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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 %
JFG
976
JDM Financial Group
Texas
$11.9K -$2.9K -122 -20%
PA
977
Pineridge Advisors
Missouri
$11.9K
GWSG
978
GPS Wealth Strategies Group
Colorado
$11.1K +$5.98K +252 +117%
HFS
979
Hantz Financial Services
Michigan
$11K -$1.96K -80 -15%
RA
980
Rise Advisors
New York
$9.51K
GI
981
GS Investments
Minnesota
$9.49K
AWM
982
Aberdeen Wealth Management
Illinois
$9.49K
NG
983
NWK Group
California
$9.3K
GEA
984
Glen Eagle Advisors
New Jersey
$9.24K +$4.64K +196 +101%
CMA
985
Cedar Mountain Advisors
Oregon
$9.11K
BCA
986
Bray Capital Advisors
Florida
$9.02K
SWC
987
Spectrum Wealth Counsel
Indiana
$8.92K -$57.9K -2,440 -87%
BF
988
BOK Financial
Oklahoma
$8.83K
OCM
989
Orion Capital Management
California
$8.26K
HCM
990
Horrell Capital Management
Arkansas
$8K
TCA
991
Trifecta Capital Advisors
Illinois
$7.76K
BAM
992
Bellevue Asset Management
Washington
$7.02K
AIC
993
Archer Investment Corporation
Indiana
$6.74K -$10.9K -460 -62%
TCG
994
Transcendent Capital Group
Oklahoma
$6.74K +$6.74K +284 New
BLC
995
Brown, Lisle/Cummings
Rhode Island
$6.64K
CB
996
Chris Bulman
California
$6.45K +$6.45K +272 New
HDIM
997
Hanson & Doremus Investment Management
Vermont
$6K
CPG
998
Custom Portfolio Group
Colorado
$5.9K
WT
999
Washington Trust
Rhode Island
$5.69K -$13.7K -576 -71%
CJH
1000
Christopher J. Hasenberg
Wisconsin
$5.69K