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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
$344M
2
Bank of America
Bank of America
North Carolina
$387M
3
FFN
Focus Financial Network
Minnesota
$12.2M
4
Jane Street
Jane Street
New York
$12.2M
5
Ameriprise
Ameriprise
Minnesota
$51.3M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.98B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$59.8M
3
TCM
Tradewinds Capital Management
Washington
$1.15M
4
HighTower Advisors
HighTower Advisors
Illinois
$53.3M
5
AT
American Trust
Kentucky
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
626
BlackRock
New York
$338K -$177K -8,432 -34%
CAM
627
Carret Asset Management
New York
$338K +$1.68K +80 +0.5%
SPA
628
Sentinel Pension Advisors
Massachusetts
$338K +$23K +1,130 +7%
MA
629
MJP Associates
Connecticut
$337K – – –
APW
630
Aurora Private Wealth
New Jersey
$336K +$922 +44 +0.3%
SIMG
631
Sonora Investment Management Group
Arizona
$332K -$356K -16,984 -52%
GFA
632
Gallagher Fiduciary Advisors
Illinois
$329K +$329K +15,690 New
DBRC
633
D.B. Root & Company
Pennsylvania
$328K -$128K -6,084 -28%
WCA
634
Waypoint Capital Advisors
Minnesota
$326K -$41K -1,956 -11%
CW
635
CreativeOne Wealth
Kansas
$325K +$7.17K +342 +2%
PG
636
Proffitt & Goodson
Tennessee
$324K – – –
CL
637
Choreo LLC
Illinois
$322K +$322K +15,350 New
FNBOMD
638
First National Bank of Mount Dora
Florida
$321K +$1.85K +88 +0.6%
PWP
639
Principle Wealth Partners
Connecticut
$317K -$293K -14,000 -48%
FRA
640
Front Row Advisors
California
$315K – – –
EWP
641
Elevation Wealth Partners
California
$314K +$314K +14,982 New
WF
642
Warner Financial
Maryland
$314K +$671 +32 +0.2%
TWM
643
Triton Wealth Management
Arizona
$311K -$4.32K -200 -1%
BHWM
644
Beaird Harris Wealth Management
Texas
$311K +$191K +9,090 +158%
PIM
645
Penobscot Investment Management
Massachusetts
$308K -$27.7K -1,320 -8%
BFC
646
Bedel Financial Consulting
Indiana
$308K +$210 +10 +0.1%
SG
647
Somerset Group
Minnesota
$303K -$4.19K -200 -1%
RSWM
648
Robertson Stephens Wealth Management
California
$302K -$9.94K -474 -3%
BWP
649
BSW Wealth Partners
Colorado
$301K +$461 +22 +0.2%
PI
650
PFS Investments
Georgia
$301K +$301K +14,764 New
24 25
26
27 28