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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 %
OP
951
ORG Partners
Indiana
$20.8K +$20.8K +884 New
Franklin Resources
952
Franklin Resources
California
$19.9K
GI
953
Gradient Investments
Minnesota
$19K -$11.1K -468 -37%
TFGT
954
TS Financial Group (TSFG)
Illinois
$19K
WWM
955
Wagner Wealth Management
South Carolina
$18.9K +$2.18K +92 +13%
AP
956
Aspect Partners
Virginia
$18.9K
GFPC
957
Global Financial Private Client
Florida
$18.9K
WOSD
958
WFA of San Diego
California
$18.9K +$18.9K +796 New
WIM
959
Westside Investment Management
California
$18.6K +$9.3K +392 +100%
AA
960
AlphaMark Advisors
Kentucky
$17K +$17K +728 New
FCAS
961
First Command Advisory Services
Texas
$17K +$1.08K +72 +7%
RIL
962
Rothschild Investment LLC
Illinois
$16.6K +$12.3K +520 +289%
PSB
963
Piscataqua Savings Bank
New Hampshire
$16.3K
SWA
964
SOA Wealth Advisors
New York
$15.9K -$11.9K -500 -43%
MCA
965
Maryland Capital Advisors
Maryland
$15.5K
DI
966
DAGCO Inc
Ohio
$15.2K
DWM
967
Dogwood Wealth Management
Kansas
$14.2K +$14.2K +600 New
HBW
968
Hazlett, Burt & Watson
West Virginia
$14K -$1.45K -62 -9%
BlackRock
969
BlackRock
New York
$14K +$5.65K +238 +68%
SFC
970
SYM Financial Corp
Indiana
$13K -$74.7K -3,150 -85%
KWAG
971
Kiely Wealth Advisory Group
North Carolina
$12.6K
ATC
972
Adirondack Trust Company
New York
$12.4K
DF
973
DecisionPoint Financial
Arizona
$12.3K
TSWM
974
Tyler-Stone Wealth Management
Ohio
$12.1K
IGWM
975
ICA Group Wealth Management
Colorado
$11.9K +$2.38K +100 +25%