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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 %
TCM
851
TD Capital Management
Tennessee
$19.7K +$5.72K +276 +41%
National Bank of Canada
852
National Bank of Canada
Quebec, Canada
$18.4K
Franklin Resources
853
Franklin Resources
California
$17.4K -$1.2K -58 -6%
BWM
854
Baystate Wealth Management
Massachusetts
$17.2K +$83 +4 +0.5%
MFA
855
McClarren Financial Advisors
Pennsylvania
$17K +$82 +4 +0.5%
WT
856
Washington Trust
Rhode Island
$16.9K
AWA
857
Authentikos Wealth Advisory
California
$16.5K +$16.5K +798 New
SWA
858
SOA Wealth Advisors
New York
$16.5K
GI
859
Gradient Investments
Minnesota
$16.4K +$5.72K +276 +54%
WOSD
860
WFA of San Diego
California
$16.4K +$83 +4 +0.5%
GFPC
861
Global Financial Private Client
Florida
$16.3K
ST
862
Smithfield Trust
Pennsylvania
$16K
WFA
863
WestHill Financial Advisors
California
$15.8K -$7.46K -360 -32%
CP
864
Castleview Partners
Texas
$15K +$15K +722 New
FHA
865
First Horizon Advisors
Tennessee
$14.7K -$2.49K -120 -14%
PSB
866
Piscataqua Savings Bank
New Hampshire
$14.2K +$5.3K +256 +59%
OA
867
Operose Advisors
Wisconsin
$14.1K
HBW
868
Hazlett, Burt & Watson
West Virginia
$14K +$848 +40 +6%
MCA
869
Maryland Capital Advisors
Maryland
$13.5K
HFS
870
Hantz Financial Services
Michigan
$13K +$702 +34 +6%
WWM
871
Wagner Wealth Management
South Carolina
$12.8K +$1.7K +82 +15%
GI
872
GS Investments
Minnesota
$11.8K
AAP
873
Arax Advisory Partners
Colorado
$11.6K +$7.09K +342 +157%
ATC
874
Adirondack Trust Company
New York
$10.8K
JFG
875
JDM Financial Group
Texas
$10.4K