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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.

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 %
UCFA
101
United Capital Financial Advisors
Texas
$9.63M -$502K -19,478 -5%
MTIC
102
Missouri Trust & Investment Company
Missouri
$9.54M +$771K +29,950 +9%
Truist Financial
103
Truist Financial
North Carolina
$9.3M -$164K -6,364 -2%
SFWC
104
Strategic Family Wealth Counselors
New Jersey
$9.23M +$283K +10,978 +3%
CFMC
105
Curbstone Financial Management Corp
New Hampshire
$9.03M -$404K -15,680 -4%
SWA
106
Sightline Wealth Advisors
Connecticut
$8.86M +$117K +4,550 +1%
BFG
107
Bouchey Financial Group
New York
$8.76M -$81.8K -3,176 -0.9%
SFA
108
Seneca Financial Advisors
New York
$8.75M +$559K +21,714 +7%
CMP
109
Courage Miller Partners
Virginia
$8.56M +$39.9K +1,550 +0.5%
PIMG
110
Patriot Investment Management Group
Tennessee
$8.49M -$213K -8,274 -2%
SIC
111
Salem Investment Counselors
North Carolina
$8.42M -$162K -6,286 -2%
LFS
112
Lutz Financial Services
Nebraska
$8.41M -$78.9K -3,064 -0.9%
AIM
113
Athena Investment Management
California
$8.32M +$17.6K +684 +0.2%
FCI
114
Financial Counselors Inc
Kansas
$8.31M
WT
115
Whittier Trust
California
$8.14M +$209K +8,098 +3%
MG
116
Mather Group
Illinois
$8.02M -$246K -9,534 -3%
SLT
117
St Louis Trust
Missouri
$8.02M
SS
118
Sunbelt Securities
Texas
$7.94M +$98K +3,806 +1%
HWM
119
HB Wealth Management
Georgia
$7.88M +$575K +22,336 +8%
WTC
120
WhitTier Trust Company
Nevada
$7.66M -$199K -7,728 -3%
Betterment LLC
121
Betterment LLC
New York
$7.64M +$2.35M +91,246 +44%
CP
122
Creekside Partners
California
$7.63M +$824 +32 +0%
DWM
123
Diversify Wealth Management
Utah
$7.47M +$7.29M +569,472 +3,940%
CWM
124
Congress Wealth Management
Massachusetts
$7.44M +$124K +4,820 +2%
WANY
125
Wealthspire Advisors (New York)
New York
$7.43M +$162K +6,300 +2%