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Schwab U.S Small- Cap ETF

332 hedge funds and large institutions have $1.92B invested in Schwab U.S Small- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 169 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
8.29%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
46
Increased
169
Reduced
84
Closed
19
Calls
$895K
Puts
$250K
Net Calls
+$645K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Shares
Change %
CIR
251
Clear Investment Research
Georgia
$240K +$240K +15,020 New
CCM
252
Carlson Capital Management
Minnesota
$239K +$239K +14,940 New
PFC
253
Phocas Financial Corp
California
$236K -$221K -14,060 Closed
SWP
254
Stratos Wealth Partners
Ohio
$235K -$298K -18,632 -56%
BW
255
Bison Wealth
Georgia
$235K +$235K +14,680 New
CAM
256
Cubic Asset Management
Massachusetts
$233K
FG
257
Fiduciary Group
Georgia
$232K +$232K +14,492 New
CA
258
Cetera Advisors
Colorado
$230K +$6.11K +384 +3%
SAA
259
Southeast Asset Advisors
Georgia
$230K +$230K +14,384 New
Calamos Advisors
260
Calamos Advisors
Illinois
$230K +$230K +14,392 New
SS
261
Simplicity Solutions
Minnesota
$228K -$702 -44 -0.3%
CA
262
Continuum Advisory
Idaho
$226K +$226K +14,164 New
BO
263
BRR OpCo
Ohio
$220K -$150K -9,380 -41%
AIM
264
Anchor Investment Management
South Carolina
$220K +$30.4K +1,904 +16%
CG
265
Colony Group
Massachusetts
$212K +$212K +13,292 New
CCM
266
Coldstream Capital Management
Washington
$208K +$208K +13,000 New
GWCM
267
Godshalk Welsh Capital Management
Pennsylvania
$202K +$202K +12,640 New
JWM
268
Jacobus Wealth Management
Wisconsin
$198K +$20.1K +1,260 +11%
TIM
269
Tortoise Investment Management
New York
$196K +$5.19K +324 +3%
PCP
270
Proficio Capital Partners
Massachusetts
$193K
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$185K -$27.5K -1,716 -13%
WCM
272
Wealthcare Capital Management
Virginia
$179K
ASN
273
Advisory Services Network
Georgia
$172K +$28.3K +1,772 +20%
PWM
274
Perigon Wealth Management
California
$165K -$35.9K -2,248 -18%
AssetMark Inc
275
AssetMark Inc
California
$158K