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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 %
EWA
976
EverSource Wealth Advisors
Alabama
$11K -$11.6K -502 -51%
RA
977
Rise Advisors
New York
$9.87K
IGWM
978
ICA Group Wealth Management
Colorado
$9.87K +$9.87K +400 New
GI
979
GS Investments
Minnesota
$9.85K -$394 -16 -4%
AWM
980
Aberdeen Wealth Management
Illinois
$9.85K
NG
981
NWK Group
California
$9.65K -$788 -32 -8%
WIM
982
Westside Investment Management
California
$9.65K
CMA
983
Cedar Mountain Advisors
Oregon
$9.45K
BCA
984
Bray Capital Advisors
Florida
$9.36K
BF
985
BOK Financial
Oklahoma
$9.08K
HCM
986
Horrell Capital Management
Arkansas
$9K
BlackRock
987
BlackRock
New York
$8.62K +$8.17K +332 +1,844%
OCM
988
Orion Capital Management
California
$8.57K
FFWM
989
Future Financial Wealth Management
Ohio
$8.37K +$8.37K +340 New
RP
990
Rice Partnership
Hawaii
$8.22K +$8.22K +334 New
TCA
991
Trifecta Capital Advisors
Illinois
$8.05K +$4.94K +200 +159%
NS
992
NBC Securities
Alabama
$8K
AW
993
Avion Wealth
Texas
$8K
First Manhattan
994
First Manhattan
New York
$7.98K +$7.39K +300 +1,250%
CB
995
CNB Bank
Pennsylvania
$7.78K +$7.78K +316 New
BAM
996
Bellevue Asset Management
Washington
$7.29K
BLC
997
Brown, Lisle/Cummings
Rhode Island
$6.89K
CPG
998
Custom Portfolio Group
Colorado
$6.11K
HDIM
999
Hanson & Doremus Investment Management
Vermont
$6K
CJH
1000
Christopher J. Hasenberg
Wisconsin
$5.91K +$5.91K +240 New