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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 %
HNB
926
Huntington National Bank
Ohio
$36K -$41K
RI
927
Ridgewood Investments
New Jersey
$35.5K +$35.5K +1,496 New
FFC
928
First Financial Corp
Indiana
$34.9K +$34.9K +1,470 New
CFGS
929
Concourse Financial Group Securities
Alabama
$34.8K -$48.7K -2,042 -58%
PP
930
PDS Planning
Ohio
$32K -$1.38K -58 -4%
SC
931
SouthState Corp
Florida
$30.8K +$30.8K +1,300 New
CP
932
Castleview Partners
Texas
$29.9K -$35.6K -1,502 -54%
AEPWM
933
Atlantic Edge Private Wealth Management
Florida
$29.2K +$47 +2 +0.2%
FAM
934
Family Asset Management
South Carolina
$29K -$8.54K -360 -23%
CSWM
935
Cassady Schiller Wealth Management
Ohio
$28K -$16.1K -680 -37%
OA
936
Operose Advisors
Wisconsin
$25.9K
MWM
937
Mascoma Wealth Management
New Hampshire
$25.7K
IAIM
938
International Assets Investment Management
Florida
$25.7K +$25.7K +1,084 New
FCA
939
FinTrust Capital Advisors
South Carolina
$25.4K
HPIA
940
Hamilton Point Investment Advisors
North Carolina
$25.3K
Barclays
941
Barclays
United Kingdom
$25K
PP
942
Pacifica Partners
Canada
$24.3K +$24.3K +1,028 New
Fifth Third Bancorp
943
Fifth Third Bancorp
Ohio
$23.8K -$9.02K -380 -27%
MRCM
944
M&R Capital Management
New Jersey
$23.7K
MSG
945
Main Street Group
Virginia
$23.3K
MFA
946
McClarren Financial Advisors
Pennsylvania
$23K -$45.2K -558 -66%
TCM
947
TD Capital Management
Tennessee
$22.6K
ACA
948
American Capital Advisory
Idaho
$21.8K
IHWM
949
Iron Horse Wealth Management
Iowa
$21.6K +$9.73K +410 +82%
HF
950
Halpern Financial
Virginia
$21.4K