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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 %
Mariner
76
Mariner
Kansas
$6.25M +$2.16M +113,276 +53%
FI
77
FormulaFolio Investments
Michigan
$6.14M +$298K +15,660 +5%
FF
78
Friedenthal Financial
New Jersey
$6.09M +$646K +33,912 +12%
IWMA
79
Ironwood Wealth Management (Arizona)
Arizona
$6.09M +$793K +41,632 +15%
PFM
80
Parsec Financial Management
North Carolina
$5.96M +$69.9K +3,672 +1%
IA
81
IFP Advisors
Florida
$5.88M +$980K +51,464 +20%
SFG
82
Sage Financial Group
Pennsylvania
$5.82M -$305K -16,036 -5%
MFT
83
Moisand Fitzgerald Tamayo
Florida
$5.79M -$410K -21,524 -7%
PPA
84
Parametric Portfolio Associates
Washington
$5.78M +$2.74K +144 +0%
FSA
85
Financial Services Advisory
Maryland
$5.72M -$5.64M -296,148 -50%
PCM
86
Peak Capital Management
Colorado
$5.68M +$226K +13,040 +4%
ACG
87
Allen Capital Group
Nebraska
$5.65M -$356K -18,688 -6%
Creative Planning
88
Creative Planning
Kansas
$5.6M -$603K -31,652 -10%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$5.59M +$1.86M +97,912 +50%
MAS
90
Madden Advisory Services
Florida
$5.56M -$4.2M -220,792 -43%
QAM
91
QCI Asset Management
New York
$5.47M -$15.8M -828,820 -74%
ML
92
McAdam LLC
Pennsylvania
$5.47M +$183K +9,832 +3%
AWMG
93
Alliance Wealth Management Group
New Jersey
$5.33M +$365K +19,152 +7%
TCM
94
Towercrest Capital Management
Pennsylvania
$5.33M +$365K +19,152 +7%
VNA
95
Valley National Advisers
Pennsylvania
$5.21M +$496K +26,048 +11%
ECM
96
Exchange Capital Management
Michigan
$5.11M +$115K +6,036 +2%
HSA
97
HBK Sorce Advisory
Pennsylvania
$5.09M -$321K -16,876 -6%
AWM
98
Avior Wealth Management
Nebraska
$5.01M -$318K -16,680 -6%
SWA
99
Sutton Wealth Advisors
Florida
$4.91M +$272K +14,268 +6%
SIA
100
Starfire Investment Advisers
Michigan
$4.77M +$55.6K +2,920 +1%