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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 %
PCTC
801
Perkins Coie Trust Company
Washington
$59.8K +$59.8K +2,952 New
TFP
802
Tilia Fiduciary Partners
North Carolina
$57.7K -$1.34K -66 -2%
BC
803
Burleson & Co
California
$56.8K +$284 +14 +0.5%
OSAM
804
O'Shaughnessy Asset Management
Connecticut
$56.3K +$19.4K +958 +53%
BC
805
Barrett & Company
Rhode Island
$53.9K – – –
AC
806
AlphaCore Capital
California
$51.7K – – –
HNB
807
Huntington National Bank
Ohio
$51K -$174K – –
HR
808
Howe & Rusling
New York
$50.7K +$42K +2,072 +480%
SPIA
809
Steward Partners Investment Advisory
New York
$48.3K +$5.35K +264 +12%
LC
810
Lindbrook Capital
California
$47.2K +$203 +10 +0.4%
TCWA
811
Ten Capital Wealth Advisors
Washington
$46.7K +$8.71K +430 +23%
M
812
MOTCO
Texas
$44.8K – – –
HCP
813
Hexagon Capital Partners
Arkansas
$42.9K -$1.5K -74 -3%
TFGT
814
TS Financial Group (TSFG)
Illinois
$42K +$122 +6 +0.3%
GBT
815
Grove Bank & Trust
Florida
$42K +$42K +2,080 New
BCM
816
Blume Capital Management
California
$41.2K – – –
SCA
817
Stonebridge Capital Advisors
Minnesota
$39.9K +$33.2K +1,638 +490%
ICM
818
Islay Capital Management
Texas
$39.7K – – –
SWM
819
Sugarloaf Wealth Management
Georgia
$37.6K – – –
CSWM
820
Cassady Schiller Wealth Management
Ohio
$37K +$37K +1,828 New
FHA
821
First Horizon Advisors
Tennessee
$34.7K – – –
PP
822
PDS Planning
Ohio
$34.5K +$34.5K +1,702 New
ME
823
McIlrath & Eck
Washington
$34.1K – – –
UIA
824
Ulland Investment Advisors
Minnesota
$32K – – –
CPFP
825
Clear Perspectives Financial Planning
Ohio
$31.2K +$6.93K +342 +29%
31 32
33
34 35