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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
526
Baldwin Wealth Partners
Massachusetts
$9K
CTC
527
Central Trust Company
Missouri
$8K
MSFP
528
Mark Sheptoff Financial Planning
Connecticut
$8K
OAJ
529
Ogorek Anthony Joseph
New York
$7K -$1.34M -97,932 -99%
SF
530
Synovus Financial
Georgia
$7K
LFA
531
Legacy Financial Advisors
Kentucky
$7K
1IA
532
1834 Investment Advisors
Wisconsin
$7K
CG
533
Cutler Group
California
$6K +$6K +400 New
NDSI
534
Newman Dignan & Sheerar Inc
Rhode Island
$5.98K -$52 -3,460 -0.9%
HCM
535
Horrell Capital Management
Arkansas
$5K
ME
536
McIlrath & Eck
Washington
$5K
DWA
537
Dougherty Wealth Advisers
Minnesota
$5K +$5K +276 New
HWA
538
Heritage Wealth Advisors
Virginia
$4K
KC
539
Knuff & Co
California
$4K +$4K +232 New
MWC
540
MKD Wealth Coaches
Michigan
$4K +$4K +292 New
JFA
541
JNBA Financial Advisors
Minnesota
$3K -$1.25M -78,248 -100%
CFD
542
Creative Financial Designs
Indiana
$3K
AAP
543
Arax Advisory Partners
Colorado
$3K +$61 +4 +2%
SIM
544
Sonora Investment Management
Arizona
$2K
RCAG
545
Rehmann Capital Advisory Group
Michigan
$1.8K -$29.1K -1,872 -94%
WA
546
WBH Advisory
Maryland
$1.01K +$277 +18,280 +38%
FMP
547
Financial Management Professionals
Texas
$1K -$19.8M -1,898,432 -100%
RCG
548
Ruggie Capital Group
Florida
$1K -$8.46K -812 -89%
BCMIO
549
Beacon Capital Management Inc (Ohio)
Ohio
$1K
LDFR
550
Lehman & Derafelo Financial Resources
Pennsylvania
$1K +$1K +52 New