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Schwab U.S Small- Cap ETF
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Overview Fund Activity

926 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 343 increasing their positions, 383 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
-13
Holders Change %
-1.38%
% of All Funds
14.82%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.01%
New
71
Increased
343
Reduced
383
Closed
64
Calls
$3.07M
Puts
$830K
Net Calls
+$2.24M
Net Calls Change
+$671K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$27.4M
2
Bank of America
Bank of America
North Carolina
+$21.3M
3
FFN
Focus Financial Network
Minnesota
+$12.2M
4
Jane Street
Jane Street
New York
+$11.8M
5
Ameriprise
Ameriprise
Minnesota
+$10.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$113M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$56.9M
3
TCM
Tradewinds Capital Management
Washington
-$27.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$25.5M
5
AT
American Trust
Kentucky
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
251
Raymond James & Associates
Florida
$2.48M -$129K -6,132 -5%
KHC
252
Koesten Hirschmann & Crabtree
Kansas
$2.48M +$128K +6,120 +5%
American Century Companies
253
American Century Companies
Missouri
$2.47M -$1.5M -71,736 -38%
EW
254
Element Wealth
Mississippi
$2.47M -$66.5K -3,174 -3%
CAG
255
Compass Advisory Group
New York
$2.46M -$20.5K -980 -0.8%
HG
256
Harbor Group
New Hampshire
$2.45M -$8.13K -388 -0.3%
CAG
257
Curtis Advisory Group
California
$2.41M +$242K +11,538 +11%
PFT
258
Providence First Trust
Arizona
$2.38M +$70.6K +3,368 +3%
PA
259
Pinnacle Associates
New York
$2.36M +$65.5K +3,126 +3%
EFS
260
Econ Financial Services
Pennsylvania
$2.36M +$2.36M +112,450 New
NB
261
NBT Bank
New York
$2.34M -$332K -15,822 -12%
LCM
262
Leisure Capital Management
California
$2.33M +$101K +4,826 +5%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$2.33M +$1.8M +85,794 +341%
MFT
264
Moisand Fitzgerald Tamayo
Florida
$2.31M -$493K -23,494 -18%
FIC
265
Family Investment Center
Missouri
$2.31M +$12.7K +604 +0.6%
HSA
266
HBK Sorce Advisory
Pennsylvania
$2.3M -$2.5M -119,070 -52%
SAM
267
Smithbridge Asset Management
Pennsylvania
$2.29M -$170K -8,094 -7%
SWM
268
SeaCrest Wealth Management
New York
$2.27M -$24.4K -1,162 -1%
ML
269
McAdam LLC
Pennsylvania
$2.26M +$1.44M +68,558 +175%
AOWM
270
Alpha Omega Wealth Management
Virginia
$2.25M -$49.8K -2,376 -2%
BCWM
271
Bartlett & Co Wealth Management
Ohio
$2.24M -$44K -2,100 -2%
BC
272
Bartlett & Co
Ohio
$2.24M -$44K -2,100 -2%
WMWM
273
Whitaker-Myers Wealth Managers
Ohio
$2.22M -$552K -26,314 -20%
IRC
274
Investors Research Corp
Georgia
$2.22M -$68.2K -3,252 -3%
NCM
275
Next Capital Management
New York
$2.2M -$20.5K -976 -0.9%
9 10
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