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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,051 hedge funds and large institutions have $9.58B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

Holders
1,051
Holders Change
+111
Holders Change %
+11.81%
% of All Funds
15.41%
Holding in Top 10
70
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.67%
% of All Funds
1.03%
New
167
Increased
406
Reduced
360
Closed
47
Calls
$2.3M
Puts
$1.63M
Net Calls
+$672K
Net Calls Change
-$1.11M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$87.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$579M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.53B
5
SCM
5
Steele Capital Management
Iowa
$34.3M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$940K
2
FA
2
Financial Advisors
Massachusetts
$1.54M
3
UCFA
3
United Capital Financial Advisors
Texas
$15.2M
4
Ameriprise
4
Ameriprise
Minnesota
$28.5M
5
BWL
5
Bogart Wealth LLC
Virginia
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
Steele Capital Management
Iowa
$34.3M 725,631 +725,631 New
GAM
27
Gemmer Asset Management
California
$33.4M 707,804 -267,274 -27%
PCIA
28
Prime Capital Investment Advisors
Kansas
$29.5M 625,140 +7,709 +1%
Ameriprise
29
Ameriprise
Minnesota
$28.5M 603,830 -602,112 -50%
RWM
30
RKL Wealth Management
Pennsylvania
$28.1M 595,587 -420 -0.1%
MGIA
31
Moneta Group Investment Advisors
Missouri
$27.8M 587,815 +28,835 +5%
LWMT
32
Legacy Wealth Management (Tennessee)
Tennessee
$26.8M 566,608 -17,013 -3%
Corient Private Wealth
33
Corient Private Wealth
Florida
$26.7M 564,724 +34,867 +7%
VWA
34
Visionary Wealth Advisors
Illinois
$24.8M 526,012 -975 -0.2%
MAG
35
Mokosak Advisory Group
Iowa
$24.1M 509,910 +12,885 +3%
BPA
36
Beacon Pointe Advisors
California
$23.7M 502,161 -4,326 -0.9%
SFS
37
Summit Financial Strategies
Ohio
$22.7M 479,718 +10,588 +2%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$21.2M 448,097 +18,085 +4%
Wells Fargo
39
Wells Fargo
California
$21.1M 446,853 +29,798 +7%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$20.1M 424,558 +324,431 +324%
NFW
41
Noble Family Wealth
Florida
$19.5M 413,663 +5,794 +1%
BWA
42
BlueSky Wealth Advisors
North Carolina
$19M 401,147 -14,530 -3%
FI
43
FIDELIS iM
Oregon
$18.5M 391,592 +6,016 +2%
MFGP
44
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.3M 387,270 +14,794 +4%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$17.8M 376,288 -21,776 -5%
FWM
46
ForthRight Wealth Management
Georgia
$17M 359,280 +1,844 +0.5%
DAS
47
Dynamic Advisor Solutions
Arizona
$16.8M 367,937 +141,141 +62%
JWM
48
Janiczek Wealth Management
Colorado
$16.6M 351,516 +2,645 +0.8%
GBWM
49
Granite Bay Wealth Management
New Hampshire
$16.3M 384,892 +6,908 +2%
FIA
50
Foundations Investment Advisors
Arizona
$16.1M 349,147 +252,773 +262%
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