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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 %
GI
1026
GAMMA Investing
California
$1.88K +$1.88K +76 New
MSFP
1027
Mark Sheptoff Financial Planning
Connecticut
$1.87K
TF
1028
Tompkins Financial
New York
$1.28K
CPBTD
1029
Central Pacific Bank - Trust Division
Hawaii
$1.27K +$1.27K +52 New
AFWM
1030
Abich Financial Wealth Management
Virginia
$1.23K
SIM
1031
Studio Investment Management
Illinois
$1.18K +$1.18K +48 New
VWA
1032
Valued Wealth Advisors
Utah
$1K
SC
1033
Stephens Consulting
Michigan
$887
MIM
1034
Macroview Investment Management
Maryland
$724
MFG
1035
Mendota Financial Group
Wisconsin
$591
JFGIW
1036
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$493 -$417K -16,932 -100%
GTAM
1037
Global Trust Asset Management
Florida
$394
MAWCM
1038
Mine & Arao Wealth Creation & Management
California
$251
CA
1039
Crewe Advisors
Utah
$99
NC
1040
NewSquare Capital
Pennsylvania
$98 -$686 -28 -88%
FFA
1041
Frazier Financial Advisors
Ohio
$50
YAL
1042
Your Advocates Ltd
Texas
$33
FM
1043
Family Management
New York
$20 -$19
VWM
1044
Valley Wealth Managers
New Jersey
$7
1832 Asset Management
1045
1832 Asset Management
Ontario, Canada
-$56.3M -2,385,314 Closed
BWA
1046
BlueSky Wealth Advisors
North Carolina
-$19M -802,294 Closed
GBWM
1047
Granite Bay Wealth Management
New Hampshire
-$16.3M -769,784 Closed
TI
1048
Tidal Investments
Wisconsin
-$14.8M -625,056 Closed
CWM
1049
Curi Wealth Management
North Carolina
-$12.4M -523,564 Closed
MWM
1050
Meridian Wealth Management
Kentucky
-$10.6M -447,316 Closed