SCHA icon

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 %
SIM
501
Sonora Investment Management
Arizona
$2K
CWM
502
Cedar Wealth Management
California
$2K +$2K +108 New
BCMIO
503
Beacon Capital Management Inc (Ohio)
Ohio
$1K
EWM
504
Edge Wealth Management
New York
$1K
GEA
505
Glen Eagle Advisors
New Jersey
$990
FRA
506
Front Row Advisors
California
$318 +$23 +1,404 +8%
CF
507
Centaurus Financial
California
$234 -$262K -13,448 -100%
Citadel Advisors
508
Citadel Advisors
Florida
-$3.7M -201,132 Closed
KM
509
Kalos Management
Georgia
-$3.38M -177,776 Closed
TA
510
TMD & Associates
Arizona
-$1.79M -97,192 Closed
LFS
511
Legacy Financial Strategies
Kansas
-$374K -20,312 Closed
HB
512
Homrich & Berg
Georgia
-$374K -20,308 Closed
CM
513
Cornerstone Management
Georgia
-$310K -16,836 Closed
CSIC
514
Clifford Swan Investment Counsel
California
-$289K -15,736 Closed
IWM
515
IHT Wealth Management
Illinois
-$248K -13,508 Closed
DT
516
Diversified Trust
Tennessee
-$239K -13,000 Closed
AFA
517
Arlington Financial Advisors
California
-$243K -13,000 Closed
Fisher Asset Management
518
Fisher Asset Management
Washington
-$220K -11,976 Closed
STMM
519
South Texas Money Management
Texas
-$211K -11,448 Closed
GWCM
520
Godshalk Welsh Capital Management
Pennsylvania
-$206K -11,180 Closed
GBBWRPM
521
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$35K -1,920 Closed
CFC
522
Coyle Financial Counsel
Illinois
-$24K -1,332 Closed
PFA
523
Pathway Financial Advisors
Vermont
-$21K -1,120 Closed
PCIA
524
Prime Capital Investment Advisors
Kansas
-$13K -688 Closed
B
525
Bridgeworth
Alabama
-$11K -660 Closed