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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 %
WEC
151
Winslow Evans & Crocker
Massachusetts
$51.5K
MCM
152
Manchester Capital Management
Vermont
$51K
ST
153
Smithfield Trust
Pennsylvania
$45K
PFG
154
Piershale Financial Group
Illinois
$43K +$43K +3,116 New
FANJ
155
Financial Architects (New Jersey)
New Jersey
$41K +$25.1K +1,812 +158%
SIA
156
Stancorp Investment Advisers
Oregon
$41K +$41K +2,956 New
SFPM
157
Sensible Financial Planning & Management
Massachusetts
$36K -$22.4K -1,620 -38%
MA
158
MCF Advisors
Kentucky
$36K +$10.2K +740 +40%
WCM
159
Westend Capital Management
California
$33K -$764 -56 -2%
CG
160
Colony Group
Massachusetts
$29K +$9.63K +692 +50%
BPBT
161
Boston Private Bank & Trust
Massachusetts
$28K +$28K +2,000 New
PAI
162
Pittenger & Anderson Inc
Nebraska
$26K +$14.8K +1,056 +132%
TRCT
163
Tower Research Capital (TRC)
New York
$23K -$4.22M -309,552 -99%
PMFA
164
Plante Moran Financial Advisors
Michigan
$22K
KTC
165
Kistler-Tiffany Companies
Pennsylvania
$17K
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$14K
WCM
167
Wealthcare Capital Management
Virginia
$13K
PO
168
Private Ocean
California
$12K +$56 +4 +0.5%
TSW
169
Thompson Siegel & Walmsley
Virginia
$10K
MFS
170
MSI Financial Services
Massachusetts
$8K +$2.63K +196 +49%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$7K -$104 -8 -1%
FBT
172
Founders Bank & Trust
Michigan
$7K
TWA
173
TCI Wealth Advisors
Arizona
$6K +$56 +4 +0.9%
SIG
174
Stanford Investment Group
California
$6K +$6K +400 New
NDSI
175
Newman Dignan & Sheerar Inc
Rhode Island
$4.1K +$68 +4,920 +2%