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Schwab U.S Small- Cap ETF

1,061 hedge funds and large institutions have $6.46B invested in Schwab U.S Small- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 442 increasing their positions, 367 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+18
Holders Change %
+1.73%
% of All Funds
15.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.84%
New
88
Increased
442
Reduced
367
Closed
59
Calls
$2.76M
Puts
$294K
Net Calls
+$2.47M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
226
Campbell Wealth Management
Virginia
$3.59M +$3.59M +139,382 New
RWP
227
RWA Wealth Partners
Massachusetts
$3.55M -$53.1K -2,064 -1%
DFA
228
DHJJ Financial Advisors
Illinois
$3.5M +$23.7K +920 +0.7%
LCM
229
Leisure Capital Management
California
$3.5M +$81.7K +3,174 +2%
CB
230
Community Bank
New York
$3.49M -$106K -4,102 -3%
NB
231
NBT Bank
New York
$3.46M -$182K -7,084 -5%
NA
232
NewEdge Advisors
Louisiana
$3.46M +$917K +35,608 +36%
DWM
233
Destination Wealth Management
California
$3.45M -$74.1K -2,878 -2%
CIP
234
Capital Insight Partners
Arizona
$3.44M -$57.4K -2,228 -2%
WA
235
Wealth Architects
California
$3.43M +$2.99K +116 +0.1%
OF
236
Outfitter Financial
Maine
$3.43M -$28.3K -1,100 -0.8%
CNFG
237
Creegan & Nassoura Financial Group
New Hampshire
$3.42M -$618 -24 -0%
CHA
238
Carmichael Hill & Associates
Maryland
$3.38M +$36K +1,398 +1%
PWM
239
Perigon Wealth Management
California
$3.37M -$39.6K -1,538 -1%
SFG
240
Sunburst Financial Group
Alabama
$3.35M -$42.6K -1,656 -1%
PFA
241
Petra Financial Advisors
Colorado
$3.32M +$91.5K +3,552 +3%
EFP
242
Elser Financial Planning
Indiana
$3.29M +$53.3K +2,068 +2%
KHC
243
Koesten Hirschmann & Crabtree
Kansas
$3.28M -$275K -10,676 -8%
Wealthfront Advisers
244
Wealthfront Advisers
California
$3.26M +$571K +22,166 +21%
William Blair & Company
245
William Blair & Company
Illinois
$3.24M +$619K +24,038 +24%
Lido Advisors
246
Lido Advisors
California
$3.24M -$305K -11,828 -9%
VAF
247
Values Added Financial
District of Columbia
$3.21M +$971K +37,702 +43%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$3.19M +$55.5K +2,156 +2%
CCWA
249
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.18M +$128K +4,974 +4%
NCM
250
Next Capital Management
New York
$3.16M +$70.6K +2,740 +2%