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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 %
LB
576
Legacy Bridge
Iowa
$418K – – –
WSTAM
577
Wilbanks Smith & Thomas Asset Management
Virginia
$417K -$15.4K -758 -4%
MWP
578
Meridian Wealth Partners
Pennsylvania
$417K +$417K +20,568 New
ACMA
579
Arbor Capital Management (Alaska)
Alaska
$414K -$29.8K -1,478 -7%
WW
580
Waterfront Wealth
Kansas
$413K -$1.55K -70 -0.4%
HTC
581
Haverford Trust Company
Pennsylvania
$412K +$7.25K +358 +2%
SGI
582
Summit Global Investments
Utah
$412K +$412K +20,328 New
WWM
583
Western Wealth Management
Colorado
$407K -$181K -8,920 -31%
AA
584
Aire Advisors
California
$406K +$64.7K +3,200 +19%
ACP
585
Aveo Capital Partners
Colorado
$403K +$30.9K +1,526 +8%
SFG
586
Sovereign Financial Group
Connecticut
$403K +$95K +4,690 +31%
TIA
587
Tiemann Investment Advisors
California
$399K – – –
TF
588
TIAA FSB
Florida
$398K -$75.1K -3,708 -16%
TA
589
Trellis Advisors
Washington
$394K +$132K +6,526 +50%
SF
590
Synovus Financial
Georgia
$393K -$243 -12 -0.1%
HI
591
Hendershot Investments
Virginia
$392K +$20.3K +1,004 +5%
VVP
592
Venture Visionary Partners
Ohio
$392K +$1.46K +72 +0.4%
WOC
593
West Oak Capital
California
$391K +$37.6K +1,858 +11%
MAS
594
Madden Advisory Services
Florida
$390K +$2.15K +106 +0.6%
RIM
595
Rockbridge Investment Management
New York
$390K +$1.58K +78 +0.4%
FA
596
Forefront Analytics
Pennsylvania
$389K +$389K +19,224 New
FWS
597
FinDec Wealth Services
California
$388K +$388K +19,164 New
PHIC
598
Pine Haven Investment Counsel
Massachusetts
$382K -$34.3K -1,692 -8%
MA
599
Modus Advisors
Minnesota
$382K -$14K -692 -4%
LJAC
600
L.J. Altfest & Co
New York
$379K +$16.6K +818 +5%
22 23
24
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