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Schwab U.S Small- Cap ETF

435 hedge funds and large institutions have $2.7B invested in Schwab U.S Small- Cap ETF in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 217 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+75
Holders Change %
+20.83%
% of All Funds
9.88%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
95
Increased
217
Reduced
76
Closed
16
Calls
$502K
Puts
$432K
Net Calls
+$70K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
376
Sandy Spring Bank
Maryland
$82K
PAI
377
Pittenger & Anderson Inc
Nebraska
$80K
IWM
378
IHT Wealth Management
Illinois
$74K
PFA
379
Pathway Financial Advisors
Vermont
$74K +$74K +4,224 New
RFA
380
Reilly Financial Advisors
California
$62K
DPA
381
Delphi Private Advisors
California
$61K +$61K +3,472 New
TL
382
TrueWealth LLC
Georgia
$59K +$59K +3,356 New
TWA
383
TCI Wealth Advisors
Arizona
$56K -$18.3K -1,052 -25%
PNC Financial Services Group
384
PNC Financial Services Group
Pennsylvania
$56K
VCM
385
Vigilant Capital Management
Maine
$51K +$51K +2,940 New
WEC
386
Winslow Evans & Crocker
Massachusetts
$48.7K -$9.21K -528 -16%
GI
387
GS Investments
Minnesota
$48.6K -$6.92K -400 -12%
RCG
388
Ruggie Capital Group
Florida
$43K +$7.25K +412 +20%
OWA
389
One Wealth Advisors
California
$42K +$42K +2,404 New
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$39K +$39K +2,248 New
PMFA
391
Plante Moran Financial Advisors
Michigan
$38K +$22.7K +1,304 +148%
SWP
392
Strategic Wealth Partners
Ohio
$36K +$36K +2,148 New
BCM
393
Blume Capital Management
California
$35K +$207 +12 +0.6%
GWM
394
Geneos Wealth Management
Colorado
$34K +$2.29K +132 +7%
WWM
395
Wagner Wealth Management
South Carolina
$34K +$34K +2,528 New
VFA
396
Valeo Financial Advisors
Indiana
$25K +$6.91K +400 +38%
Citigroup
397
Citigroup
New York
$24K
PFBT
398
Parkside Financial Bank & Trust
Missouri
$22K -$3.11K -180 -12%
KTC
399
Kistler-Tiffany Companies
Pennsylvania
$22K
CCM
400
Covington Capital Management
California
$22K