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Schwab U.S Small- Cap ETF

879 hedge funds and large institutions have $7.75B invested in Schwab U.S Small- Cap ETF in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 376 increasing their positions, 329 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-59
Holders Change %
-6.29%
% of All Funds
14.86%
Holding in Top 10
66
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.38%
% of All Funds
1.12%
New
61
Increased
376
Reduced
329
Closed
108
Calls
$2.32M
Puts
$331K
Net Calls
+$1.99M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Shares
Change %
M
751
MOTCO
Texas
$43K
EI
752
Ellevest Inc
New York
$42K +$17.1K +882 +69%
CFGS
753
Concourse Financial Group Securities
Alabama
$41K -$45.3K -2,304 -52%
FHA
754
First Horizon Advisors
Tennessee
$41K +$24.9K +1,280 +155%
RG
755
Retirement Group
California
$40K -$193K -9,852 -83%
BCM
756
Blume Capital Management
California
$40K
TFS
757
TrustCore Financial Services
Tennessee
$39K +$17.1K +880 +78%
TCWA
758
Ten Capital Wealth Advisors
Washington
$37K
SWM
759
Sugarloaf Wealth Management
Georgia
$36K
CCM
760
Covington Capital Management
California
$34K -$8.75K -452 -20%
Fifth Third Bancorp
761
Fifth Third Bancorp
Ohio
$33K -$5.54K -280 -14%
SPIA
762
Steward Partners Investment Advisory
New York
$33K +$9.77K +508 +42%
UIA
763
Ulland Investment Advisors
Minnesota
$31K -$183K -9,440 -86%
FCA
764
FinTrust Capital Advisors
South Carolina
$31K -$34K -1,674 -52%
OSAM
765
O'Shaughnessy Asset Management
Connecticut
$29K -$27.3K -1,412 -48%
FCMT
766
Founders Capital Management (Texas)
Texas
$29K +$29K +1,512 New
HF
767
Halpern Financial
Virginia
$27.1K
WFA
768
WestHill Financial Advisors
California
$26K
RE
769
RBC Europe
United Kingdom
$26K
Citigroup
770
Citigroup
New York
$25K -$39K -2,042 -61%
KTC
771
Kistler-Tiffany Companies
Pennsylvania
$25K -$397 -20 -2%
TFGT
772
TS Financial Group (TSFG)
Illinois
$25K +$24.4K +1,236 +3,863%
MHR
773
Matthew Hamilton Rosenberg
$24K +$4.85K +246 +25%
AFG
774
Albion Financial Group
Utah
$23K
CPFP
775
Clear Perspectives Financial Planning
Ohio
$23K