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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 %
SC
701
Stratford Consulting
Texas
$1K +$1K +60 New
GEA
702
Glen Eagle Advisors
New Jersey
$983
KFS
703
Kelly Financial Services
Massachusetts
$229
SHWM
704
Silicon Hills Wealth Management
Texas
$47 +$47 +4 New
UBS AM
705
UBS AM
Illinois
-$1.73M -99,448 Closed
BIA
706
BHK Investment Advisors
Alabama
-$1.68M -96,476 Closed
TF
707
Trek Financial
Arizona
-$860K -49,332 Closed
Renaissance Technologies
708
Renaissance Technologies
New York
-$669K -38,400 Closed
MG
709
Mather Group
Illinois
-$527K -30,248 Closed
SBA
710
Secrest Blakey & Associates
North Carolina
-$302K -17,320 Closed
JCM
711
Jacobsen Capital Management
Utah
-$256K -14,716 Closed
SPC
712
Sigma Planning Corp
Michigan
-$252K -14,444 Closed
WCWM
713
Willow Creek Wealth Management
California
-$250K -14,356 Closed
SAM
714
Sawgrass Asset Management
Florida
-$234K -13,404 Closed
HB
715
Homrich & Berg
Georgia
-$222K -12,736 Closed
SP
716
Successful Portfolios
Florida
-$203K -11,628 Closed
APSP
717
Asset Planning Services (Pennsylvania)
Pennsylvania
-$130K -7,476 Closed
SWP
718
Strategic Wealth Partners
Ohio
-$36 -2,148 Closed
BL
719
Balentine LLC
Georgia
-$19K -1,076 Closed
RFWA
720
RPg Family Wealth Advisory
Massachusetts
-$16.8K -964 Closed
TAIM
721
TD Ameritrade Investment Management
Nebraska
-$16K -940 Closed
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
-$8K -464 Closed
HIIFS
723
Harel Insurance Investments & Financial Services
Israel
-$4K -240 Closed
WEC
724
Winslow Evans & Crocker
Massachusetts
-$4K -160 Closed
CTC
725
Central Trust Company
Missouri
-$3K -160 Closed