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Schwab U.S Small- Cap ETF

1,051 hedge funds and large institutions have $9.58B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
+111
Holders Change %
+11.81%
% of All Funds
15.41%
Holding in Top 10
70
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.67%
% of All Funds
1.03%
New
167
Increased
406
Reduced
360
Closed
47
Calls
$2.3M
Puts
$1.63M
Net Calls
+$672K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
1076
Stonebridge Capital Advisors
Minnesota
-$110K -5,304 Closed
Bessemer Group
1077
Bessemer Group
New Jersey
-$100K -4,814 Closed
RCA
1078
Reitz Capital Advisors
Michigan
-$67.5K -3,372 Closed
VC
1079
Vestor Capital
Illinois
-$63K -3,026 Closed
IWP
1080
IAG Wealth Partners
Wisconsin
-$59.4K -2,866 Closed
VAG
1081
VisionPoint Advisory Group
Texas
-$50.4K -2,434 Closed
RIA
1082
Realta Investment Advisors
Delaware
-$26.5K -1,208 Closed
AWA
1083
Authentikos Wealth Advisory
California
-$16.5K -798 Closed
WFA
1084
WestHill Financial Advisors
California
-$15.8K -764 Closed
FAM
1085
Flaharty Asset Management
Florida
-$9.15K -442 Closed
BFO
1086
Biltmore Family Office
North Carolina
-$8.95K -432 Closed
JFA
1087
JNBA Financial Advisors
Minnesota
-$5.88K -284 Closed
MAWA
1088
Moss Adams Wealth Advisors
Washington
-$4.49K -216 Closed
CT
1089
Cambridge Trust
Massachusetts
-$4.31K -208 Closed
HCM
1090
Hollencrest Capital Management
California
-$3.41K -164 Closed
CWP
1091
Concord Wealth Partners
Virginia
-$3.14K -152 Closed
RP
1092
Rice Partnership
Hawaii
-$2.3K -112 Closed
BWP
1093
Baldwin Wealth Partners
Massachusetts
-$1.33K -64 Closed
CCMI
1094
Creative Capital Management Investments
California
-$994 -48 Closed
AssetMark Inc
1095
AssetMark Inc
California
-$911 -44 Closed
FCAS
1096
First Command Advisory Services
Texas
-$456 -22 Closed
PCTC
1097
Perkins Coie Trust Company
Washington
-$372 -18 Closed
Legacy Financial Group (Iowa)
1098
Legacy Financial Group (Iowa)
Iowa
-$207 -10 Closed
BNP Paribas Financial Markets
1099
BNP Paribas Financial Markets
France
-$124 -6 Closed