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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 %
CWC
651
Carolinas Wealth Consulting
North Carolina
$299K +$419 +20 +0.1%
RIS
652
Retirement Income Solutions
Michigan
$298K +$298K +14,206 New
PAMG
653
Patton Albertson Miller Group
Tennessee
$298K +$298K +14,194 New
VAS
654
Valicenti Advisory Services
New York
$295K -$59K -2,808 -17%
IWN
655
Independent Wealth Network
Iowa
$289K +$9.9K +472 +4%
PL
656
Plancorp LLC
Missouri
$289K +$210 +10 +0.1%
CWM
657
Castle Wealth Management
Florida
$287K -$19K -904 -6%
AA
658
Alesco Advisors
New York
$287K -$8.51K -406 -3%
SFS
659
Strategic Financial Services
New York
$286K – – –
DWM
660
Dakota Wealth Management
Florida
$285K +$42 +2 +0%
PFA
661
Pure Financial Advisors
California
$284K +$12.5K +594 +5%
HIC
662
Holderness Investments Company
North Carolina
$281K +$3.52K +168 +1%
IAM
663
Innovis Asset Management
Illinois
$281K +$2.14K +102 +0.8%
FA
664
Fagan Associates
New York
$279K -$5.87K -280 -2%
PWA
665
Physician Wealth Advisors
Utah
$278K +$544 +26 +0.2%
RWA
666
River Wealth Advisors
Pennsylvania
$276K -$61.1K -2,914 -18%
SWA
667
SFMG Wealth Advisors
Texas
$275K +$1.38K +66 +0.5%
SFP
668
Sweet Financial Partners
Minnesota
$273K -$8.78M -418,614 -97%
GCM
669
Glaxis Capital Management
Florida
$270K +$881 +42 +0.3%
PCM
670
Palouse Capital Management
Washington
$270K +$26.2K +1,250 +11%
AWM
671
Accurate Wealth Management
Florida
$270K -$19.9K -964 -7%
CTC
672
Central Trust Company
Missouri
$269K +$269K +12,824 New
MAM
673
Meeder Asset Management
Ohio
$269K +$269K +12,820 New
BWM
674
BNC Wealth Management
Oregon
$268K -$11.4K -544 -4%
PEA
675
Park Edge Advisors
Ohio
$267K +$267K +12,716 New
25 26
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