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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 %
ECM
326
Evergreen Capital Management
Washington
$459K +$102K +5,340 +28%
SE
327
Summit Equities
New Jersey
$458K +$39.6K +2,080 +9%
PCM
328
Parsons Capital Management
Rhode Island
$456K +$14.5K +760 +3%
SAA
329
Southeast Asset Advisors
Georgia
$456K +$456K +23,972 New
GIA
330
GHP Investment Advisors
Colorado
$454K +$19.7K +1,032 +5%
CHJWM
331
Carlton Hofferkamp & Jenks Wealth Management
Texas
$450K +$72.4K +3,800 +19%
TIM
332
Tortoise Investment Management
New York
$447K +$1.9K +100 +0.4%
SWM
333
Stockman Wealth Management
Montana
$443K -$2.67K -140 -0.6%
BL
334
BCWM LLC
Kansas
$438K -$20.5K -1,080 -4%
OFG
335
Oxford Financial Group
Indiana
$429K +$82.5K +4,336 +24%
SGCA
336
Steel Grove Capital Advisors
Tennessee
$410K +$915 +48 +0.2%
SBA
337
Secrest Blakey & Associates
North Carolina
$410K +$3.5K +184 +0.9%
TIA
338
Tiemann Investment Advisors
California
$408K +$7.63K +400 +2%
CIC
339
Carnegie Investment Counsel
Ohio
$399K +$19.5K +1,136 +5%
Stifel Financial
340
Stifel Financial
Missouri
$390K -$16.6K -868 -4%
BIA
341
BHK Investment Advisors
Alabama
$378K +$165K +8,672 +77%
RPA
342
Rock Point Advisors
Vermont
$375K +$2.97K +156 +0.8%
CIR
343
Clear Investment Research
Georgia
$371K +$90.6K +4,768 +32%
CA
344
Cetera Advisors
Colorado
$369K +$58.9K +3,072 +19%
MCM
345
Manchester Capital Management
Vermont
$366K
PWW
346
Pettyjohn Wood & White
Virginia
$357K +$8.76K +460 +3%
PFA
347
Pure Financial Advisors
California
$357K +$357K +18,760 New
PIM
348
Penobscot Investment Management
Massachusetts
$350K +$7.62K +400 +2%
JWM
349
Janiczek Wealth Management
Colorado
$349K +$6.16K +324 +2%
SS
350
Simplicity Solutions
Minnesota
$345K -$14.2K -748 -4%