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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
1
Charles Schwab Investment Advisory
California
$3.17B
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$515M
3
Charles Schwab
3
Charles Schwab
California
$379M
4
Cerity Partners
4
Cerity Partners
New York
$26.6M
5
AG
5
Appleton Group
Wisconsin
$11.3M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$65.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$35.4M
4
H
4
HoyleCohen
California
$10.3M
5
NYLIM
5
New York Life Investment Management
New York
$9.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$14.5M -$460K -21,006 -3%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$14.2M +$122K +5,598 +0.9%
OIA
53
OneDigital Investment Advisors
Kansas
$13.8M -$440K -20,078 -3%
BSB
54
Bangor Savings Bank
Maine
$13.8M +$56.5K +2,580 +0.4%
SFG
55
Sage Financial Group
Pennsylvania
$13.7M +$1.04M +47,332 +8%
SFP
56
Strategic Financial Planning
Texas
$13.6M +$420K +19,192 +3%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$13.4M -$887K -40,520 -6%
WA
58
Waterford Advisors
New York
$13.1M +$382K +17,454 +3%
BWA
59
Burt Wealth Advisors
Maryland
$12.9M -$450K -20,528 -3%
BFG
60
Bouchey Financial Group
New York
$12.7M -$295K -13,474 -2%
FFN
61
Focus Financial Network
Minnesota
$12.6M -$56.2K -2,568 -0.4%
CWM
62
Curi Wealth Management
North Carolina
$12.4M +$1.4K +64 +0%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$12.4M +$588K +26,850 +5%
RA
64
Riversedge Advisors
Delaware
$12.2M +$1.62M +73,790 +15%
US Bancorp
65
US Bancorp
Minnesota
$12.1M -$816K -37,272 -6%
HP
66
Hilltop Partners
Indiana
$11.7M -$500K -22,852 -4%
FNC
67
First National Corp
Massachusetts
$11.7M -$555K -25,326 -5%
HWA
68
HHM Wealth Advisors
Tennessee
$11.5M +$153K +6,996 +1%
CCA
69
Clearwater Capital Advisors
Illinois
$11.4M +$91.3K +4,170 +0.8%
CA
70
CoreCap Advisors
Michigan
$11.4M +$11.4M +519,380 New
AG
71
Appleton Group
Wisconsin
$11.3M +$10.7M +487,684 +1,780%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$11M -$420K -19,194 -4%
MML Investors Services
73
MML Investors Services
Massachusetts
$10.9M -$2.15M -98,352 -16%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$10.6M -$1.2M -54,770 -10%
ACA
75
Ascension Capital Advisors
Texas
$10.4M -$208K -9,486 -2%
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