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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.

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 %
TPW
51
Tiller Private Wealth
Pennsylvania
$9.71M -$378K -19,852 -4%
AIP
52
Almanack Investment Partners
Pennsylvania
$9.63M +$2.19M +123,352 +29%
AG
53
Appleton Group
Wisconsin
$9.23M +$233K +12,248 +3%
NIC
54
Northwest Investment Counselors
Oregon
$9.11M +$167K +8,748 +2%
SFS
55
Summit Financial Strategies
Ohio
$9.11M +$198K +10,400 +2%
CHA
56
Cooper/Haims Advisors
New York
$8.92M -$1.98M -104,064 -18%
BTS
57
BB&T Securities
Virginia
$8.67M -$612K -32,136 -7%
MM
58
Meridian Management
Arkansas
$8.65M +$470K +24,668 +6%
Wells Fargo
59
Wells Fargo
California
$8.57M +$976K +51,272 +13%
BCMO
60
Buckingham Capital Management (Ohio)
Ohio
$8.49M +$1.08M +56,628 +15%
ADL
61
Asset Dedication LLC
California
$8.26M -$597K -31,340 -7%
SJIM
62
St. Johns Investment Management
Florida
$7.77M +$77.8K +4,084 +1%
NSAM
63
North Star Asset Management
Wisconsin
$7.67M +$287K +15,092 +4%
WCWM
64
Wooster Corthell Wealth Management
Connecticut
$7.62M -$243K -12,768 -3%
AI
65
Atria Investments
North Carolina
$7.62M +$6.6M +346,704 +652%
UWM
66
USAdvisors Wealth Management
Minnesota
$7.44M +$685K +35,952 +10%
FAAS
67
First Allied Advisory Services
California
$7.41M -$3.92M -206,176 -35%
NDSI
68
Newman Dignan & Sheerar Inc
Rhode Island
$7.3M +$48.7K +2,652 +0.7%
CFMC
69
Curbstone Financial Management Corp
New Hampshire
$6.86M +$75.7K +3,976 +1%
PRS
70
Pinkerton Retirement Specialists
Idaho
$6.6M +$6.6M +346,808 New
BSB
71
Bangor Savings Bank
Maine
$6.59M +$632K +33,176 +11%
AF
72
Advisornet Financial
Minnesota
$6.49M -$665K -34,912 -9%
AFS
73
Access Financial Services
Minnesota
$6.44M +$1.43M +75,344 +29%
CM
74
Columbus Macro
Pennsylvania
$6.43M -$3.83M -201,112 -37%
MWM
75
MinichMacGregor Wealth Management
New York
$6.29M +$4.25M +226,012 +209%