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Schwab U.S Small- Cap ETF
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Overview Fund Activity

955 hedge funds and large institutions have $8.45B invested in Schwab U.S Small- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 370 increasing their positions, 379 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+29
Holders Change %
+3.13%
% of All Funds
15.06%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.03%
New
85
Increased
370
Reduced
379
Closed
48
Calls
$3.2M
Puts
$670K
Net Calls
+$2.53M
Net Calls Change
+$283K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$53.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$26.8M
3
Charles Schwab
Charles Schwab
California
+$19.8M
4
Cerity Partners
Cerity Partners
New York
+$14.9M
5
AG
Appleton Group
Wisconsin
+$10.7M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$64.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$48.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$27M
4
H
HoyleCohen
California
-$15.5M
5
NYLIM
New York Life Investment Management
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
601
Kestra Private Wealth Services
Texas
$403K +$167K +7,604 +70%
TP
602
Tranquility Partners
Tennessee
$403K -$4.99K -228 -1%
APG
603
Abacus Planning Group
South Carolina
$401K -$45K -2,056 -10%
GWANC
604
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K +$16.4K +748 +4%
PD
605
Planning Directions
Pennsylvania
$397K +$1.01K +46 +0.3%
EK
606
Evensky & Katz
Florida
$397K +$1.36K +62 +0.3%
SMA
607
Seven Mile Advisory
New Jersey
$394K +$394K +18,000 New
RDIA
608
RE Dickinson Investment Advisors
Iowa
$393K -$9.24K -422 -2%
JWM
609
Jeppson Wealth Management
California
$392K +$26.2K +1,196 +7%
RPA
610
Rock Point Advisors
Vermont
$389K -$2.19K -100 -0.6%
WSTAM
611
Wilbanks Smith & Thomas Asset Management
Virginia
$387K +$18.6K +850 +5%
FAG
612
Fortitude Advisory Group
Washington
$387K -$61.1K -2,788 -14%
PHIC
613
Pine Haven Investment Counsel
Massachusetts
$386K -$27K -1,232 -7%
EAM
614
Evanson Asset Management
California
$384K -$528K -24,104 -58%
PFBT
615
Parkside Financial Bank & Trust
Missouri
$384K -$7.1K -324 -2%
GWM
616
Geneos Wealth Management
Colorado
$383K +$96.7K +1,376 +34%
JCM
617
Jacobsen Capital Management
Utah
$383K -$3.83M -174,724 -91%
CWM
618
Cabot Wealth Management
Massachusetts
$382K -$31.3K -1,428 -8%
TWA
619
Trellis Wealth Advisors
California
$381K – – –
SPA
620
Sentinel Pension Advisors
Massachusetts
$381K +$17.8K +814 +5%
SFG
621
Sovereign Financial Group
Connecticut
$380K -$3.9K -178 -1%
SWM
622
Stockman Wealth Management
Montana
$378K -$10.1K -460 -3%
HT
623
Heritage Trust
Oklahoma
$377K +$377K +17,200 New
SIMG
624
Sonora Investment Management Group
Arizona
$375K +$27.7K +1,266 +8%
FWS
625
FinDec Wealth Services
California
$374K +$15.9K +728 +4%
23 24
25
26 27