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Schwab U.S Small- Cap ETF

1,061 hedge funds and large institutions have $6.46B invested in Schwab U.S Small- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 442 increasing their positions, 367 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+18
Holders Change %
+1.73%
% of All Funds
15.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.84%
New
88
Increased
442
Reduced
367
Closed
59
Calls
$2.76M
Puts
$294K
Net Calls
+$2.47M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
WOSD
976
WFA of San Diego
California
$20.6K +$103 +4 +0.5%
ACA
977
American Capital Advisory
Idaho
$20.6K -$3.19K -124 -13%
AP
978
Aspect Partners
Virginia
$20.5K
GFPC
979
Global Financial Private Client
Florida
$20.5K
TFGT
980
TS Financial Group (TSFG)
Illinois
$20K
AIC
981
Archer Investment Corporation
Indiana
$18.7K +$11.3K +440 +155%
BlackRock
982
BlackRock
New York
$18K +$2.83K +110 +19%
PSB
983
Piscataqua Savings Bank
New Hampshire
$17.7K
MCA
984
Maryland Capital Advisors
Maryland
$16.8K
DI
985
DAGCO Inc
Ohio
$16.5K
SWA
986
SOA Wealth Advisors
New York
$16.5K -$773 -30 -4%
FCAS
987
First Command Advisory Services
Texas
$16.1K -$13.2K -514 -45%
FFC
988
First Financial Corp
Indiana
$15.3K -$22.5K -874 -59%
KWAG
989
Kiely Wealth Advisory Group
North Carolina
$14.5K +$7.24K +524 +100%
GI
990
GAMMA Investing
California
$13.7K +$11.8K +456 +600%
ATC
991
Adirondack Trust Company
New York
$13.5K
JFG
992
JDM Financial Group
Texas
$12.9K
JFA
993
JNBA Financial Advisors
Minnesota
$12.9K +$12.9K +500 New
UCI
994
Uncommon Cents Investing
Wisconsin
$12.7K +$12.7K +492 New
DF
995
DecisionPoint Financial
Arizona
$12.4K
GWSG
996
GPS Wealth Strategies Group
Colorado
$12.1K +$51 +2 +0.4%
HFS
997
Hantz Financial Services
Michigan
$12K
GEA
998
Glen Eagle Advisors
New Jersey
$11.9K +$1.91K +74 +19%
FPFS
999
First Personal Financial Services
North Carolina
$11.7K +$11.7K +456 New
FAM
1000
Flaharty Asset Management
Florida
$11.5K +$11.5K +448 New