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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 %
SQA
476
Simon Quick Advisors
New Jersey
$83K -$34.3K -2,256 -29%
AssetMark Inc
477
AssetMark Inc
California
$62K -$36.8K -2,408 -37%
Fifth Third Bancorp
478
Fifth Third Bancorp
Ohio
$60K -$31.1K -2,048 -34%
VCM
479
Vigilant Capital Management
Maine
$60K -$5.48K -364 -8%
OIA
480
Optimum Investment Advisors
Illinois
$57K +$6.21K +412 +12%
Deutsche Bank
481
Deutsche Bank
Germany
$54K -$627K -41,796 -92%
BCA
482
Berman Capital Advisors
Georgia
$54K +$54K +3,608 New
PO
483
Private Ocean
California
$52K +$304 +20 +0.6%
BWL
484
Bogart Wealth LLC
Virginia
$51K +$5.32K +352 +12%
TL
485
TrueWealth LLC
Georgia
$50K -$1.59K -104 -3%
CWA
486
Clarus Wealth Advisors
Arizona
$50K +$245 +16 +0.5%
GWM
487
Geneos Wealth Management
Colorado
$48K -$416 -28 -0.9%
CCMW
488
Cypress Capital Management (Wyoming)
Wyoming
$47K -$1.86M -121,416 -98%
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$45K +$242 +16 +0.5%
PMFA
490
Plante Moran Financial Advisors
Michigan
$44K +$1.84K +120 +4%
CAM
491
Cresset Asset Management
Illinois
$41K +$41K +2,700 New
KCM
492
Karp Capital Management
California
$41K +$41K +2,716 New
GRP
493
Global Retirement Partners
California
$40K +$2.3K +152 +6%
EI
494
Ellevest Inc
New York
$39K +$39K +2,588 New
SWP
495
Strategic Wealth Partners
Ohio
$35K
BCM
496
Blume Capital Management
California
$31K
SL
497
Salomon & Ludwin
Virginia
$30K +$30K +1,960 New
WT
498
Whittier Trust
California
$30K +$30K +1,960 New
QCG
499
Quadrant Capital Group
Ohio
$30K +$30K +2,040 New
WANY
500
Wealthspire Advisors (New York)
New York
$29K +$29K +1,924 New