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Schwab U.S Small- Cap ETF

1,042 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 406 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.11%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.9%
New
72
Increased
406
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K
Name Holding Trade Value Shares
Change
Shares
Change %
MGIA
26
Moneta Group Investment Advisors
Missouri
$33.7M +$4.79M +194,638 +17%
GAM
27
Gemmer Asset Management
California
$32.9M -$1.91M -77,520 -5%
PCIA
28
Prime Capital Investment Advisors
Kansas
$32.3M +$1.57M +63,686 +5%
RWM
29
RKL Wealth Management
Pennsylvania
$29.4M +$31.1K +1,262 +0.1%
LWMT
30
Legacy Wealth Management (Tennessee)
Tennessee
$27.6M -$297K -12,044 -1%
Corient Private Wealth
31
Corient Private Wealth
Florida
$27.4M -$407K -16,550 -1%
MAG
32
Mokosak Advisory Group
Iowa
$25.7M +$614K +24,956 +2%
SFS
33
Summit Financial Strategies
Ohio
$24.4M +$818K +33,216 +3%
Ameriprise
34
Ameriprise
Minnesota
$24.4M -$5.3M -215,362 -18%
BPA
35
Beacon Pointe Advisors
California
$24.3M -$391K -15,886 -2%
Wells Fargo
36
Wells Fargo
California
$21.6M -$386K -15,664 -2%
FIBT
37
First International Bank & Trust
North Dakota
$21.1M +$13.4M +544,162 +175%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$21M +$108K +4,392 +0.5%
NFW
39
Noble Family Wealth
Florida
$19.9M -$442K -17,944 -2%
IWC
40
Integrated Wealth Concepts
Massachusetts
$19.9M +$5.24M +212,946 +36%
FI
41
FIDELIS iM
Oregon
$19.6M +$279K +11,334 +1%
VWA
42
Visionary Wealth Advisors
Illinois
$19.4M -$6.45M -262,078 -25%
MFGP
43
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.4M +$296K +12,026 +2%
DAS
44
Dynamic Advisor Solutions
Arizona
$19.2M +$1.06M +43,048 +6%
FIA
45
Foundations Investment Advisors
Arizona
$19.2M +$1.97M +79,906 +11%
JWM
46
Janiczek Wealth Management
Colorado
$18M +$732K +29,728 +4%
FWM
47
ForthRight Wealth Management
Georgia
$18M +$330K +13,402 +2%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$18M +$14.9M +603,746 +480%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$17.9M -$4.12M -167,404 -19%
SFP
50
Strategic Financial Planning
Texas
$17.3M +$665K +27,012 +4%