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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.

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
1
Goldman Sachs
New York
$130M
2
TCM
2
Tradewinds Capital Management
Washington
$27.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$2.99B
4
PCA
4
Personal Capital Advisors
California
$426M
5
Ameriprise
5
Ameriprise
Minnesota
$39.5M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
AWA
2
Arete Wealth Advisors
Illinois
$1.11B
3
SEI Investments
3
SEI Investments
Pennsylvania
$300M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$122M
5
JFGLC
5
Johnson Financial Group LLC (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
Financial Advisors
Massachusetts
$36.6M +$1M +49,460 +3%
GAM
27
Gemmer Asset Management
California
$36.3M -$2.55M -125,938 -7%
PCIA
28
Prime Capital Investment Advisors
Kansas
$31.6M +$1.57M +77,682 +5%
BWM
29
BerganKDV Wealth Management
Minnesota
$30.5M +$8.43M +415,990 +38%
KFC
30
Klingenstein Fields & Co
New York
$29.2M -$280K -13,824 -1%
TCM
31
Tradewinds Capital Management
Washington
$27.3M +$27.1M +1,338,358 +11,586%
RRWA
32
Rainey & Randall Wealth Advisors
Florida
$27M +$643K +31,748 +2%
VWA
33
Visionary Wealth Advisors
Illinois
$24.3M -$689K -34,038 -3%
RWM
34
RKL Wealth Management
Pennsylvania
$24M +$828K +40,860 +4%
LWMT
35
Legacy Wealth Management (Tennessee)
Tennessee
$23.4M +$616K +30,412 +3%
H
36
HoyleCohen
California
$23.1M +$456K +22,534 +2%
AT
37
American Trust
Kentucky
$21M -$121K -5,938 -0.6%
NYLIM
38
New York Life Investment Management
New York
$20.6M +$1.44M +71,258 +8%
Corient Private Wealth
39
Corient Private Wealth
Florida
$20.6M +$20.6M +1,017,342 New
BPA
40
Beacon Pointe Advisors
California
$20.2M -$2.08M -102,786 -9%
MM
41
Meridian Management
Arkansas
$19.6M +$579K +28,582 +3%
MAG
42
Mokosak Advisory Group
Iowa
$18.9M +$469K +23,142 +3%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$18.5M -$2.36M -116,660 -11%
SFS
44
Summit Financial Strategies
Ohio
$17.7M +$494K +24,378 +3%
IA
45
IFP Advisors
Florida
$17.3M +$4.93M +133,028 +40%
Wells Fargo
46
Wells Fargo
California
$16.4M -$60K -2,962 -0.4%
MI
47
Moneywise Inc
Virginia
$16M -$1.09M -53,748 -6%
MFGP
48
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.7M +$704K +34,772 +5%
BWL
49
Bogart Wealth LLC
Virginia
$15.6M +$14.4M +710,588 +1,153%
MGIA
50
Moneta Group Investment Advisors
Missouri
$15M +$896K +40,046 +6%
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