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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 %
WIM
451
WealthPlan Investment Management
Nebraska
$795K +$39K +1,734 +5%
OFS
452
Oldfather Financial Services
Nebraska
$793K -$9.56K -472 -1%
ASN
453
Advisory Services Network
Georgia
$790K -$972 -48 -0.1%
MW
454
MBL Wealth
North Carolina
$790K +$16.3K +806 +2%
CWM
455
Cedar Wealth Management
California
$785K -$63.5K -3,134 -7%
TCM
456
Twele Capital Management
Minnesota
$779K -$31.8K -1,568 -4%
MFG
457
Merit Financial Group
Georgia
$777K +$229K +11,294 +42%
GFP
458
Guardian Financial Partners
California
$776K +$20.1K +992 +3%
SIMM
459
Stillwater Investment Management (Minnesota)
Minnesota
$775K +$5.63K +278 +0.7%
GIA
460
GHP Investment Advisors
Colorado
$769K +$231K +11,382 +43%
SAM
461
S.A. Mason
Michigan
$768K +$30.4K +1,500 +4%
JWS
462
Juncture Wealth Strategies
Arizona
$765K +$85K +4,196 +12%
WIM
463
Warwick Investment Management
Texas
$765K +$417K +20,598 +120%
SAF
464
Smith Anglin Financial
Texas
$764K -$25.2K -1,242 -3%
CG
465
Colony Group
Massachusetts
$761K +$88.8K +4,384 +13%
IFS
466
Ifrah Financial Services
Arkansas
$757K -$6.48K -320 -0.8%
CF
467
Centaurus Financial
California
$755K -$38.7K -1,914 -5%
FSWA
468
Financial Synergies Wealth Advisors
Texas
$752K +$1.22K +60 +0.2%
CCG
469
Coastwise Capital Group
California
$747K +$18.4K +910 +3%
CFO
470
CVA Family Office
Colorado
$741K -$78.2K -3,862 -10%
LGWM
471
Litman Gregory Wealth Management
California
$741K -$28.6K -1,412 -4%
KOC
472
Koss-Olinger Consulting
Florida
$736K +$736K +36,322 New
BWM
473
Blossom Wealth Management
California
$730K +$79.5K +3,926 +12%
AWS
474
Atria Wealth Solutions
New York
$728K +$112K +5,522 +18%
BFA
475
Beaumont Financial Advisors
Massachusetts
$697K -$4.54K -224 -0.6%
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