SCHA icon

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 %
MWM
1101
Mascoma Wealth Management
New Hampshire
-$25.7K -1,084 Closed
GI
1102
Gradient Investments
Minnesota
-$19K -802 Closed
AA
1103
AlphaMark Advisors
Kentucky
-$17K -728 Closed
DWM
1104
Dogwood Wealth Management
Kansas
-$14.2K -600 Closed
SFC
1105
SYM Financial Corp
Indiana
-$13K -550 Closed
TSWM
1106
Tyler-Stone Wealth Management
Ohio
-$12.1K -510 Closed
OCM
1107
Orion Capital Management
California
-$8.26K -348 Closed
MFA
1108
McClarren Financial Advisors
Pennsylvania
-$23K -284 Closed
CB
1109
Chris Bulman
California
-$6.45K -272 Closed
Simplex Trading
1110
Simplex Trading
Illinois
-$5K -218 Closed
HWA
1111
Heritage Wealth Advisors
Virginia
-$4.89K -206 Closed
NFSG
1112
Newbridge Financial Services Group
Florida
-$4.82K -204 Closed
DF
1113
Dunhill Financial
United Kingdom
-$3.23K -136 Closed
NMG
1114
New Millennium Group
Utah
-$3.13K -132 Closed
WBC
1115
West Branch Capital
Massachusetts
-$3.04K -128 Closed
OWA
1116
Opal Wealth Advisors
New York
-$2.85K -120 Closed
PGAM
1117
Princeton Global Asset Management
New Jersey
-$1.8K -76 Closed
AFWM
1118
Abich Financial Wealth Management
Virginia
-$1.19K -50 Closed
T
1119
Tidemark
California
-$1.19K -50 Closed
PWMG
1120
Private Wealth Management Group
New Jersey
-$238 -10 Closed
FFA
1121
Frazier Financial Advisors
Ohio
-$48 -2 Closed