240 -2%
TIM
136
Tortoise Investment Management
New York
$209K +$2.2K +160 +1%
CAM
137
Cubic Asset Management
Massachusetts
$201K +$201K +14,600 New
PI
138
Placemark Investments
Illinois
$199K -$488K -35,464 -71%
Deutsche Bank
139
Deutsche Bank
Germany
$199K
Creative Planning
140
Creative Planning
Kansas
$148K +$59.9K +4,348 +68%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$114K +$63.2K +4,596 +124%
CCS
142
Crosspoint Capital Strategies
California
$111K +$59.3K +4,292 +115%
FNBT
143
FineMark National Bank & Trust
Florida
$107K +$332 +24 +0.3%
LWM
144
LBA Wealth Management
Florida
$105K
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$103K -$2.97K -216 -3%
WF
146
WealthTrust Fairport
Ohio
$97K +$332 +24 +0.3%
CDIA
147
Capital Directions Investment Advisors
Georgia
$84K
CPIG
148
Chicago Partners Investment Group
Illinois
$59K +$59K +4,272 New
MFBTD
149
MB Financial Bank - Trust Department
Illinois
$58K -$58K -4,196 -50%
TCM
150
TD Capital Management
Tennessee
$57K +$57K +4,164 New