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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 %
WPA
376
West Paces Advisors
Georgia
$1.19M -$405K -20,016 -25%
JCIA
377
Jackson Creek Investment Advisors
Colorado
$1.18M +$41.2K +2,032 +4%
AWM
378
Avior Wealth Management
Nebraska
$1.18M -$38.4K -1,894 -3%
GWM
379
Greenhouse Wealth Management
Connecticut
$1.17M +$4.74K +234 +0.4%
HI
380
Harbour Investments
Wisconsin
$1.17M -$371K -18,324 -24%
PA
381
Parallel Advisors
California
$1.15M -$59.3K -2,928 -5%
SAM
382
Summit Asset Management
Tennessee
$1.15M -$131K -6,472 -10%
MIA
383
Milestone Investment Advisors
Wisconsin
$1.15M +$1.15M +56,598 New
LWM
384
Laidlaw Wealth Management
New York
$1.15M +$23.5K +1,162 +2%
MSWMA
385
Market Street Wealth Management Advisors
Indiana
$1.14M -$1.37M -67,626 -55%
CAL
386
Capital Analysts LLC
Pennsylvania
$1.12M +$15.8K +778 +1%
SWA
387
Stratos Wealth Advisors
Ohio
$1.12M +$6.24K +308 +0.6%
CAP
388
Columbia Advisory Partners
Washington
$1.1M -$86.4K -4,268 -7%
BI
389
Berkeley Inc
Idaho
$1.09M -$2.88K -142 -0.3%
PCM
390
Passive Capital Management
Maryland
$1.08M +$15.1K +744 +1%
SWP
391
Stratos Wealth Partners
Ohio
$1.08M -$58.9K -2,906 -5%
GC
392
Grimes & Company
Massachusetts
$1.08M +$91K +4,494 +9%
BPWM
393
Badgley Phelps Wealth Managers
Washington
$1.07M +$1.07M +52,896 New
TWM
394
Thrive Wealth Management
Pennsylvania
$1.07M +$109K +5,374 +11%
BCM
395
Boltwood Capital Management
California
$1.07M +$151K +7,444 +16%
ICG
396
InterOcean Capital Group
Tennessee
$1.06M +$478K +23,616 +82%
PWMAG
397
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M -$2.84K -140 -0.3%
KNFPWM
398
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.03M +$1.03M +50,984 New
SG
399
StoneX Group
New York
$1.03M +$63K +3,106 +7%
BJL
400
Brighton Jones LLC
Washington
$1.02M -$409K -20,216 -29%
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