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Schwab U.S Small- Cap ETF

817 hedge funds and large institutions have $9.38B invested in Schwab U.S Small- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 306 increasing their positions, 287 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+70
Holders Change %
+9.37%
% of All Funds
14.39%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
1.46%
New
122
Increased
306
Reduced
287
Closed
43
Calls
$1.86M
Puts
$1.06M
Net Calls
+$802K
Net Calls Change
+$511K
Name Holding Trade Value Shares
Change
Shares
Change %
GB
551
Goepper Burkhardt
South Carolina
$408K -$59.8K -2,400 -13%
CA
552
Calton & Associates
Florida
$405K -$66.9K -2,684 -14%
HI
553
Human Investing
Oregon
$405K -$26.4K -1,060 -6%
TWM
554
Triton Wealth Management
Arizona
$402K -$5.76K -228 -1%
CAM
555
Carret Asset Management
New York
$402K
MA
556
MJP Associates
Connecticut
$399K -$797 -32 -0.2%
WCM
557
Weik Capital Management
Pennsylvania
$399K +$399K +16,000 New
PAS
558
Park Avenue Securities
New York
$399K +$399K +16,028 New
WIC
559
Whitegate Investment Counselors
New Hampshire
$397K -$40.4K -1,620 -9%
Northern Trust
560
Northern Trust
Illinois
$397K +$100K +4,028 +34%
WIA
561
World Investment Advisors
California
$392K +$91.9K +3,740 +31%
FM
562
Foster & Motley
Ohio
$390K -$19K -764 -5%
JCM
563
Jacobsen Capital Management
Utah
$390K +$107K +4,308 +38%
PG
564
Proffitt & Goodson
Tennessee
$385K
PP
565
Palladium Partners
Virginia
$384K +$71.9K +2,888 +23%
G
566
Gainplan
Michigan
$381K -$37.3K -1,504 -9%
FNBOMD
567
First National Bank of Mount Dora
Florida
$379K +$79.8K +3,200 +27%
FRA
568
Front Row Advisors
California
$375K -$16.5K -660 -4%
AIM
569
Acropolis Investment Management
Missouri
$373K
FC
570
Fusion Capital
South Carolina
$372K -$9.88K -396 -3%
SFG
571
Sovereign Financial Group
Connecticut
$372K +$44.2K +1,772 +13%
AWM
572
Apollon Wealth Management
South Carolina
$371K +$135K +5,412 +57%
CFD
573
Creative Financial Designs
Indiana
$370K +$370K +14,856 New
SG
574
Somerset Group
Minnesota
$366K
F
575
F3Logic
Minnesota
$366K