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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 %
GRP
326
Global Retirement Partners
California
$1.57M +$318K +15,726 +25%
BP
327
BCK Partners
New York
$1.56M -$188K -8,968 -11%
SIG
328
Spinnaker Investment Group
California
$1.56M -$275K -13,134 -15%
SB
329
Strategic Blueprint
Georgia
$1.55M -$721K -34,410 -32%
LF
330
Lee Financial
Texas
$1.55M +$60.8K +2,900 +4%
EWM
331
Elmwood Wealth Management
California
$1.55M -$14K -670 -0.9%
OPS
332
Orion Portfolio Solutions
Nebraska
$1.52M +$471K +22,476 +45%
BCI
333
Brinker Capital Investments
Pennsylvania
$1.52M +$1.52M +72,600 New
CCWA
334
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M -$1.92M -91,810 -56%
IDA
335
Intelligence Driven Advisers
California
$1.51M -$489K -24,012 -24%
BRWA
336
B. Riley Wealth Advisors
Florida
$1.5M -$598K -28,522 -29%
SCP
337
Stevens Capital Partners
Nebraska
$1.5M -$6.84K -326 -0.5%
BAM
338
Baldrige Asset Management
Pennsylvania
$1.5M +$17.4K +828 +1%
MCM
339
Mainstay Capital Management
Michigan
$1.5M +$8.51K +406 +0.6%
ISWM
340
Independent Solutions Wealth Management
New York
$1.47M -$64.4K -3,074 -4%
DSC
341
Duncker Streett & Co
Missouri
$1.47M -$5.74K -274 -0.4%
HWMG
342
Hurlow Wealth Management Group
Indiana
$1.47M -$15K -714 -1%
AIA
343
Arcadia Investment Advisors
Idaho
$1.46M – – –
CFS
344
CRA Financial Services
New Jersey
$1.46M +$11K +526 +0.8%
WT
345
Whittier Trust
California
$1.46M -$342K -16,324 -19%
LHEI
346
Leo H. Evart Inc
California
$1.45M -$138K -6,576 -9%
SPFA
347
Summit Place Financial Advisors
New Jersey
$1.45M +$57.2K +2,726 +4%
KAS
348
Kestra Advisory Services
Texas
$1.44M +$34.8K +1,660 +2%
WPA
349
West Paces Advisors
Georgia
$1.44M +$206K +9,806 +17%
GWWM
350
Great Waters Wealth Management
Minnesota
$1.43M -$51.2K -2,458 -3%
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