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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 %
Bessemer Group
776
Bessemer Group
New Jersey
$101K +$2.48K +118 +3%
KFI
777
Key Financial Inc
Pennsylvania
$99.5K -$2.18K -104 -2%
OFG
778
Oxford Financial Group
Indiana
$98.5K -$8.97K -428 -8%
FCT
779
First Community Trust
Iowa
$96.4K
SIC
780
SJS Investment Consulting
Ohio
$94.3K -$168 -8 -0.2%
AA
781
Ancora Advisors
Ohio
$90K +$4.82K +230 +6%
SPIA
782
Steward Partners Investment Advisory
New York
$87.8K +$37.9K +1,806 +76%
TWA
783
TCI Wealth Advisors
Arizona
$85.7K -$21.6K -1,028 -20%
GWM
784
Geneos Wealth Management
Colorado
$85.5K -$92K -4,388 -52%
PK
785
Pflug Koory
Nebraska
$84.4K
UB
786
UMB Bank
Missouri
$82.9K
EWA
787
EP Wealth Advisors
California
$81.8K +$19.3K +35,448 +31%
EA
788
Evolution Advisers
Virginia
$80K
LFA
789
Level Financial Advisors
New York
$78K
AW
790
Avion Wealth
Texas
$73K
PMFA
791
Plante Moran Financial Advisors
Michigan
$73K -$1.26K -60 -2%
TSW
792
Thompson Siegel & Walmsley
Virginia
$71K
NA
793
NewEdge Advisors
Louisiana
$69.8K -$66.3K -3,162 -49%
PB
794
Pinnacle Bancorp
Nebraska
$68.4K
FA
795
Faithward Advisors
Pennsylvania
$68.2K -$84.1K -4,160 -55%
CFGS
796
Concourse Financial Group Securities
Alabama
$67.8K +$52.4K +2,498 +338%
KM
797
Kalos Management
Georgia
$67.3K
AWA
798
Alaska Wealth Advisors
Alaska
$65.8K +$65.8K +3,138 New
CAM
799
Costello Asset Management
Pennsylvania
$65.6K
GIP
800
Granite Investment Partners
California
$63.8K