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Schwab U.S Small- Cap ETF
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Overview Fund Activity

939 hedge funds and large institutions have $9.12B invested in Schwab U.S Small- Cap ETF in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 382 increasing their positions, 316 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+74
Holders Change %
+8.55%
% of All Funds
15.15%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.13%
New
143
Increased
382
Reduced
316
Closed
49
Calls
$1.84M
Puts
$267K
Net Calls
+$1.57M
Net Calls Change
+$159K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$92.1M
2
TCM
Tradewinds Capital Management
Washington
+$27.1M
3
CSIA
Charles Schwab Investment Advisory
California
+$24.6M
4
PCA
Personal Capital Advisors
California
+$20.5M
5
Ameriprise
Ameriprise
Minnesota
+$17.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$88.7M
2
AWA
Arete Wealth Advisors
Illinois
-$79.2M
3
SEI Investments
SEI Investments
Pennsylvania
-$11.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$9.39M
5
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$8.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
226
Lodestar Private Asset Management
California
$2.95M +$2.95M +145,464 New
IAIM
227
International Assets Investment Management
Florida
$2.94M +$2.94M +103,422 New
TIM
228
Tortoise Investment Management
New York
$2.93M +$255K +12,610 +10%
LWAC
229
Laurel Wealth Advisors (California)
California
$2.92M -$1.37M -67,712 -32%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$2.91M +$492K +24,280 +20%
WA
231
Wealth Architects
California
$2.9M +$7.86K +388 +0.3%
GPFA
232
Game Plan Financial Advisors
Ohio
$2.8M -$2.88K -142 -0.1%
AWM
233
Adams Wealth Management
Utah
$2.79M -$507K -25,048 -15%
PAG
234
Powers Advisory Group
Illinois
$2.77M -$8.18K -404 -0.3%
CNFG
235
Creegan & Nassoura Financial Group
New Hampshire
$2.73M +$4.05K +200 +0.1%
CCM
236
Coldstream Capital Management
Washington
$2.73M +$2.73M +134,720 New
SM
237
Sensible Money
Arizona
$2.71M +$2.71M +133,900 New
MFT
238
Moisand Fitzgerald Tamayo
Florida
$2.71M -$1.03M -50,676 -27%
VCM
239
Vision Capital Management
Oregon
$2.7M -$20.4K -1,006 -0.7%
WMWM
240
Whitaker-Myers Wealth Managers
Ohio
$2.68M +$2.68M +132,302 New
SFG
241
Sunburst Financial Group
Alabama
$2.68M +$1.23M +60,956 +86%
PFA
242
Petra Financial Advisors
Colorado
$2.67M +$2.67M +131,736 New
CAAM
243
Cornerstone Advisors Asset Management
Pennsylvania
$2.64M +$1.79M +88,532 +212%
OF
244
Outfitter Financial
Maine
$2.61M -$13.7K -678 -0.5%
PWM
245
Perigon Wealth Management
California
$2.6M +$36.6K +1,806 +1%
SWM
246
Southern Wealth Management
Texas
$2.58M -$257K -12,666 -9%
NB
247
NBT Bank
New York
$2.58M -$946K -46,688 -27%
CAG
248
Compass Advisory Group
New York
$2.57M -$2.01M -92,750 -44%
EFG
249
Everhart Financial Group
Ohio
$2.56M -$28K -1,380 -1%
DFA
250
DHJJ Financial Advisors
Illinois
$2.54M -$519K -25,728 -17%
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