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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.

New
Increased
Maintained
Reduced
Closed
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 %
RRC
101
Relaxing Retirement Coach
Massachusetts
$4.7M -$144K -7,588 -3%
SWP
102
Stratos Wealth Partners
Ohio
$4.58M -$5.48K -288 -0.1%
FHB
103
First Hawaiian Bank
Hawaii
$4.48M +$4.48M +235,012 New
BAM
104
Berkshire Asset Management
Pennsylvania
$4.47M -$705K -37,036 -14%
OIA
105
OneDigital Investment Advisors
Kansas
$4.43M +$387K +20,324 +10%
FIM
106
Frontier Investment Management
Texas
$4.42M +$269K +14,140 +6%
PAG
107
Pinnacle Advisory Group
Maryland
$4.39M +$76K +3,988 +2%
PA
108
Planning Alternatives
Michigan
$4.38M -$5.41K -284 -0.1%
CWM
109
Confluence Wealth Management
Oregon
$4.38M +$409K +21,472 +10%
LF
110
Lee Financial
Texas
$4.36M +$227K +11,920 +5%
SFA
111
Sequoia Financial Advisors
Ohio
$4.3M +$19.8K +1,040 +0.5%
OCM
112
One Capital Management
California
$4.3M +$128K +6,728 +3%
CMP
113
Courage Miller Partners
Virginia
$4.09M -$8.07K -424 -0.2%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$3.87M +$448K +23,552 +13%
SHA
115
Seneca House Advisors
Virginia
$3.86M +$559K +29,336 +17%
WC
116
Whitnell & Co
Illinois
$3.85M -$58.4K -3,064 -1%
MWA
117
Martel Wealth Advisors
Washington
$3.79M +$3.79M +198,912 New
ACM
118
Avalon Capital Management
California
$3.75M -$4.13M -216,836 -52%
SWM
119
SeaCrest Wealth Management
New York
$3.65M +$444K +23,320 +14%
NF
120
Nikulski Financial
Iowa
$3.58M +$289K +16,988 +9%
MA
121
MUFG Americas
New York
$3.57M +$264K +13,884 +8%
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$3.54M +$789K +41,432 +29%
DP
123
Denver PWM
Colorado
$3.52M +$3.52M +204,168 New
AP
124
Appleton Partners
Massachusetts
$3.46M +$368K +19,328 +12%
WP
125
WealthSource Partners
California
$3.46M +$622K +32,652 +22%