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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 %
ACM
151
Advisors Capital Management
New Jersey
$6.1M +$1.58M +64,368 +35%
FF
152
Friedenthal Financial
New Jersey
$5.92M -$177K -7,176 -3%
HFS
153
Horizon Financial Services
North Carolina
$5.86M -$1M -40,816 -15%
TC
154
TownSquare Capital
Utah
$5.85M +$1.22M +49,694 +26%
NRI
155
NFP Retirement Inc
California
$5.84M -$257K -10,448 -4%
CWA
156
Consilium Wealth Advisory
Texas
$5.79M -$2.26M -91,900 -28%
OWM
157
Orgel Wealth Management
Wisconsin
$5.77M -$1.06M -42,924 -15%
SWM
158
Sculati Wealth Management
Michigan
$5.74M -$47.2K -1,918 -0.8%
BWM
159
BCS Wealth Management
Tennessee
$5.66M -$37.9K -1,540 -0.7%
GCP
160
Gill Capital Partners
Colorado
$5.63M +$104K +4,530 +2%
AAIM
161
Asset Advisors Investment Management
Georgia
$5.59M -$824K -33,480 -13%
PS
162
Planned Solutions
California
$5.51M +$56.6K +2,298 +1%
TYCC
163
Texas Yale Capital Corp
Florida
$5.44M +$163K +6,610 +3%
DW
164
Dodds Wealth
Colorado
$5.42M +$921K +37,394 +20%
PMG
165
ProVise Management Group
Florida
$5.41M -$820K -33,306 -13%
MCM
166
MAI Capital Management
Ohio
$5.4M +$709K +28,800 +15%
AFP
167
Ausdal Financial Partners
Iowa
$5.38M +$43.7K +1,776 +0.8%
KCPG
168
Kavar Capital Partners Group
Kansas
$5.37M -$5.29M -214,926 -50%
PCG
169
Prosperity Consulting Group
Maryland
$5.36M -$626K -25,424 -10%
ATWA
170
Arbor Trust Wealth Advisors
Michigan
$5.33M +$280K +11,844 +6%
MBI
171
May Barnhard Investments
Maryland
$5.28M +$530K +21,522 +11%
MWM
172
Modera Wealth Management
New Jersey
$5.27M -$62.7K -2,548 -1%
GWM
173
Geneos Wealth Management
Colorado
$5.23M +$5M +203,000 +2,151%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$5.2M +$988K +40,120 +23%
CCM
175
Chilton Capital Management
Texas
$5.09M +$1.02M +41,354 +25%