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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 %
MG
426
MilWealth Group
Wisconsin
$952K – – –
EPM
427
Elm Partners Management
Pennsylvania
$943K +$943K +45,000 New
KWM
428
Kingsview Wealth Management
Oregon
$933K -$76.7K -3,658 -8%
CAM
429
Cozad Asset Management
Illinois
$931K – – –
OC
430
Oarsman Capital
Wisconsin
$922K -$68K -3,242 -7%
WCWM
431
Wooster Corthell Wealth Management
Connecticut
$918K -$14K -666 -1%
IF
432
Ironwood Financial
Arizona
$915K +$40.1K +1,912 +5%
CWM
433
Cedar Wealth Management
California
$912K +$100K +4,768 +12%
SFG
434
SNS Financial Group
Minnesota
$911K -$54.7K -2,608 -6%
EFM
435
Eley Financial Management
Vermont
$900K -$39.8K -1,898 -4%
FNBT
436
FineMark National Bank & Trust
Florida
$897K -$29.1K -1,388 -3%
AFA
437
American Financial Advisors
Georgia
$895K +$299K +14,242 +50%
DWT
438
Dorsey & Whitney Trust
South Dakota
$884K – – –
VPIM
439
Vanguard Personalized Indexing Management
California
$882K +$882K +42,082 New
KJWM
440
Kiley Juergens Wealth Management
Washington
$879K +$16.2K +772 +2%
RTL
441
Red Tortoise LLC
Georgia
$879K -$377 -18 -0%
CAG
442
Csenge Advisory Group
Florida
$876K -$4.49K -214 -0.5%
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$875K -$405K -19,322 -32%
EAM
444
Evanson Asset Management
California
$873K +$1.13K +54 +0.1%
WBCM
445
Wilson & Boucher Capital Management
California
$868K +$84 +4 +0%
OCG
446
Opus Capital Group
Ohio
$862K -$4.28K -204 -0.5%
RWA
447
Roberts Wealth Advisors
California
$861K – – –
CCG
448
Coastwise Capital Group
California
$857K +$84K +4,006 +11%
YIA
449
YHB Investment Advisors
Connecticut
$839K -$2.54M -121,076 -75%
GFP
450
Guardian Financial Partners
California
$839K +$36.2K +1,728 +5%
16 17
18
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