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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 %
WF
301
WealthTrust Fairport
Ohio
$583K +$67.3K +3,532 +13%
DSC
302
Duncker Streett & Co
Missouri
$582K +$268K +14,076 +85%
AIA
303
Armor Investment Advisors
North Carolina
$578K +$24K +1,260 +4%
H
304
HoyleCohen
California
$574K +$17.1K +896 +3%
SG
305
StoneX Group
New York
$570K +$11.9K +624 +2%
BMM
306
Buffington Mohr McNeal
Idaho
$567K -$7.08K -372 -1%
SFSG
307
Stearns Financial Services Group
North Carolina
$564K -$31.1K -1,632 -5%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$563K +$530K +27,844 +1,600%
F
309
F3Logic
Minnesota
$560K -$205K -10,768 -27%
BA
310
Bristlecone Advisors
Washington
$550K
AIM
311
Avity Investment Management
Connecticut
$548K -$68.5K -3,600 -11%
SIC
312
Sigma Investment Counselors
Michigan
$533K +$28.6K +1,504 +6%
S
313
SignatureFD
Georgia
$531K +$200K +10,516 +61%
RFA
314
Reilly Financial Advisors
California
$525K +$457K +24,024 +676%
REMPR
315
Roof Eidam Maycock Peralta (REMP)
California
$523K
PAM
316
Peak Asset Management
Colorado
$521K +$71.8K +3,772 +16%
PAM
317
Pegasus Asset Management
New York
$516K +$6.71K +352 +1%
IA
318
IndexIQ Advisors
New York
$512K +$512K +26,864 New
LNB
319
Ledyard National Bank
$489K
NIM
320
Nicollet Investment Management
Minnesota
$488K +$65.7K +3,452 +16%
PWM
321
Perigon Wealth Management
California
$486K -$41K -2,152 -8%
BAM
322
Barrett Asset Management
New York
$479K +$13.3K +700 +3%
DAS
323
Dynamic Advisor Solutions
Arizona
$474K -$299K -15,672 -39%
BPM
324
Bowling Portfolio Management
Ohio
$467K -$95.7K -5,024 -17%
SDWMA
325
Schneider Downs Wealth Management Advisors
Pennsylvania
$461K +$27.2K +1,428 +6%