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Schwab U.S Small- Cap ETF

940 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 398 increasing their positions, 345 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
-15
Holders Change %
-1.57%
% of All Funds
14.99%
Holding in Top 10
60
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.69%
% of All Funds
0.96%
New
57
Increased
398
Reduced
345
Closed
60
Calls
$2.08M
Puts
$298K
Net Calls
+$1.78M
Net Calls Change
-$747K
Name Holding Trade Value Shares
Change
Shares
Change %
FG
751
Fiduciary Group
Georgia
$201K -$3.4K -164 -2%
GWM
752
Geneos Wealth Management
Colorado
$186K +$73.3K +3,540 +65%
HWM
753
Horizons Wealth Management
North Carolina
$182K
KA
754
Kozak & Associates
Colorado
$171K
BHWM
755
Beaird Harris Wealth Management
Texas
$158K
CSPIA
756
Cary Street Partners Investment Advisory
Virginia
$155K -$8.62K -416 -5%
NSG
757
Nalls Sherbakoff Group
Tennessee
$151K
OIA
758
Optimum Investment Advisors
Illinois
$143K +$2.86K +138 +2%
BFPW
759
BOK Financial Private Wealth
Colorado
$142K -$2.65K -128 -2%
KSWA
760
Kathleen S. Wright Associates
Pennsylvania
$141K +$1.28K +62 +0.9%
NSIM
761
North Star Investment Management
Illinois
$138K
GIP
762
Granite Investment Partners
California
$136K +$41 +2 +0%
ECM
763
Elgethun Capital Management
South Dakota
$134K -$124 -6 -0.1%
LWANC
764
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K
HCP
765
Hexagon Capital Partners
Arkansas
$130K +$82.8K +3,996 +175%
HL
766
HeadInvest LLC
Maine
$128K +$128K +6,256 New
FMII
767
Farmers & Merchants Investments Inc
Nebraska
$123K
CIAS
768
Capital Investment Advisory Services
North Carolina
$118K -$11.4K -552 -9%
CFGS
769
Concourse Financial Group Securities
Alabama
$114K +$6.25K +302 +6%
TAM
770
Tucker Asset Management
Colorado
$114K +$106K +5,120 +1,376%
RF
771
Robbins Farley
New Hampshire
$112K +$7.79K +376 +7%
FPF
772
First Pacific Financial
Washington
$111K +$414 +20 +0.4%
WWP
773
WR Wealth Planners
Missouri
$111K -$3.6K -174 -3%
FFA
774
Farther Finance Advisors
California
$110K -$4.35K -210 -4%
SCA
775
Stonebridge Capital Advisors
Minnesota
$110K