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Schwab U.S Small- Cap ETF

837 hedge funds and large institutions have $10.1B invested in Schwab U.S Small- Cap ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 371 increasing their positions, 280 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+20
Holders Change %
+2.45%
% of All Funds
14.61%
Holding in Top 10
72
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.25%
% of All Funds
1.26%
New
71
Increased
371
Reduced
280
Closed
44
Calls
$3.75M
Puts
$1.03M
Net Calls
+$2.72M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
451
Capital Investment Advisory Services
North Carolina
$801K -$429K -16,452 -35%
JAG
452
Journey Advisory Group
Kentucky
$797K -$14.2K -544 -2%
NCM
453
Northwest Capital Management
Oregon
$791K +$46.2K +1,820 +6%
VFA
454
Valeo Financial Advisors
Indiana
$790K +$26.2K +1,008 +3%
TPW
455
Tiller Private Wealth
Pennsylvania
$782K +$782K +30,020 New
FA
456
FDx Advisors
Illinois
$779K +$23.7K +908 +3%
FANJ
457
Financial Architects (New Jersey)
New Jersey
$776K +$8.65K +332 +1%
ACI
458
Alpha Cubed Investments
California
$773K +$5K +192 +0.7%
BPM
459
Bowling Portfolio Management
Ohio
$756K +$21.5K +824 +3%
GIA
460
GHP Investment Advisors
Colorado
$755K +$61.5K +2,360 +9%
OFS
461
Oldfather Financial Services
Nebraska
$751K +$19.7K +772 +3%
CAMG
462
CWA Asset Management Group
Florida
$747K
AWA
463
Acorn Wealth Advisors
Michigan
$746K -$17.4K -668 -2%
AL
464
ACAS LLC
California
$743K +$833 +32 +0.1%
BDFN
465
Bond & Devick Financial Network
Minnesota
$740K
JC
466
Jentner Corp
Ohio
$729K +$38.3K +1,472 +6%
EAM
467
Evanson Asset Management
California
$726K +$1.04K +40 +0.1%
DTC
468
Davidson Trust Company
Washington
$721K
CHJWM
469
Carlton Hofferkamp & Jenks Wealth Management
Texas
$721K +$72.9K +2,972 +11%
PNC Financial Services Group
470
PNC Financial Services Group
Pennsylvania
$719K -$10.4K -400 -1%
WCM
471
Wealthcare Capital Management
Virginia
$716K -$39.4K -1,512 -5%
SFG
472
Sunburst Financial Group
Alabama
$715K -$11.6K -444 -2%
SIC
473
Sigma Investment Counselors
Michigan
$710K -$35.5K -1,364 -5%
BJ
474
Brouwer & Janachowski
California
$707K -$56K -2,152 -7%
BIA
475
Bigelow Investment Advisors
Maine
$707K