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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 %
ACA
626
Aptus Capital Advisors
Alabama
$343K +$4.94K +244 +1%
GWANC
627
Guardian Wealth Advisors (North Carolina)
North Carolina
$343K +$4.9K +242 +1%
VAS
628
Valicenti Advisory Services
New York
$341K -$2.43K -120 -0.7%
JWM
629
Jeppson Wealth Management
California
$340K -$17.4K -860 -5%
MHB
630
Midwest Heritage Bank
Iowa
$332K -$54.5K -2,692 -14%
PA
631
Planning Alternatives
Michigan
$328K -$486 -24 -0.1%
RWA
632
River Wealth Advisors
Pennsylvania
$326K +$78.4K +3,870 +32%
MA
633
MJP Associates
Connecticut
$326K +$810 +40 +0.2%
Jane Street
634
Jane Street
New York
$325K -$347K -17,154 -52%
CAM
635
Carret Asset Management
New York
$325K +$162 +8 +0%
PIM
636
Penobscot Investment Management
Massachusetts
$324K – – –
APW
637
Aurora Private Wealth
New Jersey
$324K -$5.67K -280 -2%
PFBT
638
Parkside Financial Bank & Trust
Missouri
$320K +$203 +10 +0.1%
TWM
639
Triton Wealth Management
Arizona
$317K +$11.3K +520 +4%
PAS
640
Park Avenue Securities
New York
$316K +$57.2K +2,822 +22%
KFA
641
Kelleher Financial Advisors
New York
$315K – – –
PG
642
Proffitt & Goodson
Tennessee
$313K – – –
SPA
643
Sentinel Pension Advisors
Massachusetts
$313K -$1.46K -72 -0.5%
FNBOMD
644
First National Bank of Mount Dora
Florida
$308K – – –
CW
645
CreativeOne Wealth
Kansas
$307K +$8.91K +440 +3%
BMD
646
Better Money Decisions
New Mexico
$304K – – –
FRA
647
Front Row Advisors
California
$304K -$486 -24 -0.2%
WF
648
Warner Financial
Maryland
$303K +$974 +48 +0.3%
CA
649
Calton & Associates
Florida
$302K +$302K +14,886 New
RSWM
650
Robertson Stephens Wealth Management
California
$301K -$1.36M -67,140 -82%
24 25
26
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