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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 %
EL
101
Essex LLC
Illinois
$9.56M +$364K +14,782 +4%
AFA
102
American Financial Advisors
Georgia
$9.32M +$211K +8,584 +2%
MTC
103
Matrix Trust Company
Colorado
$9.24M -$231K -9,378 -2%
Truist Financial
104
Truist Financial
North Carolina
$9.17M -$190K -7,702 -2%
CFMC
105
Curbstone Financial Management Corp
New Hampshire
$9.04M +$47.3K +1,920 +0.5%
CPIG
106
Chicago Partners Investment Group
Illinois
$8.93M +$747K +32,008 +9%
CICC
107
Capital Investment Counsel (Colorado)
Colorado
$8.77M +$3.65M +148,254 +71%
LFS
108
Lutz Financial Services
Nebraska
$8.67M -$28K -1,136 -0.3%
DP
109
Denver PWM
Colorado
$8.6M +$102K +4,254 +1%
BFG
110
Bouchey Financial Group
New York
$8.52M -$175K -7,124 -2%
SIC
111
Salem Investment Counselors
North Carolina
$8.39M +$167K +6,794 +2%
PIMG
112
Patriot Investment Management Group
Tennessee
$8.24M +$230K +9,322 +3%
CMP
113
Courage Miller Partners
Virginia
$8.17M +$207K +8,388 +3%
SFWC
114
Strategic Family Wealth Counselors
New Jersey
$8.14M +$586K +23,804 +8%
SWA
115
Sightline Wealth Advisors
Connecticut
$8.13M +$347K +14,110 +4%
FCI
116
Financial Counselors Inc
Kansas
$7.95M -$99.6K -4,044 -1%
AIM
117
Athena Investment Management
California
$7.89M +$30.6K +1,244 +0.4%
WTC
118
WhitTier Trust Company
Nevada
$7.77M -$111K -4,526 -1%
Stifel Financial
119
Stifel Financial
Missouri
$7.64M +$358K +14,540 +5%
WT
120
Whittier Trust
California
$7.64M -$618K -25,088 -7%
SLT
121
St Louis Trust
Missouri
$7.63M -$174K -7,076 -2%
ACM
122
Anfield Capital Management
California
$7.57M +$3.93M +159,432 +108%
MTIC
123
Missouri Trust & Investment Company
Missouri
$7.45M -$152K -6,190 -2%
MFC
124
Morris Financial Concepts
South Carolina
$7.44M -$729K -29,606 -9%
DB
125
Dravo Bay
Delaware
$7.44M +$469K +19,046 +7%