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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 %
EWM
1001
EPG Wealth Management
Georgia
$5.86K
SIS
1002
Sound Income Strategies
Florida
$5.76K -$4.43K -180 -43%
MBFW
1003
Morton Brown Family Wealth
Pennsylvania
$5.47K
GWSG
1004
GPS Wealth Strategies Group
Colorado
$5.32K
HWA
1005
Heritage Wealth Advisors
Virginia
$5.07K
UIA
1006
Ulland Investment Advisors
Minnesota
$5K -$21.5K -858 -81%
FP
1007
Financial Perspectives
Minnesota
$4.86K
GEA
1008
Glen Eagle Advisors
New Jersey
$4.79K -$4.79K -194 -50%
DAM
1009
Delta Asset Management
Tennessee
$4.63K
RIL
1010
Rothschild Investment LLC
Illinois
$4.43K
AA
1011
Atmos Advisory
Pennsylvania
$4.33K
AWM
1012
Atticus Wealth Management
Florida
$4.19K +$4.09K +166 +4,150%
CSB
1013
City State Bank
Iowa
$4K
PCA
1014
Providence Capital Advisors
North Carolina
$3.94K -$32K -1,300 -89%
GGI
1015
Godsey & Gibb Inc
Virginia
$3.84K +$3.84K +156 New
FFA
1016
Founders Financial Alliance
North Carolina
$3.74K +$3.05K +124 +443%
DF
1017
Dunhill Financial
United Kingdom
$3.35K +$3.35K +136 New
WBC
1018
West Branch Capital
Massachusetts
$3.16K
HI
1019
Hoey Investments
Pennsylvania
$2.96K
AAP
1020
Arax Advisory Partners
Colorado
$2.71K
AFG
1021
Albion Financial Group
Utah
$2.46K
BL
1022
Balentine LLC
Georgia
$2.36K -$6.55K -266 -73%
WPWM
1023
Western Pacific Wealth Management
Illinois
$2.17K +$2.17K +88 New
OAJ
1024
Ogorek Anthony Joseph
New York
$2K
FMP
1025
Financial Management Professionals
Texas
$2K