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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 %
MAM
751
Meeder Asset Management
Ohio
$35K +$11.5K +448 +49%
KTC
752
Kistler-Tiffany Companies
Pennsylvania
$33K
AFG
753
Albion Financial Group
Utah
$33K +$33K +1,248 New
CIA
754
Choate Investment Advisors
Massachusetts
$33K +$33K +1,260 New
SPIA
755
Steward Partners Investment Advisory
New York
$30K -$61.7K -2,368 -67%
POIA
756
Pin Oak Investment Advisors
Texas
$30K
WC
757
Westwind Capital
New Mexico
$30K
SFPG
758
Stonebridge Financial Planning Group
Florida
$28K
MAM
759
McCarthy Asset Management
California
$27K +$105 +4 +0.4%
VRM
760
Vectors Research Management
New York
$26K
FF
761
FourThought Financial
Florida
$26K
H
762
HoyleCohen
California
$25.6K +$3.49K +133,896 +16%
CIA
763
Cascade Investment Advisors
Oregon
$24K
HPC
764
HM Payson & Co
Maine
$23K -$15.5K -584 -40%
GIP
765
Granite Investment Partners
California
$23K
Franklin Resources
766
Franklin Resources
California
$22K
GG
767
Gleason Group
Kentucky
$22K +$102 +4 +0.5%
RP
768
Rice Partnership
Hawaii
$22K +$22K +840 New
BWM
769
Baystate Wealth Management
Massachusetts
$21K
EPM
770
Elm Partners Management
Pennsylvania
$21K
IA
771
IAM Advisory
Pennsylvania
$21K +$21K +820 New
GCA
772
Genesee Capital Advisors
New York
$21K +$21K +820 New
HFS
773
Hantz Financial Services
Michigan
$20K +$3.07K +116 +18%
SCA
774
Stonebridge Capital Advisors
Minnesota
$20K +$10K +400 +100%
MA
775
MCF Advisors
Kentucky
$19K