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Schwab U.S Small- Cap ETF

1,042 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 406 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.11%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.9%
New
72
Increased
406
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K
Name Holding Trade Value Shares
Change
Shares
Change %
RG
926
Retirement Group
California
$37.7K
PP
927
PDS Planning
Ohio
$34.6K -$6.65K -270 -16%
NFSG
928
Newbridge Financial Services Group
Florida
$34.1K +$49 +2 +0.1%
Fifth Third Bancorp
929
Fifth Third Bancorp
Ohio
$34K -$87.6K -3,558 -72%
CIM
930
Contravisory Investment Management
Massachusetts
$31.5K +$6.06K +246 +24%
GI
931
Gradient Investments
Minnesota
$31.3K +$21.4K +868 +216%
AEPWM
932
Atlantic Edge Private Wealth Management
Florida
$30.2K
SWA
933
SOA Wealth Advisors
New York
$28.8K +$9.21K +374 +47%
FWM
934
FSA Wealth Management
Massachusetts
$28.4K -$11.7K -474 -29%
POIA
935
Pin Oak Investment Advisors
Texas
$27K
OA
936
Operose Advisors
Wisconsin
$26.8K +$10.1K +410 +60%
MWM
937
Mascoma Wealth Management
New Hampshire
$26.7K
FCA
938
FinTrust Capital Advisors
South Carolina
$26.3K +$98 +4 +0.4%
FCAS
939
First Command Advisory Services
Texas
$26.2K +$26.2K +1,066 New
HPIA
940
Hamilton Point Investment Advisors
North Carolina
$26.2K
Barclays
941
Barclays
United Kingdom
$26K
MRCM
942
M&R Capital Management
New Jersey
$24.6K -$21.5K -872 -47%
MSG
943
Main Street Group
Virginia
$24.1K +$2K +82 +9%
TCM
944
TD Capital Management
Tennessee
$23.5K
HF
945
Halpern Financial
Virginia
$21.7K -$482 -20 -2%
MFA
946
McClarren Financial Advisors
Pennsylvania
$21K +$100 +4 +0.5%
Franklin Resources
947
Franklin Resources
California
$20.7K
WT
948
Washington Trust
Rhode Island
$20.1K
LWA
949
Lowe Wealth Advisors
Maryland
$19.7K
AP
950
Aspect Partners
Virginia
$19.6K