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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab
California
+$27.4M
2
Bank of America
Bank of America
North Carolina
+$21.3M
3
FFN
Focus Financial Network
Minnesota
+$12.2M
4
Jane Street
Jane Street
New York
+$11.8M
5
Ameriprise
Ameriprise
Minnesota
+$10.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$113M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$56.9M
3
TCM
Tradewinds Capital Management
Washington
-$27.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$25.5M
5
AT
American Trust
Kentucky
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSI
501
Asset Planning Services Inc
Louisiana
$612K +$28.7K +1,370 +5%
BWA
502
Bordeaux Wealth Advisors
California
$611K +$611K +29,160 New
WP
503
WMS Partners
Maryland
$610K -$39.5K -1,882 -6%
EI
504
Ellevest Inc
New York
$605K +$238K +11,348 +65%
BDFN
505
Bond & Devick Financial Network
Minnesota
$600K – – –
FC
506
FCA Corp
Texas
$595K +$21.1K +1,006 +4%
DP
507
DDD Partners
Washington
$595K +$67.9K +3,240 +13%
AWA
508
Acorn Wealth Advisors
Michigan
$590K -$713 -34 -0.1%
PWM
509
Prosperity Wealth Management
California
$581K +$581K +27,696 New
DTC
510
Davidson Trust Company
Washington
$580K – – –
TWP
511
Tempus Wealth Planning
California
$576K +$95.3K +4,548 +20%
AG
512
Appleton Group
Wisconsin
$574K -$38.3K -1,828 -6%
LTL
513
Lowery Thomas LLC
California
$573K +$17.4K +832 +3%
EWM
514
Evermay Wealth Management
Virginia
$573K -$5.24K -250 -0.9%
TRCT
515
Tower Research Capital (TRC)
New York
$572K +$572K +27,296 New
PCM
516
Pennsylvania Capital Management
Pennsylvania
$566K +$34.6K +1,652 +7%
HGWM
517
Horst & Graben Wealth Management
Oregon
$566K -$110K -5,234 -16%
BA
518
Bridgewater Advisors
New York
$564K -$19.2K -914 -3%
EH
519
Equitable Holdings
New York
$561K +$7.67K +366 +1%
AL
520
ACAS LLC
California
$557K +$5.54K +264 +1%
AO
521
Advisor OS
Illinois
$552K – – –
FWP
522
FAS Wealth Partners
Kansas
$550K -$283K -13,480 -34%
BBA
523
BLB&B Advisors
Pennsylvania
$544K -$27.3K -1,300 -5%
SBIA
524
Sheaff Brock Investment Advisors
Indiana
$543K – – –
VFA
525
Valeo Financial Advisors
Indiana
$542K +$18.2K +866 +3%
19 20
21
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