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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 %
SWM
726
Selective Wealth Management
Virginia
$71K -$7.34K -280 -9%
PB
727
Pinnacle Bancorp
Nebraska
$70K
Fifth Third Bancorp
728
Fifth Third Bancorp
Ohio
$66K +$27.8K +1,068 +73%
FA
729
Fortis Advisors
Pennsylvania
$65K +$31.9K +1,232 +96%
TCWA
730
Ten Capital Wealth Advisors
Washington
$65K +$42.4K +1,640 +188%
PO
731
Private Ocean
California
$60K -$2.94K -112 -5%
TWA
732
TCI Wealth Advisors
Arizona
$59K -$22.3K -860 -27%
SQA
733
Simon Quick Advisors
New Jersey
$59K +$206 +8 +0.4%
M
734
MOTCO
Texas
$58K +$58K +2,212 New
TFS
735
TrustCore Financial Services
Tennessee
$54K -$23.3K -896 -30%
PK
736
Pflug Koory
Nebraska
$54K
BCA
737
Berman Capital Advisors
Georgia
$53K +$104 +4 +0.2%
GT
738
Glenmede Trust
Pennsylvania
$51K -$8.57K -332 -14%
EVM
739
Eaton Vance Management
Massachusetts
$51K
PMFA
740
Plante Moran Financial Advisors
Michigan
$49K -$10.2K -396 -17%
SWM
741
Sugarloaf Wealth Management
Georgia
$48K +$517 +20 +1%
CFA
742
Carroll Financial Associates
North Carolina
$46K
CCM
743
Covington Capital Management
California
$46K +$32.4K +1,236 +238%
OSAM
744
O'Shaughnessy Asset Management
Connecticut
$42K +$35.5K +1,360 +548%
PFA
745
Professional Financial Advisors
Nebraska
$42K +$40.2K +1,536 +2,259%
AA
746
Ancora Advisors
Ohio
$41K
TCOV
747
Trust Company of Vermont
Vermont
$40K
CAAS
748
Capital Asset Advisory Services
Michigan
$40K +$104 +4 +0.3%
AAP
749
Arax Advisory Partners
Colorado
$37K +$37K +1,436 New
DI
750
Disciplined Investments
Oklahoma
$36K