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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
Charles Schwab Investment Advisory
California
+$53.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$26.8M
3
Charles Schwab
Charles Schwab
California
+$19.8M
4
Cerity Partners
Cerity Partners
New York
+$14.9M
5
AG
Appleton Group
Wisconsin
+$10.7M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$64.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$48.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$27M
4
H
HoyleCohen
California
-$15.5M
5
NYLIM
New York Life Investment Management
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GB
751
Goepper Burkhardt
South Carolina
$216K – – –
FG
752
Fiduciary Group
Georgia
$216K – – –
SFP
753
Sweet Financial Partners
Minnesota
$215K -$69.4K -3,170 -24%
SCM
754
Sebold Capital Management
Illinois
$213K +$88 +4 +0%
APW
755
Austin Private Wealth
Texas
$211K -$15.5K -708 -7%
G
756
Gainplan
Michigan
$211K -$1.1K -50 -0.5%
MAG
757
Mayfair Advisory Group
Alabama
$211K +$211K +9,724 New
CRC
758
Curi RMB Capital
Illinois
$210K +$210K +9,602 New
JCM
759
J2 Capital Management
Michigan
$210K – – –
SCM
760
Stordahl Capital Management
Colorado
$208K +$208K +9,478 New
Citadel Advisors
761
Citadel Advisors
Florida
$207K -$2.08M -95,152 -91%
SFG
762
StrategIQ Financial Group
Indiana
$207K +$207K +9,472 New
WI
763
Wedgewood Investors
Pennsylvania
$207K +$207K +9,452 New
PWS
764
Paragon Wealth Strategies
Florida
$205K +$205K +9,374 New
AT
765
American Trust
Kentucky
$204K -$20.1K -916 -9%
APA
766
Astoria Portfolio Advisors
New York
$202K +$202K +8,924 New
LEFP
767
Leading Edge Financial Planning
Tennessee
$202K -$37.3K -1,704 -16%
RIS
768
Retirement Income Solutions
Michigan
$201K -$110K -5,010 -35%
BWA
769
Bordeaux Wealth Advisors
California
$201K -$437K -19,974 -68%
CWA
770
Continuum Wealth Advisors
New York
$201K +$201K +9,176 New
HWM
771
Horizons Wealth Management
North Carolina
$192K – – –
KA
772
Kozak & Associates
Colorado
$186K – – –
BAM
773
Bosun Asset Management
Illinois
$175K +$175K +8,000 New
CSPIA
774
Cary Street Partners Investment Advisory
Virginia
$174K +$51.4K +2,346 +42%
BHWM
775
Beaird Harris Wealth Management
Texas
$167K -$158K -7,230 -49%
29 30
31
32 33