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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 %
HWM
526
Heirloom Wealth Management
Colorado
$539K -$1.29M -61,504 -71%
FANJ
527
Financial Architects (New Jersey)
New Jersey
$538K -$2.68K -128 -0.5%
WCFA
528
Walkner Condon Financial Advisors
Wisconsin
$527K +$3.56K +170 +0.7%
CIC
529
Carnegie Investment Counsel
Ohio
$525K +$25.7K +1,224 +5%
CIR
530
Clear Investment Research
Georgia
$519K +$5.62K +268 +1%
CCG
531
Chatham Capital Group
Georgia
$517K – – –
NL
532
NWAM LLC
Washington
$516K -$42.2K -2,012 -8%
WP
533
Westmount Partners
California
$516K – – –
RA
534
Ruggaard & Associates
Ohio
$514K +$514K +24,524 New
JWBC
535
John W. Brooker & Co
California
$514K +$4.93K +236 +1%
AC
536
AlphaCore Capital
California
$513K +$459K +21,904 +858%
AIM
537
Acropolis Investment Management
Missouri
$512K -$9.23K -440 -2%
CG
538
Caprock Group
Idaho
$511K +$252 +12 +0%
MPM
539
Meritage Portfolio Management
Kansas
$510K +$2.89K +138 +0.6%
AWE
540
Avidian Wealth Enterprises
Texas
$508K -$126 -6 -0%
FWI
541
Facet Wealth Inc
Maryland
$505K -$14K -668 -3%
APP
542
Avantax Planning Partners
Iowa
$505K -$3.98K -190 -0.8%
MLA
543
My Legacy Advisors
Oregon
$503K -$79.8K -3,868 -14%
FLPIM
544
F.L. Putnam Investment Management
Massachusetts
$502K -$8.76K -418 -2%
KFA
545
Kelleher Financial Advisors
New York
$500K +$174K +8,320 +54%
PCM
546
Parsons Capital Management
Rhode Island
$496K +$24.1K +1,150 +5%
MA
547
MONECO Advisors
Connecticut
$492K +$492K +23,478 New
CWA
548
Cornerstone Wealth Advisors
Minnesota
$491K +$2.73K +130 +0.6%
GIA
549
Gladstone Institutional Advisory
Florida
$490K -$503K -24,010 -51%
ES
550
ETF Store
Kansas
$488K -$11.1K -548 -2%
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