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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 %
MSFP
926
Mark Sheptoff Financial Planning
Connecticut
$1.54K -$486 -24 -24%
BCMIO
927
Beacon Capital Management Inc (Ohio)
Ohio
$1.46K +$648 +32 +80%
AA
928
Addison Advisors
Vermont
$1.46K +$1.46K +72 New
BWP
929
Baldwin Wealth Partners
Massachusetts
$1.3K +$1.3K +64 New
FPFS
930
First Personal Financial Services
North Carolina
$1.18K -$3.12K -154 -73%
OAJ
931
Ogorek Anthony Joseph
New York
$1K – – –
TF
932
Tompkins Financial
New York
$1K +$1K +52 New
MAWA
933
Moss Adams Wealth Advisors
Washington
$892 +$892 +44 New
GEA
934
Glen Eagle Advisors
New Jersey
$820 – – –
MIM
935
Macroview Investment Management
Maryland
$585 – – –
MFG
936
Mendota Financial Group
Wisconsin
$486 +$486 +24 New
CFFP
937
Center for Financial Planning
Michigan
$324 – – –
Deutsche Bank
938
Deutsche Bank
Germany
$41 -$49.2K -2,398 -100%
CT
939
Colonial Trust
South Carolina
$41 +$41 +2 New
WIM
940
Westside Investment Management
California
$7 – – –
UBS AM
941
UBS AM
Illinois
– -$88.7M -4,692,638 Closed
MA
942
MUFG Americas
New York
– -$11.7M -618,310 Closed
JFGLC
943
Johnson Financial Group LLC (Colorado)
Colorado
– -$8.87M -469,568 Closed
JWM
944
JFG Wealth Management
Colorado
– -$5.2M -275,228 Closed
SW
945
Simplicity Wealth
New Jersey
– -$2.71M -143,574 Closed
TRCT
946
Tower Research Capital (TRC)
New York
– -$2.1M -110,832 Closed
FCA
947
FLC Capital Advisors
California
– -$1.93M -102,044 Closed
SA
948
Shilanski & Associates
Alaska
– -$1.3M -68,844 Closed
PAM
949
Palisade Asset Management
Minnesota
– -$1.24M -65,652 Closed
PRS
950
Pinkerton Retirement Specialists
Idaho
– -$1.12M -59,376 Closed
36 37
38
39 40