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Schwab U.S Small- Cap ETF

836 hedge funds and large institutions have $10B invested in Schwab U.S Small- Cap ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 373 increasing their positions, 268 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
14.68%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.3%
New
59
Increased
373
Reduced
268
Closed
48
Calls
$3.37M
Puts
$2.34M
Net Calls
+$1.03M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
801
McIlrath & Eck
Washington
$9K
NFSG
802
Newbridge Financial Services Group
Florida
$9K +$9K +360 New
LWP
803
Lumature Wealth Partners
Georgia
$8K
ODG
804
O'Dell Group
Ohio
$8K +$8K +312 New
JCM
805
Jacobi Capital Management
Pennsylvania
$7K
BAM
806
Bellevue Asset Management
Washington
$7K
GWS
807
Glassman Wealth Services
Virginia
$7K +$1.5K +60 +27%
EWM
808
EPG Wealth Management
Georgia
$7K +$7K +292 New
ACA
809
Atlas Capital Advisors
Wyoming
$6.61K
WT
810
Washington Trust
Rhode Island
$6K
FA
811
Financial Advantage
Maryland
$6K
GIA
812
Goodwin Investment Advisory
Georgia
$5K
VCM
813
Versant Capital Management
Arizona
$5K +$5K +216 New
FP
814
Financial Perspectives
Minnesota
$4.91K
HCP
815
Hexagon Capital Partners
Arkansas
$4K
AssetMark Inc
816
AssetMark Inc
California
$4K +$4K +148 New
FFA
817
Founders Financial Alliance
North Carolina
$3K
HNB
818
Huntington National Bank
Ohio
$3K -$16K
MSFP
819
Mark Sheptoff Financial Planning
Connecticut
$3K
CPWM
820
Cypress Point Wealth Management
Texas
$3K +$3K +100 New
RA
821
Resolute Advisors
California
$2K -$8.1K -340 -80%
FWM
822
Focused Wealth Management
New York
$2K -$1.91K -80 -49%
OAJ
823
Ogorek Anthony Joseph
New York
$2K
1IA
824
1834 Investment Advisors
Wisconsin
$2K
TFM
825
TFC Financial Management
Massachusetts
$1K