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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 %
GWS
901
Glassman Wealth Services
Virginia
$10.8K -$38.5K -1,756 -78%
IF
902
Integrity Financial
Wyoming
$10.2K
PSB
903
Piscataqua Savings Bank
New Hampshire
$9.46K -$6.31K -288 -40%
NG
904
NWK Group
California
$9.29K
JFGIW
905
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.11K +$9.11K +416 New
AWM
906
Aberdeen Wealth Management
Illinois
$8.76K
WIM
907
Westside Investment Management
California
$8.59K
CMA
908
Cedar Mountain Advisors
Oregon
$8.5K
TAM
909
Tucker Asset Management
Colorado
$8.15K +$8.15K +372 New
HCM
910
Horrell Capital Management
Arkansas
$8K
BL
911
Balentine LLC
Georgia
$7.93K +$7.93K +362 New
IPW
912
Impact Partnership Wealth
Georgia
$7.2K +$7.2K +328 New
BAM
913
Bellevue Asset Management
Washington
$6.48K
EWM
914
EPG Wealth Management
Georgia
$6.4K
JFA
915
JNBA Financial Advisors
Minnesota
$6.22K
AIC
916
Archer Investment Corporation
Indiana
$6.22K +$6.22K +284 New
BLC
917
Brown, Lisle/Cummings
Rhode Island
$6.13K
NRC
918
New Republic Capital
North Carolina
$6.09K
HDIM
919
Hanson & Doremus Investment Management
Vermont
$5K
AA
920
Atmos Advisory
Pennsylvania
$4.91K
AAP
921
Arax Advisory Partners
Colorado
$4.76K +$44 +2 +0.9%
GWSG
922
GPS Wealth Strategies Group
Colorado
$4.73K -$6.39K -292 -57%
WAM
923
Worth Asset Management
Texas
$4.34K +$4.34K +198 New
FP
924
Financial Perspectives
Minnesota
$4.29K
DAM
925
Delta Asset Management
Tennessee
$4.12K