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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 %
GDP
501
Great Diamond Partners
Maine
$606K +$50.8K +2,510 +9%
APG
502
Abacus Planning Group
South Carolina
$599K – – –
AIM
503
Avity Investment Management
Connecticut
$599K +$40.5K +2,000 +7%
ACI
504
Alpha Cubed Investments
California
$597K – – –
CAMG
505
CWA Asset Management Group
Florida
$592K +$3.24K +160 +0.5%
AG
506
Appleton Group
Wisconsin
$592K -$3.89K -192 -0.7%
PWP
507
Principle Wealth Partners
Connecticut
$590K -$11.7K -576 -2%
SP
508
SWS Partners
Ohio
$583K +$7.05K +348 +1%
BA
509
Bristlecone Advisors
Washington
$582K – – –
BDFN
510
Bond & Devick Financial Network
Minnesota
$580K +$20.3K +1,000 +4%
AFA
511
American Financial Advisors
Georgia
$576K +$51.1K +2,522 +10%
CWA
512
Continuum Wealth Advisors
New York
$574K +$574K +28,348 New
AWA
513
Acorn Wealth Advisors
Michigan
$570K -$25.1K -1,238 -4%
AFS
514
Access Financial Services
Minnesota
$567K +$567K +27,990 New
APSI
515
Asset Planning Services Inc
Louisiana
$564K – – –
BA
516
Bridgewater Advisors
New York
$564K -$17.1K -846 -3%
DTC
517
Davidson Trust Company
Washington
$561K – – –
EWM
518
Evermay Wealth Management
Virginia
$558K +$19.2K +950 +4%
YWP
519
YorkBridge Wealth Partners
New York
$557K -$54.4K -2,684 -9%
FC
520
FCA Corp
Texas
$555K -$16.3K -806 -3%
BBA
521
BLB&B Advisors
Pennsylvania
$552K – – –
FWI
522
Facet Wealth Inc
Maryland
$551K +$128K +5,774 +30%
ES
523
ETF Store
Kansas
$547K +$143K +6,434 +35%
PCM
524
Pennsylvania Capital Management
Pennsylvania
$540K +$250K +11,756 +86%
NL
525
NWAM LLC
Washington
$539K +$539K +26,628 New
19 20
21
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