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Schwab U.S Small- Cap ETF
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Overview Fund Activity

939 hedge funds and large institutions have $9.12B invested in Schwab U.S Small- Cap ETF in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 382 increasing their positions, 316 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+74
Holders Change %
+8.55%
% of All Funds
15.15%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.13%
New
143
Increased
382
Reduced
316
Closed
49
Calls
$1.84M
Puts
$267K
Net Calls
+$1.57M
Net Calls Change
+$159K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$92.1M
2
TCM
Tradewinds Capital Management
Washington
+$27.1M
3
CSIA
Charles Schwab Investment Advisory
California
+$24.6M
4
PCA
Personal Capital Advisors
California
+$20.5M
5
Ameriprise
Ameriprise
Minnesota
+$17.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$88.7M
2
AWA
Arete Wealth Advisors
Illinois
-$79.2M
3
SEI Investments
SEI Investments
Pennsylvania
-$11.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$9.39M
5
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$8.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
751
BOK Financial Private Wealth
Colorado
$149K -$92.4K -4,560 -38%
KSWA
752
Kathleen S. Wright Associates
Pennsylvania
$146K +$12.5K +618 +9%
BWA
753
BDO Wealth Advisors
Florida
$139K -$6.24K -308 -4%
FFA
754
Farther Finance Advisors
California
$138K +$138K +6,796 New
GGI
755
Godsey & Gibb Inc
Virginia
$137K +$137K +6,748 New
NSIM
756
North Star Investment Management
Illinois
$135K – – –
FA
757
Fiduciary Alliance
South Carolina
$135K +$135K +6,674 New
GJIA
758
Glass Jacobson Investment Advisors
Maryland
$134K +$134K +6,604 New
FMII
759
Farmers & Merchants Investments Inc
Nebraska
$130K – – –
OIA
760
Optimum Investment Advisors
Illinois
$129K +$2.27K +112 +2%
DPI
761
Diversified Portfolios Inc
Michigan
$129K -$124K -6,100 -49%
MA
762
MCF Advisors
Kentucky
$127K -$4.66K -230 -4%
BAM
763
Belpointe Asset Management
Nevada
$123K -$723K -35,664 -85%
BTI
764
Blue Trust Inc
Georgia
$118K -$21.3K -1,128 -15%
Qube Research & Technologies (QRT)
765
Qube Research & Technologies (QRT)
United Kingdom
$117K +$63K +3,112 +116%
BHWM
766
Beaird Harris Wealth Management
Texas
$116K +$104K +5,116 +807%
CWA
767
Clearview Wealth Advisors
Oregon
$114K -$27.7K -1,366 -19%
CSPIA
768
Cary Street Partners Investment Advisory
Virginia
$113K +$113K +5,564 New
RDFA
769
Ritter Daniher Financial Advisory
Ohio
$111K -$31.9K -1,576 -22%
GT
770
Glenmede Trust
Pennsylvania
$111K +$46.5K +2,296 +73%
OFG
771
Oxford Financial Group
Indiana
$104K -$9.44K -466 -8%
TWA
772
TCI Wealth Advisors
Arizona
$104K +$16.2K +798 +18%
PFC
773
Phocas Financial Corp
California
$102K -$594K -29,340 -85%
CDIA
774
Capital Directions Investment Advisors
Georgia
$99.1K +$99.1K +4,892 New
NA
775
NewEdge Advisors
Louisiana
$98.5K +$98.5K +6,490 New
29 30
31
32 33