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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 %
SRC
601
Sage Rhino Capital
California
$382K +$922 +44 +0.2%
GVAG
602
Great Valley Advisor Group
Delaware
$382K +$13.7K +652 +4%
FC
603
Forte Capital
New York
$380K -$2.52K -120 -0.7%
EK
604
Evensky & Katz
Florida
$379K -$270K -12,866 -42%
PD
605
Planning Directions
Pennsylvania
$379K +$1.01K +48 +0.3%
RPA
606
Rock Point Advisors
Vermont
$375K +$1.89K +90 +0.5%
PFBT
607
Parkside Financial Bank & Trust
Missouri
$374K +$43.6K +2,080 +13%
ACP
608
Aveo Capital Partners
Colorado
$373K -$43.6K -2,082 -10%
AWM
609
Atticus Wealth Management
Florida
$372K +$1.26K +60 +0.3%
SWM
610
Stockman Wealth Management
Montana
$372K
GWM
611
Gray Wealth Management
Maine
$371K +$4.19K +200 +1%
PFGIA
612
Patriot Financial Group Insurance Agency
Massachusetts
$371K +$81.9K +3,906 +28%
SFG
613
Sovereign Financial Group
Connecticut
$368K -$49.1K -2,342 -12%
ACA
614
Aptus Capital Advisors
Alabama
$365K +$10K +478 +3%
GWANC
615
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K +$10.4K +496 +3%
TWA
616
Trellis Wealth Advisors
California
$365K
Bank of New York Mellon
617
Bank of New York Mellon
New York
$364K -$21.1K -1,006 -5%
HTC
618
Haverford Trust Company
Pennsylvania
$356K -$70.4K -3,358 -16%
TA
619
Trellis Advisors
Washington
$353K -$55.2K -2,634 -14%
WSTAM
620
Wilbanks Smith & Thomas Asset Management
Virginia
$353K -$78.4K -3,742 -18%
PA
621
Planning Alternatives
Michigan
$351K +$11.7K +558 +3%
JWM
622
Jeppson Wealth Management
California
$351K -$1.26K -60 -0.4%
FWS
623
FinDec Wealth Services
California
$343K -$58.8K -2,806 -15%
PFA
624
Petra Financial Advisors
Colorado
$341K -$2.42M -115,490 -88%
MCC
625
Money Concepts Capital
Florida
$338K -$187K -25,020 -36%