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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 %
RCG
476
Ruggie Capital Group
Florida
$17K +$9.51K +508 +127%
TSW
477
Thompson Siegel & Walmsley
Virginia
$14K
HNB
478
Huntington National Bank
Ohio
$13K
TCM
479
TD Capital Management
Tennessee
$13K
PFGIA
480
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$9.94K +532 +324%
BWP
481
Baldwin Wealth Partners
Massachusetts
$12K
CAG
482
Csenge Advisory Group
Florida
$12K +$12K +724 New
MSFP
483
Mark Sheptoff Financial Planning
Connecticut
$11K
CTC
484
Central Trust Company
Missouri
$10K
1IA
485
1834 Investment Advisors
Wisconsin
$9K
SF
486
Synovus Financial
Georgia
$9K
CFGS
487
Concourse Financial Group Securities
Alabama
$9K +$9K +484 New
FHA
488
First Horizon Advisors
Tennessee
$9K +$9K +516 New
SPIA
489
Steward Partners Investment Advisory
New York
$8K
LFA
490
Legacy Financial Advisors
Kentucky
$8K
HCM
491
Horrell Capital Management
Arkansas
$7K
GI
492
Gradient Investments
Minnesota
$6K -$11.3K -632 -65%
GWS
493
Glassman Wealth Services
Virginia
$6K
ME
494
McIlrath & Eck
Washington
$6K
HWA
495
Heritage Wealth Advisors
Virginia
$5K +$5K +268 New
IP
496
Intellectus Partners
California
$4K
AAP
497
Arax Advisory Partners
Colorado
$4K +$4K +192 New
PFO
498
Pathstone Family Office
New Jersey
$4K +$4K +200 New
VIA
499
Vantage Investment Advisors
Pennsylvania
$3K -$353 -16 -11%
CFD
500
Creative Financial Designs
Indiana
$3K