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Schwab U.S Small- Cap ETF

1,062 hedge funds and large institutions have $6.47B 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, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+18
Holders Change %
+1.72%
% of All Funds
15.36%
Holding in Top 10
59
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.72%
% of All Funds
0.85%
New
88
Increased
442
Reduced
368
Closed
59
Calls
$2.76M
Puts
$294K
Net Calls
+$2.47M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
651
Parkside Financial Bank & Trust
Missouri
$465K +$26.3K +1,022 +6%
FA
652
Forefront Analytics
Pennsylvania
$464K +$3.14K +122 +0.7%
CICC
653
Capital Investment Counsel (Colorado)
Colorado
$461K -$9.22M -358,228 -95%
Kovitz Investment Group Partners
654
Kovitz Investment Group Partners
Illinois
$460K +$158K +7,618 +52%
TP
655
Tranquility Partners
Tennessee
$458K
FAG
656
Fortitude Advisory Group
Washington
$455K +$14K +544 +3%
WAM
657
Worth Asset Management
Texas
$450K +$450K +17,458 New
HIP
658
HUB Investment Partners
Texas
$449K +$74.9K +2,910 +20%
TWA
659
Trellis Wealth Advisors
California
$448K
EI
660
Ellevest Inc
New York
$446K -$25.7K -998 -5%
EK
661
Evensky & Katz
Florida
$446K +$2.73K +106 +0.6%
JLBC
662
J.L. Bainbridge & Co
Florida
$446K +$189K +7,342 +74%
CAM
663
Carret Asset Management
New York
$444K
AFG
664
Argent Financial Group
Louisiana
$443K +$443K +17,200 New
FCH
665
Freestone Capital Holdings
Washington
$442K +$17.4K +676 +4%
PHIC
666
Pine Haven Investment Counsel
Massachusetts
$439K
RIM
667
Rockbridge Investment Management
New York
$439K +$52 +2 +0%
HTC
668
Haverford Trust Company
Pennsylvania
$438K
RA
669
Ruggaard & Associates
Ohio
$437K -$3.61K -140 -0.8%
PRI
670
Prepared Retirement Institute
Pennsylvania
$437K +$35.5K +1,378 +9%
RWIA
671
Roger Wittlin Investment Advisory
California
$435K -$194K -7,548 -31%
MIA
672
MeadowBrook Investment Advisors
Michigan
$435K +$6.7K +260 +2%
MA
673
MJP Associates
Connecticut
$433K +$2.94K +114 +0.7%
PS
674
Principal Securities
Iowa
$433K +$23.4K +908 +6%
CCG
675
Chatham Capital Group
Georgia
$429K