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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 %
MFG
951
Magnus Financial Group
New York
– -$221K -10,906 Closed
CPP
952
Capasso Planning Partners
South Carolina
– -$201K -9,902 Closed
DWP
953
Destiny Wealth Partners
Florida
– -$158K -7,780 Closed
ACP
954
Arcus Capital Partners
Georgia
– -$155K -7,628 Closed
GGI
955
Godsey & Gibb Inc
Virginia
– -$137K -6,748 Closed
FA
956
Fiduciary Alliance
South Carolina
– -$135K -6,674 Closed
DPI
957
Diversified Portfolios Inc
Michigan
– -$129K -6,364 Closed
Qube Research & Technologies (QRT)
958
Qube Research & Technologies (QRT)
United Kingdom
– -$117K -5,800 Closed
PFC
959
Phocas Financial Corp
California
– -$102K -5,020 Closed
WCG
960
Wall Capital Group
Arizona
– -$87.9K -4,128 Closed
OWA
961
One Wealth Advisors
California
– -$72.6K -3,584 Closed
PCTC
962
Perkins Coie Trust Company
Washington
– -$59.8K -2,952 Closed
FCAS
963
First Command Advisory Services
Texas
– -$2K -1,310 Closed
RIA
964
Realta Investment Advisors
Delaware
– -$19.6K -970 Closed
PGAM
965
Princeton Global Asset Management
New Jersey
– -$18K -904 Closed
WAM
966
WFA Asset Management
Wisconsin
– -$17.2K -852 Closed
FCA
967
Fortis Capital Advisors
Kansas
– -$16.2K -800 Closed
BBHC
968
Brown Brothers Harriman & Co
New York
– -$16K -790 Closed
WOSD
969
WFA of San Diego
California
– -$15.8K -782 Closed
FWA
970
Freedom Wealth Alliance
Wisconsin
– -$15K -740 Closed
First Manhattan
971
First Manhattan
New York
– -$9.88K -488 Closed
RBC
972
Romano Brothers & Co
Illinois
– -$8.83K -436 Closed
BL
973
Balentine LLC
Georgia
– -$8.06K -398 Closed
ZIG
974
Zullo Investment Group
Pennsylvania
– -$7.37K -364 Closed
BCMLT
975
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$6.73K -332 Closed
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