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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
$130M
2
TCM
Tradewinds Capital Management
Washington
$27.3M
3
CSIA
Charles Schwab Investment Advisory
California
$2.99B
4
PCA
Personal Capital Advisors
California
$426M
5
Ameriprise
Ameriprise
Minnesota
$39.5M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
AWA
Arete Wealth Advisors
Illinois
$1.11B
3
SEI Investments
SEI Investments
Pennsylvania
$300M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$122M
5
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
826
Retirement Group
California
$31K +$10.3K +508 +50%
GFWA
827
Grey Fox Wealth Advisors
Delaware
$29.7K +$29.7K +1,464 New
SIS
828
Sound Income Strategies
Florida
$29K +$29K +1,430 New
NFSG
829
Newbridge Financial Services Group
Florida
$28K +$21.5K +1,062 +332%
WFA
830
WestHill Financial Advisors
California
$27.2K – – –
KTC
831
Kistler-Tiffany Companies
Pennsylvania
$25.5K – – –
ACA
832
Atlas Capital Advisors
Wyoming
$25.1K +$7.21K +356 +40%
HF
833
Halpern Financial
Virginia
$24.7K -$2.03K -100 -8%
SC
834
SouthState Corp
Florida
$24.3K +$24.3K +1,200 New
Fifth Third Bancorp
835
Fifth Third Bancorp
Ohio
$24.1K -$40.5K -2,000 -63%
AFG
836
Albion Financial Group
Utah
$24.1K – – –
Barclays
837
Barclays
United Kingdom
$22K – – –
POIA
838
Pin Oak Investment Advisors
Texas
$22K – – –
MWM
839
Mascoma Wealth Management
New Hampshire
$22K +$22K +1,084 New
FCAG
840
First Capital Advisors Group
New Jersey
$21.7K +$21.7K +1,072 New
FCA
841
FinTrust Capital Advisors
South Carolina
$21.3K -$9.68K -478 -31%
EWA
842
EverSource Wealth Advisors
Alabama
$21.1K -$10.7K -526 -34%
LWA
843
Lowe Wealth Advisors
Maryland
$21.1K – – –
IWP
844
IAG Wealth Partners
Wisconsin
$20.3K +$14.9K +736 +279%
RA
845
RiverTree Advisors
Florida
$20.1K -$1 -2 -0%
HBW
846
Hazlett, Burt & Watson
West Virginia
$20K +$4.36K +216 +28%
MHR
847
Matthew Hamilton Rosenberg
$19.7K – – –
RIA
848
Realta Investment Advisors
Delaware
$19.6K +$19.6K +970 New
NC
849
NewSquare Capital
Pennsylvania
$19K +$18.9K +932 +23,300%
GWSA
850
Global Wealth Strategies & Associates
Colorado
$18.8K +$18.8K +928 New
32 33
34
35 36