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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 %
FHA
876
First Horizon Advisors
Tennessee
$18.1K -$17.4K -796 -49%
BWM
877
Baystate Wealth Management
Massachusetts
$18.1K +$44 +2 +0.2%
MFA
878
McClarren Financial Advisors
Pennsylvania
$18K +$17.2K +792 +2,084%
WT
879
Washington Trust
Rhode Island
$17.9K
ACA
880
Atlas Capital Advisors
Wyoming
$17.6K -$4.95K -226 -22%
GFPC
881
Global Financial Private Client
Florida
$17.5K
SWA
882
SOA Wealth Advisors
New York
$17.4K
WOSD
883
WFA of San Diego
California
$17.2K +$17.2K +786 New
TFA
884
Transamerica Financial Advisors
Florida
$17K
ST
885
Smithfield Trust
Pennsylvania
$17K +$17K +780 New
PO
886
Private Ocean
California
$16.5K +$10.3K +472 +169%
GTAM
887
Global Trust Asset Management
Florida
$15.3K +$15.3K +700 New
OA
888
Operose Advisors
Wisconsin
$14.9K
TCM
889
TD Capital Management
Tennessee
$14.8K
MCA
890
Maryland Capital Advisors
Maryland
$14.3K
HBW
891
Hazlett, Burt & Watson
West Virginia
$14K
HFS
892
Hantz Financial Services
Michigan
$13K
GI
893
GS Investments
Minnesota
$12.4K -$350 -16 -3%
ATC
894
Adirondack Trust Company
New York
$12.1K
WWM
895
Wagner Wealth Management
South Carolina
$11.7K +$1.01K +46 +9%
GI
896
Gradient Investments
Minnesota
$11.3K +$3.9K +178 +53%
YAL
897
Your Advocates Ltd
Texas
$11.1K -$201K -9,170 -95%
Simplex Trading
898
Simplex Trading
Illinois
$11K -$27.7K -1,344 -72%
VF
899
VitalStone Financial
Texas
$11K +$11K +524 New
JFG
900
JDM Financial Group
Texas
$11K