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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 %
Northern Trust
651
Northern Trust
Illinois
$298K -$9.36K -462 -3%
HWMA
652
Heritage Wealth Management (Arizona)
Arizona
$297K +$137K +6,740 +85%
BFC
653
Bedel Financial Consulting
Indiana
$297K -$7.86K -388 -3%
SG
654
Somerset Group
Minnesota
$297K – – –
CWM
655
Castle Wealth Management
Florida
$295K -$153K -7,544 -34%
AWM
656
Accurate Wealth Management
Florida
$295K +$295K +14,050 New
SAG
657
SageView Advisory Group
California
$293K +$293K +14,482 New
BWP
658
BSW Wealth Partners
Colorado
$291K +$53.8K +2,652 +23%
WF
659
Wayfinding Financial
Washington
$291K +$291K +6,560 New
Betterment LLC
660
Betterment LLC
New York
$290K +$290K +14,298 New
PWA
661
Physician Wealth Advisors
Utah
$289K -$158K -7,250 -35%
CWC
662
Carolinas Wealth Consulting
North Carolina
$289K +$193K +9,510 +200%
BW
663
Bison Wealth
Georgia
$287K +$287K +13,134 New
AA
664
Alesco Advisors
New York
$285K -$41.7K -2,058 -13%
PFGIA
665
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$194K -9,590 -41%
PL
666
Plancorp LLC
Missouri
$279K -$2.51K -124 -0.9%
FM
667
Foster & Motley
Ohio
$276K +$9.03K +446 +3%
SFS
668
Strategic Financial Services
New York
$276K – – –
FA
669
Fagan Associates
New York
$276K +$2.03K +100 +0.7%
DWM
670
Dakota Wealth Management
Florida
$275K +$18.1K +896 +7%
FC
671
Fusion Capital
South Carolina
$273K +$23.8K +1,174 +10%
BWM
672
BNC Wealth Management
Oregon
$270K +$2.63K +130 +1%
IWN
673
Independent Wealth Network
Iowa
$270K +$8.83K +436 +3%
IAM
674
Innovis Asset Management
Illinois
$269K +$269K +13,300 New
HIC
675
Holderness Investments Company
North Carolina
$268K -$11.6K -572 -4%
25 26
27
28 29