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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 %
S
701
SignatureFD
Georgia
$244K -$134K -6,398 -35%
CAAS
702
Capital Asset Advisory Services
Michigan
$244K -$18.9K -902 -7%
GWCM
703
Godshalk Welsh Capital Management
Pennsylvania
$243K
BIM
704
Baldwin Investment Management
Pennsylvania
$243K -$4.86K -232 -2%
CAL
705
Capital Advisors Ltd
Ohio
$242K +$19.4K +926 +9%
AFS
706
Annapolis Financial Services
Maryland
$241K +$10.8K +514 +5%
FCA
707
FLC Capital Advisors
California
$241K +$241K +11,478 New
AL
708
Aspiriant LLC
California
$239K +$1.85K +88 +0.8%
GBWM
709
Granite Bay Wealth Management
New Hampshire
$239K -$4.69K -224 -2%
TC
710
TownSquare Capital
Utah
$239K +$239K +11,390 New
KWS
711
Keystone Wealth Services
California
$237K +$713 +34 +0.3%
HWA
712
Heartwood Wealth Advisors
Virginia
$237K
AFA
713
Alpha Financial Advisors
North Carolina
$236K
BIG
714
Builder Investment Group
Georgia
$235K +$7.97K +380 +4%
PTB
715
Pioneer Trust Bank
Oregon
$235K
LF
716
LifeSteps Financial
California
$234K -$6.37K -304 -3%
VF
717
Vawter Financial
Ohio
$229K +$755 +36 +0.3%
LEFP
718
Leading Edge Financial Planning
Tennessee
$229K -$587 -28 -0.3%
M
719
MYeCFO
California
$228K -$30.2K -1,440 -12%
WA
720
Wambolt & Associates
Colorado
$227K +$227K +10,834 New
KPWS
721
Kestra Private Wealth Services
Texas
$226K +$226K +10,798 New
CAG
722
Crestwood Advisors Group
Massachusetts
$226K +$8.72K +416 +4%
FMWA
723
Forvis Mazars Wealth Advisors
Missouri
$226K -$2.22K -106 -1%
IC
724
IEQ Capital
California
$226K +$15.7K +750 +7%
KeyBank National Association
725
KeyBank National Association
Ohio
$226K +$226K +10,772 New