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Schwab U.S Small- Cap ETF
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Overview Fund Activity

955 hedge funds and large institutions have $8.45B invested in Schwab U.S Small- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 370 increasing their positions, 379 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+29
Holders Change %
+3.13%
% of All Funds
15.06%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.03%
New
85
Increased
370
Reduced
379
Closed
48
Calls
$3.2M
Puts
$670K
Net Calls
+$2.53M
Net Calls Change
+$283K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.17B
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$515M
3
Charles Schwab
3
Charles Schwab
California
$379M
4
Cerity Partners
4
Cerity Partners
New York
$26.6M
5
AG
5
Appleton Group
Wisconsin
$11.3M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$65.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$35.4M
4
H
4
HoyleCohen
California
$10.3M
5
NYLIM
5
New York Life Investment Management
New York
$9.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$38.8M +$6.13M +280,078 +19%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$35.4M -$27M -1,234,506 -43%
BWM
28
BerganKDV Wealth Management
Minnesota
$34.1M +$507K +23,168 +2%
RRWA
29
Rainey & Randall Wealth Advisors
Florida
$32.9M +$1.64M +74,962 +5%
KFC
30
Klingenstein Fields & Co
New York
$31M +$236K +10,772 +0.8%
Cerity Partners
31
Cerity Partners
New York
$26.6M +$14.9M +678,972 +126%
RWM
32
RKL Wealth Management
Pennsylvania
$26.1M +$189K +8,640 +0.7%
LWMT
33
Legacy Wealth Management (Tennessee)
Tennessee
$25.8M +$394K +17,986 +2%
VWA
34
Visionary Wealth Advisors
Illinois
$24.6M -$1.95M -89,016 -7%
Corient Private Wealth
35
Corient Private Wealth
Florida
$23.2M -$167K -7,616 -0.7%
MM
36
Meridian Management
Arkansas
$22.3M +$1.14K +52 +0%
MAG
37
Mokosak Advisory Group
Iowa
$21.4M +$758K +34,606 +4%
MGIA
38
Moneta Group Investment Advisors
Missouri
$21.4M +$1.64M +74,684 +8%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$20.6M +$619K +28,260 +3%
SFS
40
Summit Financial Strategies
Ohio
$20.2M +$446K +20,380 +2%
BPA
41
Beacon Pointe Advisors
California
$19.2M -$3.8M -173,480 -17%
BWL
42
Bogart Wealth LLC
Virginia
$19M +$1.09M +49,996 +6%
NFW
43
Noble Family Wealth
Florida
$18M +$217K +9,892 +1%
Wells Fargo
44
Wells Fargo
California
$17.9M +$41.1K +1,876 +0.2%
MI
45
Moneywise Inc
Virginia
$17M -$1.35M -61,678 -7%
BWA
46
BlueSky Wealth Advisors
North Carolina
$17M +$1.02M +46,748 +6%
FI
47
FIDELIS iM
Oregon
$16.5M +$389K +17,754 +2%
MFGP
48
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.4M -$126K -5,738 -0.8%
FWM
49
ForthRight Wealth Management
Georgia
$15.6M +$1.23M +56,264 +9%
JWM
50
Janiczek Wealth Management
Colorado
$15.1M -$74.8K -3,416 -0.5%
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