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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 %
SWM
826
Sugarloaf Wealth Management
Georgia
$38.9K
ME
827
McIlrath & Eck
Washington
$37.5K +$2.22K +106 +6%
MFA
828
Morling Financial Advisors
California
$36.1K +$36.1K +1,724 New
FHA
829
First Horizon Advisors
Tennessee
$34K -$1.85K -88 -5%
2L
830
25 LLC
Missouri
$32.3K +$32.3K +1,584 New
RG
831
Retirement Group
California
$32K
RI
832
Ridgewood Investments
New Jersey
$31.4K +$31.4K +1,496 New
GFWA
833
Grey Fox Wealth Advisors
Delaware
$30.8K +$84 +4 +0.3%
NFSG
834
Newbridge Financial Services Group
Florida
$29K
NC
835
NewSquare Capital
Pennsylvania
$28K +$8.39K +400 +43%
KTC
836
Kistler-Tiffany Companies
Pennsylvania
$26.4K
HF
837
Halpern Financial
Virginia
$25.6K
CPFP
838
Clear Perspectives Financial Planning
Ohio
$25.2K -$7.17K -342 -22%
SC
839
SouthState Corp
Florida
$25.2K
UIA
840
Ulland Investment Advisors
Minnesota
$25K -$8.33K -400 -25%
WFA
841
WestHill Financial Advisors
California
$23.6K -$4.61K -220 -16%
POIA
842
Pin Oak Investment Advisors
Texas
$23K
VWM
843
Venturi Wealth Management
Texas
$22.5K +$22.5K +1,074 New
FCAG
844
First Capital Advisors Group
New Jersey
$22.5K
MWM
845
Mascoma Wealth Management
New Hampshire
$22.3K
Barclays
846
Barclays
United Kingdom
$22K
EWA
847
EverSource Wealth Advisors
Alabama
$21.9K
LWA
848
Lowe Wealth Advisors
Maryland
$21.8K
ACA
849
Atlas Capital Advisors
Wyoming
$21.6K -$4.45K -212 -17%
FCA
850
FinTrust Capital Advisors
South Carolina
$21.3K