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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 %
GFPC
951
Global Financial Private Client
Florida
$19.4K
ACA
952
American Capital Advisory
Idaho
$19.4K
TFGT
953
TS Financial Group (TSFG)
Illinois
$19K -$3.13K -130 -14%
National Bank of Canada
954
National Bank of Canada
Quebec, Canada
$18.4K
AIC
955
Archer Investment Corporation
Indiana
$18.3K +$11.3K +460 +162%
WWM
956
Wagner Wealth Management
South Carolina
$17.4K +$1.03K +42 +6%
PSB
957
Piscataqua Savings Bank
New Hampshire
$16.9K
CMAI
958
Capital Management Associates Inc
Minnesota
$16.1K -$5.83K -100 -27%
MCA
959
Maryland Capital Advisors
Maryland
$16.1K
HBW
960
Hazlett, Burt & Watson
West Virginia
$16K
Simplex Trading
961
Simplex Trading
Illinois
$16K +$16K +674 New
DI
962
DAGCO Inc
Ohio
$15.8K +$15.8K +642 New
JFG
963
JDM Financial Group
Texas
$15.3K +$3K +122 +24%
MSS
964
Mitchell Sinkler & Starr
Pennsylvania
$14.8K -$324K -13,140 -96%
HFS
965
Hantz Financial Services
Michigan
$13K -$14K -572 -52%
ATC
966
Adirondack Trust Company
New York
$12.9K
TSWM
967
Tyler-Stone Wealth Management
Ohio
$12.6K +$7.63K +310 +155%
IHWM
968
Iron Horse Wealth Management
Iowa
$12.3K
PA
969
Pineridge Advisors
Missouri
$12.3K
KWAG
970
Kiely Wealth Advisory Group
North Carolina
$12.3K
PO
971
Private Ocean
California
$12.3K +$738 +30 +6%
GWS
972
Glassman Wealth Services
Virginia
$12.1K -$1.58K -64 -12%
HT
973
Headlands Technologies
Illinois
$12.1K +$12.1K +492 New
HPC
974
HM Payson & Co
Maine
$11.6K -$7.98K -324 -41%
DF
975
DecisionPoint Financial
Arizona
$11.2K