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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.

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 %
Jones Financial Companies
51
Jones Financial Companies
Missouri
$17.8M +$822K +31,952 +5%
SFG
52
Sage Financial Group
Pennsylvania
$17.5M +$29.3K +1,138 +0.2%
CA
53
CoreCap Advisors
Michigan
$17.5M +$17.5M +678,768 New
CST
54
Charles Schwab Trust
Nevada
$17M +$1.98M +76,922 +13%
RA
55
Riversedge Advisors
Delaware
$16.8M +$274K +10,654 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$16.6M +$211K +8,178 +1%
TCM
57
TruNorth Capital Management
Michigan
$16.6M +$537K +20,846 +3%
BSB
58
Bangor Savings Bank
Maine
$16.4M -$89.8K -3,488 -0.5%
ONB
59
Old National Bancorp
Indiana
$16.2M +$2.23M +86,480 +16%
JF
60
Joule Financial
Kentucky
$15.9M +$138K +5,340 +0.9%
JIC
61
Johnson Investment Counsel
Ohio
$15.7M +$423K +16,440 +3%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$15.5M +$1.05M +40,584 +7%
ACA
63
Ascension Capital Advisors
Texas
$15.2M +$974K +37,844 +7%
BWA
64
Burt Wealth Advisors
Maryland
$15.2M -$277K -10,752 -2%
SWRP
65
Summit Wealth & Retirement Planning
California
$15.2M +$371K +14,400 +3%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$15M +$841K +32,644 +6%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$14.7M +$1.17M +45,422 +9%
PCIA
68
Prime Capital Investment Advisors
Kansas
$14.6M -$571K -22,186 -4%
MM
69
Meridian Management
Arkansas
$14.6M -$577K -22,418 -4%
OIA
70
OneDigital Investment Advisors
Kansas
$14.5M -$162K -6,292 -1%
CRC
71
Curi RMB Capital
Illinois
$13.9M -$204K -7,926 -1%
MTC
72
Matrix Trust Company
Colorado
$13.7M +$4.16M +161,560 +43%
ZRP
73
Zynergy Retirement Planning
New Jersey
$13.7M +$32K +1,244 +0.2%
CCA
74
Clearwater Capital Advisors
Illinois
$13.7M +$331K +12,836 +2%
BCMO
75
Buckingham Capital Management (Ohio)
Ohio
$13.1M -$11.1K -430 -0.1%