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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.

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
1
Charles Schwab
California
$344M
2
Bank of America
2
Bank of America
North Carolina
$387M
3
FFN
3
Focus Financial Network
Minnesota
$12.2M
4
Jane Street
4
Jane Street
New York
$12.2M
5
Ameriprise
5
Ameriprise
Minnesota
$51.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.98B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$59.8M
3
TCM
3
Tradewinds Capital Management
Washington
$1.15M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$53.3M
5
AT
5
American Trust
Kentucky
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$38.8M +$1.2M +57,400 +3%
BWM
27
BerganKDV Wealth Management
Minnesota
$32.2M +$593K +28,282 +2%
PCIA
28
Prime Capital Investment Advisors
Kansas
$31.2M -$1.43M -68,394 -4%
RRWA
29
Rainey & Randall Wealth Advisors
Florida
$29.9M +$1.9M +90,590 +7%
KFC
30
Klingenstein Fields & Co
New York
$29.4M -$766K -36,560 -3%
VWA
31
Visionary Wealth Advisors
Illinois
$25.5M +$263K +12,568 +1%
RWM
32
RKL Wealth Management
Pennsylvania
$24.8M -$88.9K -4,238 -0.4%
H
33
HoyleCohen
California
$24.7M +$765K +36,484 +3%
LWMT
34
Legacy Wealth Management (Tennessee)
Tennessee
$24.4M +$149K +7,112 +0.6%
NYLIM
35
New York Life Investment Management
New York
$22.6M +$1.24M +59,334 +6%
Corient Private Wealth
36
Corient Private Wealth
Florida
$22.4M +$1.09M +51,854 +5%
BPA
37
Beacon Pointe Advisors
California
$22M +$1.06M +50,642 +5%
MM
38
Meridian Management
Arkansas
$21.3M +$1.01M +48,096 +5%
MAG
39
Mokosak Advisory Group
Iowa
$19.7M +$163K +7,752 +0.8%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$19.1M – – –
SFS
41
Summit Financial Strategies
Ohio
$18.9M +$593K +28,272 +3%
MGIA
42
Moneta Group Investment Advisors
Missouri
$18.9M +$4.86M +231,670 +35%
MI
43
Moneywise Inc
Virginia
$17.6M +$1.04M +49,592 +6%
BWL
44
Bogart Wealth LLC
Virginia
$17.1M +$910K +43,392 +6%
Wells Fargo
45
Wells Fargo
California
$17.1M +$82.9K +3,954 +0.5%
NFW
46
Noble Family Wealth
Florida
$17M +$17M +812,774 New
MFGP
47
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.9M -$426K -20,296 -3%
FI
48
FIDELIS iM
Oregon
$15.5M +$1.23M +58,848 +9%
BWA
49
BlueSky Wealth Advisors
North Carolina
$15.3M +$468K +22,326 +3%
JWM
50
Janiczek Wealth Management
Colorado
$14.4M +$50.6K +2,444 +0.4%
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