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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.

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
1
Charles Schwab
California
$344M
2
Bank of America
2
Bank of America
North Carolina
$387M
3
FFN
3
Focus Financial Network
Minnesota
$12.2M
4
Jane Street
4
Jane Street
New York
$12.2M
5
Ameriprise
5
Ameriprise
Minnesota
$51.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.98B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$59.8M
3
TCM
3
Tradewinds Capital Management
Washington
$1.15M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$53.3M
5
AT
5
American Trust
Kentucky
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$14.3M +$3.06M +145,736 +27%
FWM
52
ForthRight Wealth Management
Georgia
$13.7M +$5.58M +266,146 +68%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$13.7M -$159K -7,568 -1%
OIA
54
OneDigital Investment Advisors
Kansas
$13.6M -$132K -6,310 -1%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$13.3M +$6.28M +305,300 +90%
BSB
56
Bangor Savings Bank
Maine
$13.1M -$229K -10,922 -2%
BWA
57
Burt Wealth Advisors
Maryland
$12.8M +$125K +5,962 +1%
SFP
58
Strategic Financial Planning
Texas
$12.6M +$324K +15,462 +3%
MML Investors Services
59
MML Investors Services
Massachusetts
$12.5M -$1.11M -52,926 -8%
BFG
60
Bouchey Financial Group
New York
$12.5M -$370K -17,636 -3%
US Bancorp
61
US Bancorp
Minnesota
$12.3M -$501K -23,888 -4%
WA
62
Waterford Advisors
New York
$12.2M +$348K +16,622 +3%
Jane Street
63
Jane Street
New York
$12.2M +$11.8M +564,374 +3,516%
FFN
64
Focus Financial Network
Minnesota
$12.2M +$12.2M +580,044 New
SFG
65
Sage Financial Group
Pennsylvania
$12.1M +$1.65M +78,816 +16%
CWM
66
Curi Wealth Management
North Carolina
$11.9M -$487K -23,212 -4%
FNC
67
First National Corp
Massachusetts
$11.7M -$117K -5,586 -1%
HP
68
Hilltop Partners
Indiana
$11.7M +$6.53M +311,626 +127%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$11.3M -$1.51M -72,122 -12%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$11.3M -$2.44M -116,262 -18%
Cerity Partners
71
Cerity Partners
New York
$11.3M +$588K +28,062 +6%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$11M +$396K +18,874 +4%
CCA
73
Clearwater Capital Advisors
Illinois
$10.9M -$72.3K -3,450 -0.7%
HWA
74
HHM Wealth Advisors
Tennessee
$10.9M +$593K +28,302 +6%
ACA
75
Ascension Capital Advisors
Texas
$10.1M -$216K -10,290 -2%
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