SCHA icon

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 %
CG
401
Colony Group
Massachusetts
$233K -$43K -2,256 -16%
W
402
Wealthfront
California
$233K +$1.68K +88 +0.7%
Thrivent Financial for Lutherans
403
Thrivent Financial for Lutherans
Minnesota
$233K +$4.79K +252 +2%
LAIC
404
Lederer & Associates Investment Counsel
California
$232K
SCA
405
Stokes Capital Advisors
South Carolina
$232K +$2.06K +108 +0.9%
FNBOMD
406
First National Bank of Mount Dora
Florida
$229K
PCP
407
Proficio Capital Partners
Massachusetts
$229K
FM
408
Foster & Motley
Ohio
$223K +$223K +11,692 New
CP
409
Camelot Portfolios
Ohio
$222K +$222K +11,648 New
CIA
410
Capital Investment Advisors
Georgia
$221K -$6.24K -328 -3%
Cerity Partners
411
Cerity Partners
New York
$217K +$217K +11,372 New
BWA
412
BDO Wealth Advisors
Florida
$213K
LJAC
413
L.J. Altfest & Co
New York
$213K +$152 +8 +0.1%
SG Americas Securities
414
SG Americas Securities
New York
$208K -$771K -40,548 -79%
HIC
415
Holderness Investments Company
North Carolina
$208K +$208K +10,904 New
PNC Financial Services Group
416
PNC Financial Services Group
Pennsylvania
$207K +$19.4K +1,020 +10%
HFA
417
Huber Financial Advisors
Illinois
$205K +$205K +10,760 New
RWA
418
River Wealth Advisors
Pennsylvania
$200K +$35.9K +1,880 +22%
WOC
419
West Oak Capital
California
$191K -$1.07K -56 -0.6%
WCM
420
Wealthcare Capital Management
Virginia
$188K
SQA
421
Simon Quick Advisors
New Jersey
$147K -$10.4K -544 -7%
BFC
422
Bedel Financial Consulting
Indiana
$147K -$4.23K -236 -3%
WIA
423
Westbourne Investment Advisors
Maryland
$142K +$142K +7,452 New
CPIG
424
Chicago Partners Investment Group
Illinois
$138K +$2.46K +148 +2%
APSP
425
Asset Planning Services (Pennsylvania)
Pennsylvania
$133K