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Schwab U.S Small- Cap ETF

955 hedge funds and large institutions have $8.45B invested in Schwab U.S Small- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 370 increasing their positions, 379 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+29
Holders Change %
+3.13%
% of All Funds
15.06%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.03%
New
85
Increased
370
Reduced
379
Closed
48
Calls
$3.2M
Puts
$670K
Net Calls
+$2.53M
Net Calls Change
+$283K
Name Holding Trade Value Shares
Change
Shares
Change %
GGI
851
Godsey & Gibb Inc
Virginia
$34.6K +$34.6K +1,582 New
RG
852
Retirement Group
California
$33.6K
EWA
853
EverSource Wealth Advisors
Alabama
$33.6K +$10.7K +488 +47%
RI
854
Ridgewood Investments
New Jersey
$32.8K
CSWM
855
Cassady Schiller Wealth Management
Ohio
$31.7K -$8.98K -410 -22%
NFSG
856
Newbridge Financial Services Group
Florida
$30.3K
KTC
857
Kistler-Tiffany Companies
Pennsylvania
$27.6K
HF
858
Halpern Financial
Virginia
$26.7K
RIA
859
Realta Investment Advisors
Delaware
$26.5K +$26.5K +1,208 New
UIA
860
Ulland Investment Advisors
Minnesota
$26K
CAS
861
Coppell Advisory Solutions
Texas
$25.2K +$25.2K +1,154 New
Fifth Third Bancorp
862
Fifth Third Bancorp
Ohio
$25.1K -$15.9K -724 -39%
WFA
863
WestHill Financial Advisors
California
$24.6K
MWM
864
Mascoma Wealth Management
New Hampshire
$24.4K
POIA
865
Pin Oak Investment Advisors
Texas
$24K
VWM
866
Venturi Wealth Management
Texas
$23.5K
FCAG
867
First Capital Advisors Group
New Jersey
$23.5K
Barclays
868
Barclays
United Kingdom
$23K
LWA
869
Lowe Wealth Advisors
Maryland
$22.8K
FCA
870
FinTrust Capital Advisors
South Carolina
$21.3K
LFA
871
LGT Financial Advisors
Texas
$21K +$21K +958 New
CIM
872
Contravisory Investment Management
Massachusetts
$20.5K +$3.68K +168 +22%
Franklin Resources
873
Franklin Resources
California
$19.7K
HPC
874
HM Payson & Co
Maine
$19K
National Bank of Canada
875
National Bank of Canada
Quebec, Canada
$18.7K