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Schwab U.S Small- Cap ETF

510 hedge funds and large institutions have $3.72B invested in Schwab U.S Small- Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 258 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+27
Holders Change %
+5.59%
% of All Funds
11.68%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.33%
New
55
Increased
258
Reduced
140
Closed
23
Calls
$541K
Puts
$495K
Net Calls
+$46K
Net Calls Change
-$307K
Name Holding Trade Value Shares
Change
Shares
Change %
IFS
276
Ifrah Financial Services
Arkansas
$743K +$32.5K +1,708 +5%
WDL
277
Well Done LLC
Michigan
$739K
LWAC
278
Laurel Wealth Advisors (California)
California
$739K +$482K +25,356 +188%
CIAS
279
Capital Investment Advisory Services
North Carolina
$725K -$28.2K -1,480 -4%
FCI
280
Financial Counselors Inc
Kansas
$720K
PFC
281
Phocas Financial Corp
California
$701K -$698K
GC
282
Garde Capital
Washington
$701K +$22.5K +1,308 +3%
AIS
283
Accurate Investment Solutions
Pennsylvania
$692K +$692K +36,364 New
GA
284
Gateway Advisory
New Jersey
$690K +$55.2K +2,896 +9%
MWP
285
MYCIO Wealth Partners
Pennsylvania
$684K -$4.26K -224 -0.6%
NCM
286
Northwest Capital Management
Oregon
$684K +$6.56K +344 +1%
BRWA
287
B. Riley Wealth Advisors
Florida
$671K +$31.2K +1,636 +5%
WPA
288
West Paces Advisors
Georgia
$654K
BJ
289
Brouwer & Janachowski
California
$644K -$24.4K -1,280 -4%
CWM
290
Cornerstone Wealth Management
Missouri
$632K -$73.7K -20,028 -10%
MCM
291
Mitchell Capital Management
Kansas
$628K -$19K -996 -3%
FTS
292
Fifth Third Securities
Ohio
$628K +$628K +33,000 New
SG
293
Somerset Group
Minnesota
$624K -$63.1K -3,316 -9%
GCA
294
Gradient Capital Advisors
California
$621K -$30.3K -1,588 -5%
TCM
295
Twele Capital Management
Minnesota
$619K -$11.8K -620 -2%
Northern Trust
296
Northern Trust
Illinois
$608K
VCP
297
Vista Capital Partners
Oregon
$602K -$13.9K -732 -2%
LYV
298
Live Your Vision
Pennsylvania
$601K +$8.83K +464 +1%
WIA
299
Wealthstreet Investment Advisors
Texas
$597K +$33.1K +1,740 +6%
Bank of New York Mellon
300
Bank of New York Mellon
New York
$595K +$13.4K +704 +2%