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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 %
GIA
676
Gladstone Institutional Advisory
Florida
$291K -$221K -10,078 -43%
PFM
677
Peak Financial Management
Massachusetts
$290K +$18.7K +852 +7%
IAM
678
Innovis Asset Management
Illinois
$290K -$3.29K -150 -1%
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$290K -$97.7K -4,460 -25%
SWA
680
SFMG Wealth Advisors
Texas
$289K +$1.71K +78 +0.6%
FA
681
FDx Advisors
Illinois
$287K -$9.29M -424,492 -97%
USCWA
682
U.S. Capital Wealth Advisors
Texas
$285K +$17.3K +790 +6%
GCM
683
Glaxis Capital Management
Florida
$284K +$1.01K +46 +0.4%
MSAM
684
Moloney Securities Asset Management
Missouri
$282K +$282K +12,886 New
SSB
685
Sandy Spring Bank
Maryland
$281K +$73.4K +3,350 +35%
SWM
686
Sendero Wealth Management
Texas
$280K +$280K +12,800 New
CT
687
Clearstead Trust
Maine
$280K +$271K +12,382 +3,159%
FA
688
Fagan Associates
New York
$279K -$13.1K -600 -5%
CA
689
Clearstead Advisors
Ohio
$278K +$84.4K +3,854 +44%
NA
690
Nottingham Advisors
New York
$277K – – –
WCA
691
Waypoint Capital Advisors
Minnesota
$276K -$64.2K -2,930 -19%
CG
692
Colony Group
Massachusetts
$274K -$497K -22,710 -64%
GWA
693
Geometric Wealth Advisors
District of Columbia
$271K +$853 +38 +0.3%
CWM
694
Castle Wealth Management
Florida
$271K -$28.3K -1,290 -9%
ACMA
695
Arbor Capital Management (Alaska)
Alaska
$271K +$1.81K +82 +0.7%
PCM
696
Palouse Capital Management
Washington
$270K -$12.6K -576 -4%
BMD
697
Better Money Decisions
New Mexico
$268K – – –
LFG
698
Leverty Financial Group
Wisconsin
$268K -$657 -30 -0.2%
FM
699
Family Management
New York
$267K – – –
FCH
700
Freestone Capital Holdings
Washington
$266K -$6.53K -298 -2%
26 27
28
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