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Schwab U.S Small- Cap ETF
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Overview Fund Activity

955 hedge funds and large institutions have $8.45B invested in Schwab U.S Small- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 370 increasing their positions, 379 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+29
Holders Change %
+3.13%
% of All Funds
15.06%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.03%
New
85
Increased
370
Reduced
379
Closed
48
Calls
$3.2M
Puts
$670K
Net Calls
+$2.53M
Net Calls Change
+$283K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$53.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$26.8M
3
Charles Schwab
Charles Schwab
California
+$19.8M
4
Cerity Partners
Cerity Partners
New York
+$14.9M
5
AG
Appleton Group
Wisconsin
+$10.7M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$64.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$48.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$27M
4
H
HoyleCohen
California
-$15.5M
5
NYLIM
New York Life Investment Management
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
276
EP Wealth Advisors
California
$2.27M -$8.44M -118,404 -79%
FIC
277
Family Investment Center
Missouri
$2.22M -$190K -8,678 -8%
American Century Companies
278
American Century Companies
Missouri
$2.21M -$366K -16,728 -14%
PGFC
279
Peapack-Gladstone Financial Corp
New Jersey
$2.21M +$55.6K +2,538 +3%
SIA
280
Sage Investment Advisers
New York
$2.2M +$132K +6,024 +6%
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$2.2M +$1.07M +49,020 +95%
CCA
282
Cobblestone Capital Advisors
New York
$2.19M -$27.7K -1,264 -1%
WP
283
WealthShield Partners
North Carolina
$2.18M +$41.6K +1,898 +2%
JPLA
284
Joseph P. Lucia & Associates
New York
$2.17M -$67.4K -3,076 -3%
Bank of Montreal
285
Bank of Montreal
Ontario, Canada
$2.15M -$102K -4,632 -5%
TSWM
286
Triangle Securities Wealth Management
North Carolina
$2.15M -$40.8K -1,862 -2%
DWM
287
Destination Wealth Management
California
$2.14M -$649K -29,616 -23%
Wealthfront Advisers
288
Wealthfront Advisers
California
$2.13M +$53.6K +2,448 +3%
PFM
289
Phillips Financial Management
Indiana
$2.13M +$7.49K +342 +0.4%
William Blair & Company
290
William Blair & Company
Illinois
$2.12M +$56.2K +2,566 +3%
BCI
291
Brinker Capital Investments
Pennsylvania
$2.11M +$521K +23,768 +33%
OPS
292
Orion Portfolio Solutions
Nebraska
$2.11M +$521K +23,768 +33%
HA
293
HC Advisors
Georgia
$2.1M +$65.3K +2,980 +3%
MFT
294
Moisand Fitzgerald Tamayo
Florida
$2.09M -$323K -14,746 -13%
CA
295
Continuum Advisory
Idaho
$2.09M +$25.8K +1,178 +1%
EFG
296
Everhart Financial Group
Ohio
$2.05M -$186K -10,450 -8%
WMWM
297
Whitaker-Myers Wealth Managers
Ohio
$2.02M -$302K -13,794 -13%
CFGSD
298
Compass Financial Group (South Dakota)
South Dakota
$2.01M +$723K +33,020 +56%
SBH
299
Segall Bryant & Hamill
Illinois
$2M +$148K +6,738 +8%
VCM
300
Vivaldi Capital Management
Illinois
$1.98M +$116K +5,296 +6%
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