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Schwab U.S Small- Cap ETF

939 hedge funds and large institutions have $9.12B invested in Schwab U.S Small- Cap ETF in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 382 increasing their positions, 316 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+74
Holders Change %
+8.55%
% of All Funds
15.15%
Holding in Top 10
70
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.13%
New
143
Increased
382
Reduced
316
Closed
49
Calls
$1.84M
Puts
$267K
Net Calls
+$1.57M
Net Calls Change
+$159K
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
851
Princeton Global Asset Management
New Jersey
$18K +$18K +904 New
National Bank of Canada
852
National Bank of Canada
Quebec, Canada
$17.9K
HPC
853
HM Payson & Co
Maine
$17.6K
AA
854
Atmos Advisory
Pennsylvania
$17.5K -$527 -26 -3%
WAM
855
WFA Asset Management
Wisconsin
$17.2K +$121 +6 +0.7%
Franklin Resources
856
Franklin Resources
California
$17K
BWM
857
Baystate Wealth Management
Massachusetts
$17K +$83 +4 +0.5%
WT
858
Washington Trust
Rhode Island
$16.5K
FCA
859
Fortis Capital Advisors
Kansas
$16.2K +$16.2K +800 New
SWA
860
SOA Wealth Advisors
New York
$16.1K
GFPC
861
Global Financial Private Client
Florida
$16.1K +$6.08K +300 +60%
BBHC
862
Brown Brothers Harriman & Co
New York
$16K -$21.6K -1,068 -57%
WOSD
863
WFA of San Diego
California
$15.8K +$15.8K +782 New
CIM
864
Contravisory Investment Management
Massachusetts
$15.6K
FWA
865
Freedom Wealth Alliance
Wisconsin
$15K +$15K +740 New
CFGS
866
Concourse Financial Group Securities
Alabama
$14.9K +$4.58K +226 +44%
PSB
867
Piscataqua Savings Bank
New Hampshire
$14.7K
MRCM
868
M&R Capital Management
New Jersey
$14.5K +$8.31K +410 +135%
OA
869
Operose Advisors
Wisconsin
$13.8K
TCM
870
TD Capital Management
Tennessee
$13.7K
AWM
871
Accel Wealth Management
Iowa
$13.4K
MCA
872
Maryland Capital Advisors
Maryland
$13.2K
TFA
873
Transamerica Financial Advisors
Florida
$13K +$13K +632 +31,600%
HFS
874
Hantz Financial Services
Michigan
$12K -$430 -22 -3%
GI
875
GS Investments
Minnesota
$11.8K