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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,051 hedge funds and large institutions have $9.58B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

Holders
1,051
Holders Change
+111
Holders Change %
+11.81%
% of All Funds
15.41%
Holding in Top 10
70
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.67%
% of All Funds
1.03%
New
167
Increased
406
Reduced
360
Closed
47
Calls
$2.3M
Puts
$1.63M
Net Calls
+$672K
Net Calls Change
-$1.11M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$87.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$579M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.53B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$56.3M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$940K
2
FA
2
Financial Advisors
Massachusetts
$1.54M
3
UCFA
3
United Capital Financial Advisors
Texas
$15.2M
4
Ameriprise
4
Ameriprise
Minnesota
$28.5M
5
BWL
5
Bogart Wealth LLC
Virginia
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
51
Strategic Financial Planning
Texas
$16M 338,002 +22,041 +7%
RA
52
Riversedge Advisors
Delaware
$15.9M 336,979 +60,545 +22%
SFG
53
Sage Financial Group
Pennsylvania
$15.5M 329,103 +16,641 +5%
MML Investors Services
54
MML Investors Services
Massachusetts
$15.3M 323,797 +26,455 +9%
UCFA
55
United Capital Financial Advisors
Texas
$15.2M 321,809 -621,127 -66%
MM
56
Meridian Management
Arkansas
$15.2M 323,915 -192,036 -37%
BSB
57
Bangor Savings Bank
Maine
$15.1M 319,098 +4,612 +1%
MI
58
Moneywise Inc
Virginia
$14.8M 313,020 -42,197 -12%
TI
59
Tidal Investments
Wisconsin
$14.8M 312,528 +312,528 New
BWA
60
Burt Wealth Advisors
Maryland
$14.3M 303,045 +10,763 +4%
IWC
61
Integrated Wealth Concepts
Massachusetts
$14.1M 297,794 +30,460 +11%
WA
62
Waterford Advisors
New York
$13.5M 285,146 -16,803 -6%
OIA
63
OneDigital Investment Advisors
Kansas
$13.4M 284,542 -23,594 -8%
CA
64
CoreCap Advisors
Michigan
$13.1M 276,424 +157 +0.1%
FNC
65
First National Corp
Massachusetts
$12.9M 272,660 -2,713 -1%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$12.5M 265,372 -22,132 -8%
JIC
67
Johnson Investment Counsel
Ohio
$12.5M 264,105 +11,892 +5%
JF
68
Joule Financial
Kentucky
$12.4M 262,227 +13,717 +6%
CWM
69
Curi Wealth Management
North Carolina
$12.4M 261,782 +14,493 +6%
ACA
70
Ascension Capital Advisors
Texas
$12.4M 261,551 +8,918 +4%
CCA
71
Clearwater Capital Advisors
Illinois
$12.1M 256,009 -5,015 -2%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$12.1M 255,641 -1,661 -0.6%
SWRP
73
Summit Wealth & Retirement Planning
California
$12.1M 255,460 +12,278 +5%
NYLIM
74
New York Life Investment Management
New York
$11.9M 252,817 -5,536 -2%
BSW
75
Buckingham Strategic Wealth
Missouri
$11.8M 250,668 -11,478 -4%
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