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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 %
ZF
401
Zhang Financial
Michigan
$1.02M +$100K +4,940 +11%
PSCM
402
Per Stirling Capital Management
Texas
$1.02M +$1.02M +50,462 New
AWM
403
Abound Wealth Management
Tennessee
$1.02M +$7.05K +348 +0.7%
OPS
404
Orion Portfolio Solutions
Nebraska
$1.02M +$390K +19,270 +62%
LFA
405
Laraway Financial Advisors
Minnesota
$1.01M +$55.2K +2,726 +6%
BWM
406
Boyd Wealth Management
California
$1M -$77.2K -3,812 -7%
MMHP
407
Murphy Middleton Hinkle & Parker
Georgia
$999K -$3.4K -168 -0.3%
GCA
408
Gradient Capital Advisors
California
$987K +$61.9K +3,056 +7%
NGA
409
Naples Global Advisors
Florida
$983K -$5.55K -274 -0.6%
MCM
410
Mengis Capital Management
Oregon
$978K -$31K -1,534 -3%
KWM
411
Kingsview Wealth Management
Oregon
$976K +$68.8K +3,398 +8%
FPCG
412
Fort Pitt Capital Group
Pennsylvania
$973K +$973K +48,018 New
PWW
413
Pettyjohn Wood & White
Virginia
$972K +$4.05K +200 +0.4%
HCM
414
Hengehold Capital Management
Ohio
$962K +$372K +18,384 +63%
GIA
415
Gladstone Institutional Advisory
Florida
$959K -$54.6K -2,694 -5%
OC
416
Oarsman Capital
Wisconsin
$957K -$7.49K -370 -0.8%
PIA
417
Panoramic Investment Advisors
Colorado
$956K +$956K +47,196 New
SSWM
418
Sheets Smith Wealth Management
North Carolina
$953K +$3.81K +188 +0.4%
SW
419
SVB Wealth
Massachusetts
$937K +$675K +33,314 +258%
SFG
420
SNS Financial Group
Minnesota
$933K -$12.3K -606 -1%
SHJ
421
Sharkey, Howes & Javer
Colorado
$933K -$94.3K -4,656 -9%
RPG
422
Resource Planning Group
Georgia
$930K -$122K -6,026 -12%
RC
423
Roundview Capital
New Jersey
$927K +$48.4K +2,388 +6%
MA
424
Mutual Advisors
Nebraska
$924K -$426K -21,048 -32%
MG
425
MilWealth Group
Wisconsin
$920K – – –
15 16
17
18 19