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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 %
FPS
801
Fieldpoint Private Securities
Connecticut
$10K
WWM
802
Wagner Wealth Management
South Carolina
$10K +$101 +4 +1%
KFI
803
Key Financial Inc
Pennsylvania
$10K +$10K +396 New
HCM
804
Horrell Capital Management
Arkansas
$9K
GI
805
Gradient Investments
Minnesota
$9K
ME
806
McIlrath & Eck
Washington
$9K
CFG
807
CKW Financial Group
Hawaii
$9K +$9K +352 New
CCP
808
Clarkston Capital Partners
Michigan
$8K
BAM
809
Bellevue Asset Management
Washington
$8K
LWP
810
Lumature Wealth Partners
Georgia
$8K +$8K +324 New
JCM
811
Jacobi Capital Management
Pennsylvania
$7K
ACA
812
Atlas Capital Advisors
Wyoming
$6.88K +$2.71K +104 +65%
FA
813
Financial Advantage
Maryland
$6K
GWS
814
Glassman Wealth Services
Virginia
$6K
WT
815
Washington Trust
Rhode Island
$6K +$6K +240 New
FP
816
Financial Perspectives
Minnesota
$5.11K -$504K -19,340 -99%
HF
817
Halpern Financial
Virginia
$5K
GIA
818
Goodwin Investment Advisory
Georgia
$5K +$5K +184 New
DAM
819
Delta Asset Management
Tennessee
$5K +$5K +188 New
FWM
820
Focused Wealth Management
New York
$4K
AC
821
AlphaCore Capital
California
$4K
HCP
822
Hexagon Capital Partners
Arkansas
$4K +$4K +156 New
WIA
823
Wealthstreet Investment Advisors
Texas
$3K -$924K -30,800 -100%
MSFP
824
Mark Sheptoff Financial Planning
Connecticut
$3K
FFA
825
Founders Financial Alliance
North Carolina
$3K +$1.4K +56 +88%