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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 %
AWM
401
Abound Wealth Management
Tennessee
$1.08M +$23.4K +1,118 +2%
LFA
402
Laraway Financial Advisors
Minnesota
$1.07M +$26.9K +1,282 +3%
GC
403
Grimes & Company
Massachusetts
$1.07M -$44.3K -2,114 -4%
BCM
404
Boltwood Capital Management
California
$1.07M -$38.6K -1,842 -3%
Baird Financial Group
405
Baird Financial Group
Wisconsin
$1.05M -$3.71M -176,916 -78%
KFS
406
Kaizen Financial Strategies
California
$1.05M +$617K +29,424 +143%
MMHP
407
Murphy Middleton Hinkle & Parker
Georgia
$1.05M +$14.4K +688 +1%
PSCM
408
Per Stirling Capital Management
Texas
$1.05M -$10.9K -520 -1%
AFS
409
Access Financial Services
Minnesota
$1.05M +$459K +21,900 +78%
ACG
410
Allen Capital Group
Nebraska
$1.04M +$1.04M +49,730 New
PWW
411
Pettyjohn Wood & White
Virginia
$1.04M +$33.1K +1,580 +3%
MSWMA
412
Market Street Wealth Management Advisors
Indiana
$1.04M -$140K -6,656 -12%
CI
413
CX Institutional
Indiana
$1.04M +$1.04M +49,388 New
WIC
414
Woodmont Investment Counsel
Tennessee
$1.02M +$98.8K +4,714 +11%
CS
415
Crescent Sterling
Louisiana
$1.02M +$115K +5,484 +13%
SWM
416
Spire Wealth Management
Virginia
$1.02M +$814K +38,846 +400%
NGA
417
Naples Global Advisors
Florida
$1.02M -$2.39K -114 -0.2%
MCM
418
Mengis Capital Management
Oregon
$1.01M -$3.19K -152 -0.3%
SSWM
419
Sheets Smith Wealth Management
North Carolina
$991K +$5.16K +246 +0.5%
WIM
420
Warwick Investment Management
Texas
$983K +$191K +9,098 +24%
GCA
421
Gradient Capital Advisors
California
$977K -$44.9K -2,140 -4%
HCM
422
Hengehold Capital Management
Ohio
$973K -$22K -1,048 -2%
TWM
423
Thrive Wealth Management
Pennsylvania
$963K -$142K -6,784 -13%
AWS
424
Atria Wealth Solutions
New York
$953K +$199K +9,496 +26%
RC
425
Roundview Capital
New Jersey
$953K -$6.88K -328 -0.7%
15 16
17
18 19