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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 %
Franklin Resources
1001
Franklin Resources
California
$10.9K
RA
1002
Rise Advisors
New York
$10.4K +$103 +4 +1%
PA
1003
Pineridge Advisors
Missouri
$10.4K -$2.47K -96 -19%
GI
1004
GS Investments
Minnesota
$10.3K
AWM
1005
Aberdeen Wealth Management
Illinois
$10.3K
NG
1006
NWK Group
California
$10.1K
CMA
1007
Cedar Mountain Advisors
Oregon
$9.89K
BCA
1008
Bray Capital Advisors
Florida
$9.79K
SWC
1009
Spectrum Wealth Counsel
Indiana
$9.68K
BF
1010
BOK Financial
Oklahoma
$9.39K
HCM
1011
Horrell Capital Management
Arkansas
$9K
GA
1012
GoalVest Advisory
New York
$8.91K +$8.91K +346 New
TCA
1013
Trifecta Capital Advisors
Illinois
$8.42K
FWM
1014
FSA Wealth Management
Massachusetts
$8.3K +$8.3K +322 New
HBW
1015
Hazlett, Burt & Watson
West Virginia
$8K -$8.16K -302 -51%
BAM
1016
Bellevue Asset Management
Washington
$7.62K
TCG
1017
Transcendent Capital Group
Oklahoma
$7.31K
BLC
1018
Brown, Lisle/Cummings
Rhode Island
$7.21K
WOC
1019
West Oak Capital
California
$7.15K +$2.42K +9,380 +51%
HWM
1020
Hemington Wealth Management
Virginia
$7K +$7K +584 New
AAG
1021
Armstrong Advisory Group
Massachusetts
$6.95K +$5.41K +210 +350%
WT
1022
Washington Trust
Rhode Island
$6.18K
CJH
1023
Christopher J. Hasenberg
Wisconsin
$6.09K
HDIM
1024
Hanson & Doremus Investment Management
Vermont
$6K
CFGS
1025
Concourse Financial Group Securities
Alabama
$5.92K -$31.7K -1,230 -84%