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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 %
FG
351
Fiduciary Group
Georgia
$345K +$7.47K +392 +2%
PAM
352
Premier Asset Management
Illinois
$343K -$111K -5,840 -25%
BCM
353
Breiter Capital Management
Florida
$342K +$342K +17,980 New
Fidelity Investments
354
Fidelity Investments
Massachusetts
$340K +$101K +5,324 +42%
SP
355
Successful Portfolios
Florida
$336K +$78.1K +4,104 +30%
JC
356
Jentner Corp
Ohio
$333K +$8.38K +440 +3%
APA
357
American Portfolios Advisors
New York
$330K -$665K -34,944 -67%
SWM
358
Segment Wealth Management
Texas
$329K +$329K +17,296 New
VDFA
359
Vickerman & Driscoll Financial Advisors
Washington
$328K -$66.9K -3,512 -17%
Calamos Advisors
360
Calamos Advisors
Illinois
$327K +$22.7K +1,188 +7%
OCM
361
Orser Capital Management
Texas
$323K -$10.5K -600 -3%
AWA
362
Arete Wealth Advisors
Illinois
$319K -$1.6K -84 -0.5%
RI
363
Ridgewood Investments
New Jersey
$317K
CWM
364
Circle Wealth Management
New Jersey
$317K +$762 +40 +0.2%
TNBTD
365
Trustmark National Bank Trust Department
Mississippi
$317K +$317K +16,644 New
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$310K +$59.8K +3,136 +24%
HWA
367
Heritage Way Advisors
Illinois
$309K +$35.2K +1,848 +13%
PV
368
Private Vista
Illinois
$303K +$1.75K +92 +0.6%
Millennium Management
369
Millennium Management
New York
$301K -$522K -27,428 -63%
WP
370
WealthPLAN Partners
Nebraska
$300K +$11.9K +720 +4%
CCM
371
Carlson Capital Management
Minnesota
$300K +$14.7K +772 +5%
HCM
372
Hengehold Capital Management
Ohio
$299K +$1.45K +76 +0.5%
PA
373
PFG Advisors
Arizona
$296K +$61.3K +3,572 +26%
AWM
374
Altium Wealth Management
New York
$294K -$13K -684 -4%
CAM
375
Carret Asset Management
New York
$292K -$21.5K -1,128 -7%