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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 %
HTC
626
Haverford Trust Company
Pennsylvania
$372K – – –
HGWM
627
Horst & Graben Wealth Management
Oregon
$371K -$220K -10,046 -37%
MA
628
Modus Advisors
Minnesota
$370K -$42.7K -1,950 -10%
ECG
629
Edge Capital Group
Georgia
$370K +$370K +16,880 New
TA
630
Trellis Advisors
Washington
$367K -$1.49K -68 -0.4%
KLI
631
Kelman-Lazarov Inc
Tennessee
$365K +$146K +6,656 +67%
GWM
632
Gray Wealth Management
Maine
$362K -$25.5K -1,164 -7%
CL
633
Choreo LLC
Illinois
$361K +$25.3K +1,156 +8%
PA
634
Planning Alternatives
Michigan
$361K -$5.87K -268 -2%
BCM
635
Brookstone Capital Management
Illinois
$357K +$357K +16,430 New
IWN
636
Independent Wealth Network
Iowa
$354K +$51.5K +2,350 +17%
CAM
637
Carret Asset Management
New York
$353K – – –
APW
638
Aurora Private Wealth
New Jersey
$353K +$1.58K +72 +0.4%
MA
639
MJP Associates
Connecticut
$352K – – –
Fisher Asset Management
640
Fisher Asset Management
Washington
$345K +$345K +15,772 New
Betterment LLC
641
Betterment LLC
New York
$344K +$78.5K +3,578 +30%
EWP
642
Elevation Wealth Partners
California
$343K +$15.2K +694 +5%
CG
643
Caprock Group
Idaho
$342K -$192K -8,786 -36%
HIC
644
Holderness Investments Company
North Carolina
$340K +$46.4K +2,118 +16%
PG
645
Proffitt & Goodson
Tennessee
$339K – – –
WF
646
Warner Financial
Maryland
$337K +$9.37K +428 +3%
FMWA
647
Forvis Mazars Wealth Advisors
Missouri
$335K +$98.6K +4,502 +42%
CWC
648
Carolinas Wealth Consulting
North Carolina
$333K +$20.3K +928 +6%
FNBOMD
649
First National Bank of Mount Dora
Florida
$333K -$1.93K -88 -0.6%
PWP
650
Principle Wealth Partners
Connecticut
$332K -$44 -2 -0%
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