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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.

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 %
RA
76
Riversedge Advisors
Delaware
$10.1M +$1.75M +83,494 +21%
NIC
77
Northwest Investment Counselors
Oregon
$9.99M -$110K -5,268 -1%
TWM
78
Tradition Wealth Management
Minnesota
$9.67M +$137K +6,516 +1%
AWMG
79
Alliance Wealth Management Group
New Jersey
$9.64M -$37.1K -1,770 -0.4%
TCM
80
Towercrest Capital Management
Pennsylvania
$9.64M -$37.1K -1,770 -0.4%
NSAM
81
North Star Asset Management
Wisconsin
$9.45M -$219K -10,464 -2%
IA
82
IFP Advisors
Florida
$9.42M -$7.85M -212,168 -45%
BCMO
83
Buckingham Capital Management (Ohio)
Ohio
$9.36M +$46.1K +2,198 +0.5%
SFA
84
Sequoia Financial Advisors
Ohio
$9.31M -$503K -23,972 -5%
Truist Financial
85
Truist Financial
North Carolina
$9.1M +$28.3K +1,352 +0.3%
SWRP
86
Summit Wealth & Retirement Planning
California
$8.93M +$602K +28,712 +7%
FA
87
FDx Advisors
Illinois
$8.86M – – –
PIMG
88
Patriot Investment Management Group
Tennessee
$8.83M -$176K -8,386 -2%
JF
89
Joule Financial
Kentucky
$8.81M +$2.3M +109,566 +35%
JIC
90
Johnson Investment Counsel
Ohio
$8.72M +$109K +5,186 +1%
CST
91
Charles Schwab Trust
Nevada
$8.58M +$1.14M +54,158 +15%
BSW
92
Buckingham Strategic Wealth
Missouri
$8.49M – – –
PSP
93
Pacific Sage Partners
Washington
$8.47M -$78.2K -3,728 -0.9%
MSFS
94
Main Street Financial Solutions
Pennsylvania
$8.42M +$196K +9,344 +2%
M1FG
95
Mach-1 Financial Group
Arkansas
$8.39M +$8.39M +400 New
EWM
96
Empirical Wealth Management
Washington
$8.39M +$191K +9,134 +2%
SJIM
97
St. Johns Investment Management
Florida
$8.38M +$352K +16,786 +4%
AAIM
98
Asset Advisors Investment Management
Georgia
$8.31M -$217K -10,346 -3%
AWM
99
AE Wealth Management
Kansas
$8.04M -$1.59M -75,686 -16%
AP
100
Appleton Partners
Massachusetts
$7.92M -$41.4K -1,974 -0.5%
2 3
4
5 6