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Schwab U.S Small- Cap ETF

926 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 343 increasing their positions, 383 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
-13
Holders Change %
-1.38%
% of All Funds
14.82%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.01%
New
71
Increased
343
Reduced
383
Closed
64
Calls
$3.07M
Puts
$830K
Net Calls
+$2.24M
Net Calls Change
+$671K
Name Holding Trade Value Shares
Change
Shares
Change %
FAG
576
Fortitude Advisory Group
Washington
$429K -$65.2K -3,112 -13%
APG
577
Abacus Planning Group
South Carolina
$427K -$193K -9,228 -31%
SGI
578
Summit Global Investments
Utah
$426K -$588 -28 -0.1%
JC
579
Jentner Corp
Ohio
$426K -$36.6K -1,748 -8%
AA
580
Aire Advisors
California
$420K -$839 -40 -0.2%
WCM
581
Wealthcare Capital Management
Virginia
$415K +$32.3K +1,540 +8%
TIA
582
Tiemann Investment Advisors
California
$411K -$2.1K -100 -0.5%
IAA
583
Independent Advisor Alliance
North Carolina
$405K +$32.4K +1,544 +9%
MAS
584
Madden Advisory Services
Florida
$404K +$42 +2 +0%
LFAS
585
Level Four Advisory Services
Texas
$403K +$31.3K +1,494 +8%
SF
586
Synovus Financial
Georgia
$403K -$3.44K -164 -0.8%
RIM
587
Rockbridge Investment Management
New York
$402K -$1.59K -76 -0.4%
VVP
588
Venture Visionary Partners
Ohio
$400K -$5.2K -248 -1%
WWM
589
Western Wealth Management
Colorado
$398K -$22.5K -1,074 -5%
HI
590
Hendershot Investments
Virginia
$398K -$7.63K -364 -2%
PA
591
Procyon Advisors
Connecticut
$397K +$5.49K +262 +1%
LJAC
592
L.J. Altfest & Co
New York
$396K +$3.98K +190 +1%
PHIC
593
Pine Haven Investment Counsel
Massachusetts
$396K
CWM
594
Cabot Wealth Management
Massachusetts
$395K -$119K -5,674 -23%
MA
595
Modus Advisors
Minnesota
$395K
BL
596
BCWM LLC
Kansas
$392K +$6.71K +320 +2%
WW
597
Waterfront Wealth
Kansas
$391K -$377 -18 -0.1%
TP
598
Tranquility Partners
Tennessee
$391K
CFD
599
Creative Financial Designs
Indiana
$390K +$208K +9,904 +114%
RDIA
600
RE Dickinson Investment Advisors
Iowa
$385K -$1.02M -48,432 -73%