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Schwab U.S Small- Cap ETF

442 hedge funds and large institutions have $2.9B invested in Schwab U.S Small- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 243 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
10.14%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.19%
New
46
Increased
243
Reduced
109
Closed
36
Calls
$498K
Puts
Net Calls
+$498K
Net Calls Change
+$428K
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
251
MYCIO Wealth Partners
Pennsylvania
$616K +$21.2K +1,224 +4%
NCM
252
Northwest Capital Management
Oregon
$611K -$125K -7,212 -17%
WPA
253
West Paces Advisors
Georgia
$594K -$41.5K -2,400 -7%
BCM
254
Boltwood Capital Management
California
$588K
VCP
255
Vista Capital Partners
Oregon
$575K +$75.3K +4,352 +15%
MCM
256
Mitchell Capital Management
Kansas
$573K -$84.6K -4,896 -13%
GCA
257
Gradient Capital Advisors
California
$567K -$47K -2,720 -8%
AIM
258
Avity Investment Management
Connecticut
$560K +$34.6K +2,000 +7%
RC
259
Roundview Capital
New Jersey
$559K +$21.1K +1,220 +4%
DAM
260
Delta Asset Management
Tennessee
$556K
MWM
261
Mission Wealth Management
California
$556K +$556K +32,168 New
PSF
262
Pacific Sun Financial
California
$555K +$555K +32,100 New
TCM
263
Twele Capital Management
Minnesota
$554K +$18K +1,040 +3%
Northern Trust
264
Northern Trust
Illinois
$552K
SG
265
Somerset Group
Minnesota
$549K +$23.8K +1,380 +5%
PAG
266
Private Advisor Group
New Jersey
$542K -$1.3M -75,240 -71%
ASN
267
Advisory Services Network
Georgia
$531K +$11.7K +676 +2%
LYV
268
Live Your Vision
Pennsylvania
$527K -$78.4K -4,420 -13%
BPM
269
Bowling Portfolio Management
Ohio
$522K +$7.54K +436 +1%
BMM
270
Buffington Mohr McNeal
Idaho
$512K -$34.7K -2,004 -6%
WIA
271
Wealthstreet Investment Advisors
Texas
$512K -$1.73K -100 -0.3%
BA
272
Bristlecone Advisors
Washington
$499K +$499K +28,872 New
STA
273
Summit Trail Advisors
New York
$488K +$488K +26,992 New
AIA
274
Armor Investment Advisors
North Carolina
$487K +$126K +7,300 +35%
TFS
275
TrustCore Financial Services
Tennessee
$479K +$2.28K +132 +0.5%