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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 %
Qube Research & Technologies (QRT)
1026
Qube Research & Technologies (QRT)
United Kingdom
$5.31K -$50.9K -1,978 -91%
FP
1027
Financial Perspectives
Minnesota
$5.12K
CB
1028
CNB Bank
Pennsylvania
$5.05K
UIA
1029
Ulland Investment Advisors
Minnesota
$5K
DAM
1030
Delta Asset Management
Tennessee
$4.84K
VWA
1031
Valued Wealth Advisors
Utah
$4.82K +$3.79K +148 +370%
AFG
1032
Albion Financial Group
Utah
$4.65K +$2.07K +80 +80%
AA
1033
Atmos Advisory
Pennsylvania
$4.53K
PCA
1034
Providence Capital Advisors
North Carolina
$4.12K
GGI
1035
Godsey & Gibb Inc
Virginia
$4.02K
CSB
1036
City State Bank
Iowa
$3.86K +$1.96K +76 +103%
TC
1037
Truvestments Capital
Florida
$3.81K +$3.81K +148 New
AAP
1038
Arax Advisory Partners
Colorado
$2.85K
FFA
1039
Founders Financial Alliance
North Carolina
$2.63K +$1.91K +74 +264%
EWM
1040
EPG Wealth Management
Georgia
$2.47K +$2.47K +96 New
OAJ
1041
Ogorek Anthony Joseph
New York
$2K
FMP
1042
Financial Management Professionals
Texas
$2K
MSFP
1043
Mark Sheptoff Financial Planning
Connecticut
$1.96K
HI
1044
Hoey Investments
Pennsylvania
$1.9K
BNP Paribas Financial Markets
1045
BNP Paribas Financial Markets
France
$1.85K +$1.03K +40 +125%
JIP
1046
Jaffetilchin Investment Partners
Florida
$1.45K +$1.45K +56 New
VWM
1047
Valley Wealth Managers
New Jersey
$1.39K +$1.39K +54 New
CPBTD
1048
Central Pacific Bank - Trust Division
Hawaii
$1.34K
TF
1049
Tompkins Financial
New York
$1.34K
SC
1050
Stephens Consulting
Michigan
$927