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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.

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 %
UCFA
101
United Capital Financial Advisors
Texas
$9.33M -$1.21M -51,088 -11%
TCM
102
Towercrest Capital Management
Pennsylvania
$9.19M -$954K -40,202 -9%
AWMG
103
Alliance Wealth Management Group
New Jersey
$9.19M -$954K -40,202 -9%
AFA
104
American Financial Advisors
Georgia
$9.15M +$173K +7,310 +2%
EL
105
Essex LLC
Illinois
$9.14M -$73.8K -3,112 -0.8%
CICC
106
Capital Investment Counsel (Colorado)
Colorado
$8.92M +$470K +19,796 +6%
IWC
107
Integrated Wealth Concepts
Massachusetts
$8.85M -$10.3M -435,380 -54%
MTC
108
Matrix Trust Company
Colorado
$8.81M -$92.6K -3,904 -1%
Truist Financial
109
Truist Financial
North Carolina
$8.72M -$118K -4,964 -1%
CFMC
110
Curbstone Financial Management Corp
New Hampshire
$8.69M -$20.4K -860 -0.2%
SFWC
111
Strategic Family Wealth Counselors
New Jersey
$8.24M +$397K +16,736 +5%
BFG
112
Bouchey Financial Group
New York
$8.15M -$58.5K -2,464 -0.7%
MTIC
113
Missouri Trust & Investment Company
Missouri
$8.08M +$901K +37,978 +13%
SWA
114
Sightline Wealth Advisors
Connecticut
$8.06M +$217K +9,140 +3%
PIMG
115
Patriot Investment Management Group
Tennessee
$8.02M +$78.1K +3,290 +1%
SIC
116
Salem Investment Counselors
North Carolina
$7.92M -$176K -7,388 -2%
MG
117
Mather Group
Illinois
$7.91M +$552K +22,412 +8%
CMP
118
Courage Miller Partners
Virginia
$7.85M -$18.9K -796 -0.2%
LFS
119
Lutz Financial Services
Nebraska
$7.82M -$539K -22,720 -6%
DB
120
Dravo Bay
Delaware
$7.73M +$557K +23,498 +8%
FCI
121
Financial Counselors Inc
Kansas
$7.66M -$759 -32 -0%
AIM
122
Athena Investment Management
California
$7.65M +$42.4K +1,788 +0.6%
SFA
123
Seneca Financial Advisors
New York
$7.55M +$1.64M +69,274 +28%
ACM
124
Advisors Capital Management
New Jersey
$7.48M +$1.6M +67,568 +27%
ACM
125
Anfield Capital Management
California
$7.47M +$179K +7,524 +2%