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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 %
Citigroup
876
Citigroup
New York
$10.9K -$6.77K -334 -38%
ATC
877
Adirondack Trust Company
New York
$10.6K – – –
PO
878
Private Ocean
California
$10.2K – – –
First Manhattan
879
First Manhattan
New York
$9.88K -$2.43K -120 -20%
GI
880
Gradient Investments
Minnesota
$8.97K +$2.15K +106 +32%
WWM
881
Wagner Wealth Management
South Carolina
$8.95K +$729 +36 +9%
RBC
882
Romano Brothers & Co
Illinois
$8.83K +$8.83K +436 New
NG
883
NWK Group
California
$8.59K – – –
JFG
884
JDM Financial Group
Texas
$8.26K +$8.26K +408 New
AWM
885
Aberdeen Wealth Management
Illinois
$8.1K – – –
BL
886
Balentine LLC
Georgia
$8.06K +$8.06K +398 New
CT
887
Clearstead Trust
Maine
$8K – – –
CG
888
Cutler Group
California
$8K +$8K +400 New
CMA
889
Cedar Mountain Advisors
Oregon
$7.86K – – –
AAP
890
Arax Advisory Partners
Colorado
$7.58K +$2.39K +118 +46%
ZIG
891
Zullo Investment Group
Pennsylvania
$7.37K – – –
HCM
892
Horrell Capital Management
Arkansas
$7K – – –
FMP
893
Financial Management Professionals
Texas
$7K +$5.36K +282 +328%
BCMLT
894
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.73K -$11.3K -560 -63%
RF
895
Robbins Farley
New Hampshire
$6.24K – – –
BAM
896
Bellevue Asset Management
Washington
$5.96K – – –
EWM
897
EPG Wealth Management
Georgia
$5.91K – – –
JFA
898
JNBA Financial Advisors
Minnesota
$5.75K +$4.05K +200 +238%
MWM
899
MinichMacGregor Wealth Management
New York
$5.75K +$5.75K +284 New
BLC
900
Brown, Lisle/Cummings
Rhode Island
$5.67K – – –
34 35
36
37 38