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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 %
CWA
676
Centennial Wealth Advisory
Michigan
$210K +$210K +8,056 New
PCM
677
Palouse Capital Management
Washington
$207K +$207K +7,948 New
LW
678
Linscomb Wealth
Texas
$206K +$206K +7,900 New
BWA
679
BDO Wealth Advisors
Florida
$204K
BWL
680
Beacon Wealthcare LLC
North Carolina
$204K +$204K +7,824 New
MSR
681
Main Street Research
Connecticut
$203K -$55.3K -2,124 -21%
SAM
682
SignalPoint Asset Management
Missouri
$203K +$203K +7,796 New
SFG
683
SevenBridge Financial Group
Pennsylvania
$201K +$201K +7,724 New
CC
684
Claybrook Capital
Massachusetts
$201K +$201K +7,724 New
RPCA
685
Running Point Capital Advisors
California
$187K +$313 +12 +0.2%
SSB
686
Sandy Spring Bank
Maryland
$186K +$10.3K +396 +6%
ICM
687
Islay Capital Management
Texas
$181K -$11.1K -428 -6%
NSIM
688
North Star Investment Management
Illinois
$174K
FMII
689
Farmers & Merchants Investments Inc
Nebraska
$167K
OFG
690
Oxford Financial Group
Indiana
$156K +$49K +1,884 +46%
LWA
691
Lenox Wealth Advisors
New York
$153K -$9.37K -360 -6%
Deutsche Bank
692
Deutsche Bank
Germany
$148K -$78.9K -3,012 -35%
CWC
693
Carolinas Wealth Consulting
North Carolina
$139K +$104 +4 +0.1%
BCM
694
Blume Capital Management
California
$128K +$75.1K +2,888 +142%
JPMorgan Chase & Co
695
JPMorgan Chase & Co
New York
$127K +$14.2K +544 +13%
CDIA
696
Capital Directions Investment Advisors
Georgia
$124K +$124K +4,744 New
ACA
697
Aptus Capital Advisors
Alabama
$119K
OIA
698
Optimum Investment Advisors
Illinois
$116K +$4.39K +168 +4%
Citigroup
699
Citigroup
New York
$115K +$34.6K +1,332 +43%
GWM
700
Geneos Wealth Management
Colorado
$113K -$61K -2,364 -35%