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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 %
Thrivent Financial for Lutherans
351
Thrivent Financial for Lutherans
Minnesota
$207K +$207K +12,000 New
AIM
352
AMI Investment Management
Indiana
$206K -$11.4K -660 -5%
CG
353
Colony Group
Massachusetts
$204K -$17.7K -1,020 -8%
STMM
354
South Texas Money Management
Texas
$202K -$232K -13,404 -53%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$202K
WCM
356
Wealthcare Capital Management
Virginia
$171K -$22.4K -1,296 -12%
WOC
357
West Oak Capital
California
$168K +$168K +9,704 New
RCG
358
Ruggie Capital Group
Florida
$163K +$121K +6,960 +285%
ACM
359
Armbruster Capital Management
New York
$155K +$1.04K +60 +0.7%
SQA
360
Simon Quick Advisors
New Jersey
$141K +$413 +24 +0.3%
BWA
361
BDO Wealth Advisors
Florida
$131K
APP
362
Avantax Planning Partners
Iowa
$131K +$131K +7,600 New
APSP
363
Asset Planning Services (Pennsylvania)
Pennsylvania
$129K -$31.1K -1,800 -19%
BFC
364
Bedel Financial Consulting
Indiana
$129K +$129K +7,492 New
PO
365
Private Ocean
California
$127K -$36.7K -2,124 -22%
CDIA
366
Capital Directions Investment Advisors
Georgia
$124K +$69 +4 +0.1%
MCWS
367
McKinley Carter Wealth Services
West Virginia
$122K +$122K +7,028 New
TRCT
368
Tower Research Capital (TRC)
New York
$116K -$3.59M -207,968 -97%
SFSIG
369
San Francisco Sentry Investment Group
California
$116K
AssetMark Inc
370
AssetMark Inc
California
$112K
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$108K +$52.9K +3,076 +96%
CPIG
372
Chicago Partners Investment Group
Illinois
$106K +$2.91K +168 +3%
SSB
373
Sandy Spring Bank
Maryland
$103K +$22.4K +1,304 +28%
BFEC
374
Benjamin F. Edwards & Company
Missouri
$94K +$11.5K +668 +14%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$86K