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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 %
FA
801
Faithward Advisors
Pennsylvania
$65.6K
AWA
802
Alaska Wealth Advisors
Alaska
$65K
CAM
803
Costello Asset Management
Pennsylvania
$64.8K
PMFA
804
Plante Moran Financial Advisors
Michigan
$64.3K +$870 +42 +1%
VC
805
Vestor Capital
Illinois
$63K -$23.6K -1,134 -27%
RFA
806
Resurgent Financial Advisors
Georgia
$59.8K -$2.07K -100 -3%
IWP
807
IAG Wealth Partners
Wisconsin
$59.4K -$12.5K -604 -17%
RCM
808
Raleigh Capital Management
North Carolina
$58.6K +$207 +10 +0.4%
FFC
809
First Financial Corp
Indiana
$57.5K +$57.5K +2,778 New
Fifth Third Bancorp
810
Fifth Third Bancorp
Ohio
$55.8K +$32.1K +1,548 +135%
BC
811
Barrett & Company
Rhode Island
$55.1K
HNB
812
Huntington National Bank
Ohio
$54.4K -$80.2K
PP
813
PDS Planning
Ohio
$54.4K +$12.5K +602 +30%
TRCT
814
Tower Research Capital (TRC)
New York
$52.1K -$3.08M -148,554 -98%
CPA
815
Cardiff Park Advisors
California
$50.5K -$164K -7,940 -77%
VAG
816
VisionPoint Advisory Group
Texas
$50.4K +$50.4K +2,434 New
GT
817
Glenmede Trust
Pennsylvania
$49K -$64K -3,090 -57%
LC
818
Lindbrook Capital
California
$48.3K
SPIA
819
Steward Partners Investment Advisory
New York
$48K
M
820
MOTCO
Texas
$45.8K
SIS
821
Sound Income Strategies
Florida
$45.6K -$16.7K -806 -27%
NA
822
NewEdge Advisors
Louisiana
$45.6K -$29.5K -1,424 -39%
TFGT
823
TS Financial Group (TSFG)
Illinois
$45K +$82 +4 +0.2%
GBT
824
Grove Bank & Trust
Florida
$43.1K
BCM
825
Blume Capital Management
California
$42.1K