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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 %
PAMG
451
Patton Albertson Miller Group
Tennessee
$59K +$59K +3,600 New
BWL
452
Bogart Wealth LLC
Virginia
$58K +$3.84K +200 +7%
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$56K
WEC
454
Winslow Evans & Crocker
Massachusetts
$54K +$3.13K +160 +6%
UBS AM
455
UBS AM
Illinois
$52.1K +$52.1K +2,736 New
PMFA
456
Plante Moran Financial Advisors
Michigan
$52K +$10.7K +568 +26%
WWM
457
Wagner Wealth Management
South Carolina
$48K +$76 +4 +0.2%
GRP
458
Global Retirement Partners
California
$48K +$14.5K +756 +43%
SWP
459
Strategic Wealth Partners
Ohio
$41K
BCM
460
Blume Capital Management
California
$39K
RCAG
461
Rehmann Capital Advisory Group
Michigan
$37.9K
William Blair & Company
462
William Blair & Company
Illinois
$37K
MPIA
463
Mountain Pacific Investment Advisers
Idaho
$35K +$35K +1,832 New
GI
464
GS Investments
Minnesota
$34.4K -$4.57K -240 -12%
LFG
465
LifePlan Financial Group
Ohio
$31K +$11.8K +616 +61%
CAC
466
Certified Advisory Corp
Florida
$25K +$76 +4 +0.3%
CCM
467
Covington Capital Management
California
$24K -$13.6K -720 -36%
KTC
468
Kistler-Tiffany Companies
Pennsylvania
$24K
VCM
469
Versant Capital Management
Arizona
$23K
WC
470
Whitney & Co
New York
$22K +$22K +1,216 New
AWM
471
AllSquare Wealth Management
New York
$21K
POIA
472
Pin Oak Investment Advisors
Texas
$21K +$21K +1,100 New
EA
473
Elm Advisors
California
$19K +$19K +1,000 New
PG
474
Patten Group
Tennessee
$18K +$16.1K +840 +840%
Citigroup
475
Citigroup
New York
$17K -$936 -48 -5%