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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 %
GI
401
Gradient Investments
Minnesota
$28K +$11.4K +660 +68%
Parallax Volatility Advisers
402
Parallax Volatility Advisers
California
$28K +$27.9K +1,640 +41,000%
Citigroup
403
Citigroup
New York
$24K
CCM
404
Covington Capital Management
California
$22K
PFBT
405
Parkside Financial Bank & Trust
Missouri
$22K
KTC
406
Kistler-Tiffany Companies
Pennsylvania
$22K
VCM
407
Versant Capital Management
Arizona
$21K
SFPIA
408
Stevens First Principles Investment Advisors
California
$21K
William Blair & Company
409
William Blair & Company
Illinois
$21K +$21K +1,232 New
WC
410
Westwind Capital
New Mexico
$20K +$20K +1,144 New
PFA
411
Pathway Financial Advisors
Vermont
$19K -$52.7K -3,104 -73%
AWM
412
AllSquare Wealth Management
New York
$19K
KFA
413
Kabarec Financial Advisors
Illinois
$17K +$7.73K +460 +83%
LFG
414
LifePlan Financial Group
Ohio
$17K +$17K +1,008 New
VCM
415
Vigilant Capital Management
Maine
$16K -$34K -2,000 -68%
CTC
416
Central Trust Company
Missouri
$14K +$201 +12 +1%
SWPG
417
Strategic Wealth Partners Group
Illinois
$13.1K +$13.1K +756 New
TSW
418
Thompson Siegel & Walmsley
Virginia
$13K
MWM
419
MinichMacGregor Wealth Management
New York
$12K
TCM
420
TD Capital Management
Tennessee
$12K
BWP
421
Baldwin Wealth Partners
Massachusetts
$11K +$11K +620 New
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$10K
MSFP
423
Mark Sheptoff Financial Planning
Connecticut
$10K
Manulife (Manufacturers Life Insurance)
424
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$1.23K +68 +14%
LFA
425
Legacy Financial Advisors
Kentucky
$8K