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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 %
Lido Advisors
376
Lido Advisors
California
$285K +$285K +14,992 New
EAM
377
Evanson Asset Management
California
$283K -$59.2K -3,108 -17%
CA
378
Continuum Advisory
Idaho
$277K -$5.2K -276 -2%
SAM
379
Sawgrass Asset Management
Florida
$273K -$20.4K -1,072 -7%
PAI
380
Pittenger & Anderson Inc
Nebraska
$273K +$160K +8,400 +142%
FWCM
381
Ferguson Wellman Capital Management
Oregon
$271K
CAM
382
Cubic Asset Management
Massachusetts
$268K
DAM
383
Delta Asset Management
Tennessee
$267K -$38.1K -2,000 -12%
AIM
384
AMI Investment Management
Indiana
$264K -$88.2K -4,636 -25%
DP
385
DDD Partners
Washington
$262K +$262K +13,752 New
NGA
386
Naples Global Advisors
Florida
$261K +$23.8K +1,252 +10%
FWM
387
Frontier Wealth Management
Missouri
$256K +$23.2K +1,216 +10%
BAM
388
Belpointe Asset Management
Nevada
$256K +$256K +13,420 New
LFG
389
Larson Financial Group
Missouri
$255K -$19.7K -1,032 -7%
MWM
390
Marietta Wealth Management
Georgia
$255K -$17.3K -908 -6%
GLA
391
Good Life Advisors
Pennsylvania
$255K +$255K +13,368 New
NEGWA
392
New England Guild Wealth Advisors
Connecticut
$254K +$1.29K +68 +0.5%
IWP
393
Icon Wealth Partners
Texas
$252K +$252K +13,232 New
LIA
394
LBMC Investment Advisors
Tennessee
$250K +$5.55K +292 +2%
ODCM
395
Old Dominion Capital Management
Virginia
$246K -$17K -892 -6%
DIA
396
Davidson Investment Advisors
Montana
$246K
BFM
397
Broadview Financial Management
Wisconsin
$244K +$7.68K +404 +3%
Renaissance Technologies
398
Renaissance Technologies
New York
$236K -$792K -41,600 -77%
EWA
399
EP Wealth Advisors
California
$236K -$76.1K -3,996 -24%
MMHP
400
Murphy Middleton Hinkle & Parker
Georgia
$234K +$234K +12,276 New