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Schwab U.S Small- Cap ETF

1,043 hedge funds and large institutions have $10.2B invested in Schwab U.S Small- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 386 increasing their positions, 410 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.17%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
0.83%
New
72
Increased
386
Reduced
410
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
851
Silver Oak Securities
Tennessee
$171K +$4.13K +174 +2%
ECM
852
Elgethun Capital Management
South Dakota
$170K +$4.94K +208 +3%
PCM
853
Palouse Capital Management
Washington
$168K +$3.61K +152 +2%
GIP
854
Granite Investment Partners
California
$166K +$11.9K +500 +8%
SPIA
855
Steward Partners Investment Advisory
New York
$163K +$22.1K +930 +16%
BFPW
856
BOK Financial Private Wealth
Colorado
$158K -$667 -28 -0.4%
BL
857
BFSG LLC
California
$157K -$3.08K -130 -2%
PB
858
Pinnacle Bancorp
Nebraska
$147K
LWANC
859
Laurel Wealth Advisors (North Carolina)
North Carolina
$146K -$4.75K -200 -3%
AWM
860
Aspire Wealth Management
Massachusetts
$144K -$368K -15,490 -72%
FPF
861
First Pacific Financial
Washington
$129K -$3.7K -156 -3%
TAM
862
Tucker Asset Management
Colorado
$123K +$3.99K +168 +3%
KFI
863
Key Financial Inc
Pennsylvania
$118K
HGERS
864
Householder Group Estate & Retirement Specialist
Arizona
$113K
PMFA
865
Plante Moran Financial Advisors
Michigan
$113K +$63.3K +2,666 +128%
SAM
866
Smartleaf Asset Management
Massachusetts
$108K -$133K -5,620 -55%
FMII
867
Farmers & Merchants Investments Inc
Nebraska
$107K +$5.17K +218 +5%
AA
868
Ancora Advisors
Ohio
$106K -$52.2K -2,200 -33%
SMA
869
Sage Mountain Advisors
Georgia
$104K
TIM
870
Thompson Investment Management
Wisconsin
$99.6K +$99.6K +4,200 New
CTC
871
Central Trust Company
Missouri
$99.5K +$18.8K +794 +23%
BTI
872
Blue Trust Inc
Georgia
$98.9K +$197 +8 +0.2%
HIA
873
Harbor Investment Advisory
Maryland
$98.7K
CIAS
874
Capital Investment Advisory Services
North Carolina
$98.5K
ATPW
875
Ashton Thomas Private Wealth
Arizona
$97.9K +$97.9K +4,126 New