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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 %
GCM
801
Gables Capital Management
Florida
$63.5K
NECFA
802
New England Capital Financial Advisors
Connecticut
$62.8K
RFA
803
Resurgent Financial Advisors
Georgia
$62.6K
IWP
804
IAG Wealth Partners
Wisconsin
$60.1K +$39.1K +1,866 +187%
TFP
805
Tilia Fiduciary Partners
North Carolina
$59.8K +$126 +6 +0.2%
HGERS
806
Householder Group Estate & Retirement Specialist
Arizona
$59K +$59K +2,810 New
RCM
807
Raleigh Capital Management
North Carolina
$58.9K -$7.59K -362 -11%
BC
808
Barrett & Company
Rhode Island
$55.8K
HNB
809
Huntington National Bank
Ohio
$52.7K -$51K
LC
810
Lindbrook Capital
California
$48.8K
HCP
811
Hexagon Capital Partners
Arkansas
$48.1K +$3.69K +176 +8%
GWS
812
Glassman Wealth Services
Virginia
$47.1K +$47.1K +2,248 New
M
813
MOTCO
Texas
$46.4K
BWP
814
Baldwin Wealth Partners
Massachusetts
$45.8K +$44.5K +2,120 +3,313%
SIS
815
Sound Income Strategies
Florida
$44.6K +$14.6K +696 +49%
TFGT
816
TS Financial Group (TSFG)
Illinois
$44K +$85 +4 +0.2%
GBT
817
Grove Bank & Trust
Florida
$43.6K
PP
818
PDS Planning
Ohio
$43.4K +$7.68K +366 +22%
BCM
819
Blume Capital Management
California
$42.6K
TCWA
820
Ten Capital Wealth Advisors
Washington
$42.4K -$5.95K -284 -12%
ICM
821
Islay Capital Management
Texas
$41.1K
Fifth Third Bancorp
822
Fifth Third Bancorp
Ohio
$39.2K +$14.3K +684 +58%
SCA
823
Stonebridge Capital Advisors
Minnesota
$39.2K -$2.18K -104 -5%
Simplex Trading
824
Simplex Trading
Illinois
$39K +$39K +1,878 New
CSWM
825
Cassady Schiller Wealth Management
Ohio
$38.9K +$629 +30 +2%