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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 %
GWSA
851
Global Wealth Strategies & Associates
Colorado
$21K +$1.55K +74 +8%
MHR
852
Matthew Hamilton Rosenberg
$20.4K
CG
853
Cutler Group
California
$20K +$12K +600 +150%
Franklin Resources
854
Franklin Resources
California
$18.8K +$1.22K +58 +7%
HPC
855
HM Payson & Co
Maine
$18.2K
National Bank of Canada
856
National Bank of Canada
Quebec, Canada
$17.3K
BWM
857
Baystate Wealth Management
Massachusetts
$17.2K +$84 +4 +0.5%
WT
858
Washington Trust
Rhode Island
$17.1K
SWA
859
SOA Wealth Advisors
New York
$16.7K
GFPC
860
Global Financial Private Client
Florida
$16.7K
CIM
861
Contravisory Investment Management
Massachusetts
$16.1K
TFA
862
Transamerica Financial Advisors
Florida
$16K +$2.14K +98 +15%
PSB
863
Piscataqua Savings Bank
New Hampshire
$15.1K -$84 -4 -0.6%
MRCM
864
M&R Capital Management
New Jersey
$15K
BCMIO
865
Beacon Capital Management Inc (Ohio)
Ohio
$14.5K +$13K +618 +858%
OA
866
Operose Advisors
Wisconsin
$14.3K
TCM
867
TD Capital Management
Tennessee
$14.2K
BF
868
BOK Financial
Oklahoma
$14K -$651K -31,046 -98%
SC
869
Slow Capital
California
$14K +$14K +668 New
AWM
870
Accel Wealth Management
Iowa
$13.9K
MCA
871
Maryland Capital Advisors
Maryland
$13.7K
HBW
872
Hazlett, Burt & Watson
West Virginia
$13K -$7.76K -370 -37%
HFS
873
Hantz Financial Services
Michigan
$13K -$393 -18 -3%
GI
874
GS Investments
Minnesota
$12.2K
ATC
875
Adirondack Trust Company
New York
$11K