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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 %
CAL
376
Capital Analysts LLC
Pennsylvania
$1.22M +$60.3K +2,880 +5%
MIA
377
Milestone Investment Advisors
Wisconsin
$1.22M +$33.6K +1,602 +3%
GWM
378
Greenhouse Wealth Management
Connecticut
$1.22M +$3.19K +152 +0.3%
BPWM
379
Badgley Phelps Wealth Managers
Washington
$1.21M +$97.9K +4,668 +9%
ICG
380
InterOcean Capital Group
Tennessee
$1.21M +$107K +5,092 +10%
PWMAG
381
Pinnacle Wealth Management Advisory Group
New Jersey
$1.19M +$95.2K +4,542 +9%
HFP
382
Holistic Financial Partners
Indiana
$1.17M -$5.56M -265,224 -83%
SAM
383
Summit Asset Management
Tennessee
$1.16M -$31.2K -1,486 -3%
AWA
384
Arete Wealth Advisors
Illinois
$1.16M +$8.85K +422 +0.8%
LWM
385
Laidlaw Wealth Management
New York
$1.16M -$25.6K -1,220 -2%
TCM
386
Tradewinds Capital Management
Washington
$1.15M -$27.2M -1,295,116 -96%
Northern Trust
387
Northern Trust
Illinois
$1.15M +$840K +40,058 +272%
WCM
388
Wisconsin Capital Management
Wisconsin
$1.13M -$210K -10,000 -16%
SWA
389
Stratos Wealth Advisors
Ohio
$1.13M -$24.5K -1,170 -2%
JWS
390
Juncture Wealth Strategies
Arizona
$1.12M +$324K +15,478 +41%
TSS
391
Two Sigma Securities
New York
$1.11M +$1.11M +52,808 New
FBB
392
Fulton Breakefield Broenniman
Maryland
$1.1M -$191K -9,092 -15%
MCM
393
Mitchell Capital Management
Kansas
$1.1M +$152K +7,254 +16%
SWP
394
Stratos Wealth Partners
Ohio
$1.1M -$21.6K -1,030 -2%
HI
395
Harbour Investments
Wisconsin
$1.09M -$120K -5,722 -10%
BJL
396
Brighton Jones LLC
Washington
$1.09M +$33.8K +1,614 +3%
BI
397
Berkeley Inc
Idaho
$1.09M -$37.9K -1,806 -3%
SW
398
SVB Wealth
Massachusetts
$1.09M +$116K +5,532 +12%
PCM
399
Passive Capital Management
Maryland
$1.08M -$41.8K -1,992 -4%
Susquehanna International Group
400
Susquehanna International Group
Pennsylvania
$1.08M -$1.06M -50,458 -50%
14 15
16
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