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Schwab U.S Small- Cap ETF

706 hedge funds and large institutions have $4.57B invested in Schwab U.S Small- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 297 increasing their positions, 208 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+108
Holders Change %
+18.06%
% of All Funds
13.94%
Holding in Top 10
67
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+28.85%
% of All Funds
1.32%
New
137
Increased
297
Reduced
208
Closed
23
Calls
$1.01M
Puts
$2.12M
Net Calls
-$1.11M
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
676
Capital Advisors Ltd
Ohio
$5K +$5K +248 New
AC
677
AlphaCore Capital
California
$5K +$5K +264 New
S
678
SignatureFD
Georgia
$4K -$19.5K -1,016 -83%
TF
679
TimeScale Financial
Massachusetts
$4K
WAP
680
Wealthcare Advisory Partners
Pennsylvania
$4K +$2K +108 +100%
SIM
681
Sonora Investment Management
Arizona
$4K +$2.18K +120 +120%
EWM
682
EPG Wealth Management
Georgia
$4K +$4K +200 New
SIS
683
Sound Income Strategies
Florida
$4K +$4K +224 New
FP
684
Financial Perspectives
Minnesota
$3.71K +$3.71K +196 New
CCMW
685
Cypress Capital Management (Wyoming)
Wyoming
$3K -$2.02M -105,236 -100%
LWM
686
Liberty Wealth Management
California
$3K -$23.9K -1,372 -89%
WFMPM
687
Woodley Farra Manion Portfolio Management
Indiana
$3K +$3K +180 New
HR
688
Howe & Rusling
New York
$2K -$9.04K -488 -82%
FMP
689
Financial Management Professionals
Texas
$2K
CP
690
Corbenic Partners
Pennsylvania
$2K +$2K +88 New
BAM
691
Bellevue Asset Management
Washington
$2K +$2K +96 New
CFFP
692
Center for Financial Planning
Michigan
$2K +$2K +116 New
NIM
693
Nicollet Investment Management
Minnesota
$1.58K +$35 +1,856 +2%
WQ
694
Wealth Quarterback
New Jersey
$1.28K +$1.28K +199,784 New
OAJ
695
Ogorek Anthony Joseph
New York
$1K -$1K -92 -50%
BCMIO
696
Beacon Capital Management Inc (Ohio)
Ohio
$1K
TFO
697
Tarbox Family Office
California
$1K
CI
698
CX Institutional
Indiana
$1K
LDFR
699
Lehman & Derafelo Financial Resources
Pennsylvania
$1K
TFGT
700
TS Financial Group (TSFG)
Illinois
$1K