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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 %
EWM
901
Endurance Wealth Management
Rhode Island
$4K – – –
DAM
902
Delta Asset Management
Tennessee
$3.94K – – –
GEA
903
Glen Eagle Advisors
New Jersey
$3.58K +$2.74K +130 +325%
HCM
904
Hollencrest Capital Management
California
$3.43K – – –
PCA
905
Providence Capital Advisors
North Carolina
$3.35K – – –
CWP
906
Concord Wealth Partners
Virginia
$3.15K – – –
FA
907
Fortis Advisors
Pennsylvania
$3.09K +$42 +2 +1%
CSB
908
City State Bank
Iowa
$3K – – –
TCA
909
Trifecta Capital Advisors
Illinois
$2.66K -$2.45K -116 -48%
FMB
910
Field & Main Bank
Kentucky
$2.6K – – –
TFM
911
TFC Financial Management
Massachusetts
$2.28K – – –
AFG
912
Albion Financial Group
Utah
$2.1K -$22.8K -1,088 -92%
FMP
913
Financial Management Professionals
Texas
$2K -$6.76K -284 -77%
PTC
914
Private Trust Company
Ohio
$1.8K +$1.8K +86 New
MSFP
915
Mark Sheptoff Financial Planning
Connecticut
$1.59K – – –
AA
916
Addison Advisors
Vermont
$1.51K – – –
CIA
917
Cascade Investment Advisors
Oregon
$1.43K +$1.43K +68 New
FFA
918
Founders Financial Alliance
North Carolina
$1.36K -$1.12K -54 -45%
HWA
919
Heritage Wealth Advisors
Virginia
$1.14K +$1.14K +54 New
TF
920
Tompkins Financial
New York
$1.09K – – –
OAJ
921
Ogorek Anthony Joseph
New York
$1K – – –
MIM
922
Macroview Investment Management
Maryland
$608 – – –
CFFP
923
Center for Financial Planning
Michigan
$336 – – –
HS
924
Horan Securities
United States
$335 +$335 +16 New
MAWCM
925
Mine & Arao Wealth Creation & Management
California
$211 +$211 +10 New
35 36
37
38 39