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Schwab U.S Small- Cap ETF

559 hedge funds and large institutions have $2.95B invested in Schwab U.S Small- Cap ETF in 2018 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 169 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+49
Holders Change %
+9.61%
% of All Funds
12.47%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.25%
New
114
Increased
225
Reduced
169
Closed
59
Calls
$473K
Puts
$316K
Net Calls
+$157K
Net Calls Change
+$111K
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
451
Bernardo Wealth Planning
Pennsylvania
$202K +$202K +13,284 New
FHA
452
Flagship Harbor Advisors
Massachusetts
$200K +$200K +13,184 New
HCIA
453
Hochman Cole Investment Advisors
Illinois
$200K +$200K +13,196 New
RWA
454
River Wealth Advisors
Pennsylvania
$195K +$35.6K +2,340 +22%
ESB
455
Essex Savings Bank
Connecticut
$191K +$191K +12,560 New
TNBTD
456
Trustmark National Bank Trust Department
Mississippi
$183K -$68.8K -4,548 -27%
NFG
457
Next Financial Group
Texas
$183K +$183K +12,076 New
PCP
458
Proficio Capital Partners
Massachusetts
$182K
WOC
459
West Oak Capital
California
$171K +$19.1K +1,256 +13%
APA
460
American Portfolios Advisors
New York
$162K -$100K -6,604 -38%
PNC Financial Services Group
461
PNC Financial Services Group
Pennsylvania
$158K -$6.65K -440 -4%
BWA
462
BDO Wealth Advisors
Florida
$150K -$19.7K -1,300 -12%
WCM
463
Wealthcare Capital Management
Virginia
$150K +$121 +8 +0.1%
OAM
464
Oppenheimer Asset Management
New York
$130K +$130K +8,540 New
WCM
465
WealthBridge Capital Management
Ohio
$127K +$127K +8,340 New
BFC
466
Bedel Financial Consulting
Indiana
$125K +$61 +4 +0%
APSP
467
Asset Planning Services (Pennsylvania)
Pennsylvania
$113K
NSG
468
Nalls Sherbakoff Group
Tennessee
$111K +$111K +7,284 New
SFSIG
469
San Francisco Sentry Investment Group
California
$106K
CDIA
470
Capital Directions Investment Advisors
Georgia
$105K
VFA
471
Valeo Financial Advisors
Indiana
$104K +$6.66K +440 +7%
BFEC
472
Benjamin F. Edwards & Company
Missouri
$96K +$7.79K +512 +9%
TWA
473
TCI Wealth Advisors
Arizona
$92K +$43.2K +2,856 +89%
William Blair & Company
474
William Blair & Company
Illinois
$85K +$55.7K +3,676 +190%
SSB
475
Sandy Spring Bank
Maryland
$84K