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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.

New
Increased
Maintained
Reduced
Closed
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 %
SSB
751
Sandy Spring Bank
Maryland
$199K -$27.2K -1,298 -12%
CA
752
Clearstead Advisors
Ohio
$185K -$23.2K -1,108 -11%
HWM
753
Horizons Wealth Management
North Carolina
$184K – – –
LWANC
754
Laurel Wealth Advisors (North Carolina)
North Carolina
$180K -$8.39K -400 -4%
GWM
755
Guardian Wealth Management
Illinois
$177K -$7.09K -338 -4%
KA
756
Kozak & Associates
Colorado
$177K – – –
CIAS
757
Capital Investment Advisory Services
North Carolina
$157K -$33.8K -1,614 -18%
BFPW
758
BOK Financial Private Wealth
Colorado
$152K -$1.55K -74 -1%
NSG
759
Nalls Sherbakoff Group
Tennessee
$150K +$150K +7,304 New
BWA
760
BDO Wealth Advisors
Florida
$144K – – –
FFA
761
Farther Finance Advisors
California
$143K +$377 +18 +0.3%
NSIM
762
North Star Investment Management
Illinois
$140K – – –
OIA
763
Optimum Investment Advisors
Illinois
$135K +$1.13K +54 +0.8%
WWP
764
WR Wealth Planners
Missouri
$135K -$375K -17,890 -74%
FMII
765
Farmers & Merchants Investments Inc
Nebraska
$134K – – –
KSWA
766
Kathleen S. Wright Associates
Pennsylvania
$132K -$19.6K -934 -13%
MA
767
MCF Advisors
Kentucky
$131K +$126 +6 +0.1%
RDFA
768
Ritter Daniher Financial Advisory
Ohio
$127K +$11.8K +562 +10%
CSPIA
769
Cary Street Partners Investment Advisory
Virginia
$117K +$294 +14 +0.3%
GT
770
Glenmede Trust
Pennsylvania
$114K – – –
FAM
771
Family Asset Management
South Carolina
$108K +$24.1K +1,150 +29%
BTI
772
Blue Trust Inc
Georgia
$107K -$19.4K -958 -15%
RF
773
Robbins Farley
New Hampshire
$106K +$99.7K +4,754 +1,544%
BAM
774
Belpointe Asset Management
Nevada
$105K -$22.1K -1,054 -17%
CWA
775
Clearview Wealth Advisors
Oregon
$103K -$15.6K -744 -13%
29 30
31
32 33