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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 %
SFSIG
426
San Francisco Sentry Investment Group
California
$133K +$5.1K +268 +4%
CDIA
427
Capital Directions Investment Advisors
Georgia
$131K +$39.2K +2,064 +43%
AssetMark Inc
428
AssetMark Inc
California
$123K
APP
429
Avantax Planning Partners
Iowa
$122K +$122K +6,420 New
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$114K -$3.65K -192 -3%
SEIA
431
Signature Estate & Investment Advisors
California
$112K -$121K -6,372 -52%
VFA
432
Valeo Financial Advisors
Indiana
$110K -$28.9K -1,692 -21%
BFEC
433
Benjamin F. Edwards & Company
Missouri
$110K
WTB
434
Washington Trust Bank
Washington
$105K +$64K +3,360 +156%
SSB
435
Sandy Spring Bank
Maryland
$104K -$4.47K -236 -4%
SWM
436
Selective Wealth Management
Virginia
$100K +$100K +5,256 New
KJWM
437
Kiley Juergens Wealth Management
Washington
$99K +$2.28K +120 +2%
EFSCE
438
Enterprise Financial Services Corp (EFSC)
Missouri
$95K
AA
439
Ancora Advisors
Ohio
$91K +$91K +4,760 New
WSTAM
440
Wilbanks Smith & Thomas Asset Management
Virginia
$88K +$88K +4,628 New
VCM
441
Vigilant Capital Management
Maine
$83K +$67K +3,512 +418%
MWPCG
442
Measured Wealth Private Client Group
New Hampshire
$77K +$77K +4,032 New
PO
443
Private Ocean
California
$65K +$382 +20 +0.6%
WTC
444
WhitTier Trust Company
Nevada
$64K
TL
445
TrueWealth LLC
Georgia
$64K +$152 +8 +0.2%
OIA
446
Optimum Investment Advisors
Illinois
$64K +$64K +3,372 New
CWA
447
Clarus Wealth Advisors
Arizona
$62K +$7.93K +416 +15%
GWM
448
Geneos Wealth Management
Colorado
$62K +$24.9K +1,308 +67%
TWA
449
TCI Wealth Advisors
Arizona
$61K -$8.03K -424 -12%
VRM
450
Vectors Research Management
New York
$60K +$60K +3,236 New