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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 %
GWSG
876
GPS Wealth Strategies Group
Colorado
$10.7K +$10.7K +508 New
JFG
877
JDM Financial Group
Texas
$10.5K +$1.93K +92 +23%
WWM
878
Wagner Wealth Management
South Carolina
$10.2K +$963 +46 +10%
IHWM
879
Iron Horse Wealth Management
Iowa
$10.1K +$8.22K +392 +426%
IF
880
Integrity Financial
Wyoming
$9.81K +$9.81K +468 New
NG
881
NWK Group
California
$8.89K – – –
AWM
882
Aberdeen Wealth Management
Illinois
$8.39K – – –
WIM
883
Westside Investment Management
California
$8.22K – – –
CT
884
Clearstead Trust
Maine
$8.22K – – –
CMA
885
Cedar Mountain Advisors
Oregon
$8.13K – – –
Commonwealth Equity Services
886
Commonwealth Equity Services
Massachusetts
$7.48K +$518 +24,722 +7%
GI
887
Gradient Investments
Minnesota
$7.06K -$2.23K -106 -24%
HCM
888
Horrell Capital Management
Arkansas
$7K – – –
BAM
889
Bellevue Asset Management
Washington
$6.21K – – –
EWM
890
EPG Wealth Management
Georgia
$6.12K – – –
JFA
891
JNBA Financial Advisors
Minnesota
$5.96K – – –
PO
892
Private Ocean
California
$5.87K -$4.7K -224 -44%
BLC
893
Brown, Lisle/Cummings
Rhode Island
$5.87K – – –
NRC
894
New Republic Capital
North Carolina
$5.83K +$5.83K +278 New
HDIM
895
Hanson & Doremus Investment Management
Vermont
$5K – – –
AA
896
Atmos Advisory
Pennsylvania
$4.7K -$13.5K -642 -74%
AAP
897
Arax Advisory Partners
Colorado
$4.54K -$3.32K -158 -42%
GA
898
GoalVest Advisory
New York
$4.29K +$4.29K +204 New
Citigroup
899
Citigroup
New York
$4.19K -$7.04K -336 -63%
FP
900
Financial Perspectives
Minnesota
$4.11K – – –
34 35
36
37 38