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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 %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$6.07M +$154K +5,996 +3%
PS
152
Planned Solutions
California
$6.04M +$257K +9,990 +4%
PWM
153
Provident Wealth Management
Tennessee
$6M +$468K +18,192 +8%
FPCP
154
Fort Point Capital Partners
California
$5.99M +$185K +7,178 +3%
CFGSD
155
Compass Financial Group (South Dakota)
South Dakota
$5.96M +$399K +15,502 +7%
OWM
156
Orgel Wealth Management
Wisconsin
$5.96M +$2.68K +104 +0%
DW
157
Dodds Wealth
Colorado
$5.96M +$3.05M +240,536 +105%
KCPG
158
Kavar Capital Partners Group
Kansas
$5.72M +$88.1K +3,422 +2%
TYCC
159
Texas Yale Capital Corp
Florida
$5.7M +$12.9K +502 +0.2%
CF
160
Copperwynd Financial
Arizona
$5.64M +$329K +12,796 +6%
AI
161
Atria Investments
North Carolina
$5.63M +$1.76M +68,300 +45%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$5.59M +$891K +34,604 +19%
BAMG
163
Brand Asset Management Group
Missouri
$5.59M +$67.9K +2,636 +1%
RGF
164
Retirement Guys Formula
Ohio
$5.57M -$2.12M -82,524 -28%
ATWA
165
Arbor Trust Wealth Advisors
Michigan
$5.56M
CCM
166
Chilton Capital Management
Texas
$5.49M +$157K +6,100 +3%
MWM
167
Modera Wealth Management
New Jersey
$5.47M -$67.1K -2,604 -1%
CAM
168
Cresset Asset Management
Illinois
$5.44M -$1.35M -52,506 -20%
CWA
169
Carolina Wealth Advisors
South Carolina
$5.39M -$144K -5,608 -3%
IWM
170
IHT Wealth Management
Illinois
$5.37M +$2.11M +82,630 +65%
MCM
171
MAI Capital Management
Ohio
$5.35M -$179K -6,938 -3%
TIM
172
Tortoise Investment Management
New York
$5.28M -$92K -3,572 -2%
AFP
173
Ausdal Financial Partners
Iowa
$5.28M -$395K -15,350 -7%
AFG
174
Atomi Financial Group
New York
$5.26M +$216K +8,388 +4%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$5.06M -$102K -3,978 -2%