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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 %
JGCM
376
Joseph Group Capital Management
Ohio
$1.29M -$123K -5,610 -9%
GWM
377
Greenhouse Wealth Management
Connecticut
$1.28M +$3.55K +162 +0.3%
MIA
378
Milestone Investment Advisors
Wisconsin
$1.27M – – –
CWM
379
Campbell Wealth Management
Virginia
$1.27M -$9.42K -430 -0.7%
PWMAG
380
Pinnacle Wealth Management Advisory Group
New Jersey
$1.25M +$2.54K +116 +0.2%
PCMC
381
Private Capital Management (Colorado)
Colorado
$1.24M -$195K -8,896 -14%
WPA
382
West Paces Advisors
Georgia
$1.23M -$274K -12,508 -18%
ICG
383
InterOcean Capital Group
Tennessee
$1.23M -$32.5K -1,484 -3%
WT
384
Whittier Trust
California
$1.21M -$312K -14,234 -20%
CFG
385
Cooper Financial Group
California
$1.2M -$105K -4,814 -8%
ACG
386
Allen Capital Group
Nebraska
$1.2M +$113K +5,144 +10%
VCM
387
Virtue Capital Management
Tennessee
$1.2M +$1.2M +55,168 New
BJL
388
Brighton Jones LLC
Washington
$1.19M +$51.2K +2,338 +4%
BPWM
389
Badgley Phelps Wealth Managers
Washington
$1.19M -$70.6K -3,224 -6%
WCM
390
Wisconsin Capital Management
Wisconsin
$1.18M – – –
CS
391
Crescent Sterling
Louisiana
$1.18M +$112K +5,118 +10%
AWS
392
Atria Wealth Solutions
New York
$1.16M +$167K +7,638 +17%
HI
393
Harbour Investments
Wisconsin
$1.16M +$17.9K +816 +2%
SWA
394
Stratos Wealth Advisors
Ohio
$1.15M -$28.3K -1,290 -2%
PCM
395
Passive Capital Management
Maryland
$1.14M +$11.9K +542 +1%
BI
396
Berkeley Inc
Idaho
$1.14M +$2.32K +106 +0.2%
LWM
397
Laidlaw Wealth Management
New York
$1.14M -$75.8K -3,460 -6%
FBB
398
Fulton Breakefield Broenniman
Maryland
$1.13M -$15.9K -726 -1%
PSCM
399
Per Stirling Capital Management
Texas
$1.13M +$35.5K +1,620 +3%
WIM
400
Warwick Investment Management
Texas
$1.13M +$102K +4,666 +10%
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