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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 %
IHWM
876
Iron Horse Wealth Management
Iowa
$10.4K +$10.4K +500 New
GWS
877
Glassman Wealth Services
Virginia
$10.2K
JFGIW
878
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K +$1.41K +68 +16%
DF
879
DecisionPoint Financial
Arizona
$9.94K +$9.94K +480 New
FAM
880
Flaharty Asset Management
Florida
$9.15K +$9.15K +442 New
BFO
881
Biltmore Family Office
North Carolina
$8.95K +$8.95K +432 New
NG
882
NWK Group
California
$8.78K
AWM
883
Aberdeen Wealth Management
Illinois
$8.28K
WIM
884
Westside Investment Management
California
$8.12K
CMA
885
Cedar Mountain Advisors
Oregon
$7.95K -$83 -4 -1%
PO
886
Private Ocean
California
$7.74K -$7.82K -378 -50%
TFG
887
Team Financial Group
California
$7.59K +$7.59K +366 New
BL
888
Balentine LLC
Georgia
$7.5K
YAL
889
Your Advocates Ltd
Texas
$7.23K -$3.18K -154 -31%
BF
890
BOK Financial
Oklahoma
$7.21K +$6.74K +348 +1,450%
OCM
891
Orion Capital Management
California
$7.21K +$7.21K +348 New
HCM
892
Horrell Capital Management
Arkansas
$7K
BAM
893
Bellevue Asset Management
Washington
$6.13K
EWM
894
EPG Wealth Management
Georgia
$6.05K
NS
895
NBC Securities
Alabama
$6K +$6K +334 New
JFA
896
JNBA Financial Advisors
Minnesota
$5.88K
AIC
897
Archer Investment Corporation
Indiana
$5.88K
BLC
898
Brown, Lisle/Cummings
Rhode Island
$5.8K
NC
899
NewSquare Capital
Pennsylvania
$5.14K -$34.3K -1,658 -87%
HDIM
900
Hanson & Doremus Investment Management
Vermont
$5K