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Schwab U.S Small- Cap ETF
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Overview Fund Activity

955 hedge funds and large institutions have $8.45B invested in Schwab U.S Small- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 370 increasing their positions, 379 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+29
Holders Change %
+3.13%
% of All Funds
15.06%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.03%
New
85
Increased
370
Reduced
379
Closed
48
Calls
$3.2M
Puts
$670K
Net Calls
+$2.53M
Net Calls Change
+$283K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.17B
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$515M
3
Charles Schwab
3
Charles Schwab
California
$379M
4
Cerity Partners
4
Cerity Partners
New York
$26.6M
5
AG
5
Appleton Group
Wisconsin
$11.3M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$65.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$35.4M
4
H
4
HoyleCohen
California
$10.3M
5
NYLIM
5
New York Life Investment Management
New York
$9.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
76
HoyleCohen
California
$10.3M -$15.5M -707,946 -60%
BCMO
77
Buckingham Capital Management (Ohio)
Ohio
$10.2M +$428K +19,546 +4%
AWMG
78
Alliance Wealth Management Group
New Jersey
$10.1M +$14.7K +672 +0.1%
TCM
79
Towercrest Capital Management
Pennsylvania
$10.1M +$14.7K +672 +0.1%
NIC
80
Northwest Investment Counselors
Oregon
$10.1M -$360K -16,438 -3%
SWRP
81
Summit Wealth & Retirement Planning
California
$10M +$670K +30,590 +7%
JF
82
Joule Financial
Kentucky
$9.98M +$783K +35,742 +9%
TWM
83
Tradition Wealth Management
Minnesota
$9.98M -$120K -5,466 -1%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$9.89M +$2.07M +94,498 +26%
SFA
85
Sequoia Financial Advisors
Ohio
$9.84M +$114K +5,202 +1%
NSAM
86
North Star Asset Management
Wisconsin
$9.83M -$40.5K -1,848 -0.4%
NYLIM
87
New York Life Investment Management
New York
$9.66M -$13.9M -636,372 -59%
JIC
88
Johnson Investment Counsel
Ohio
$9.64M +$525K +23,968 +6%
BSW
89
Buckingham Strategic Wealth
Missouri
$9.63M +$449K +20,482 +5%
MSFS
90
Main Street Financial Solutions
Pennsylvania
$9.39M +$588K +26,842 +7%
SJIM
91
St. Johns Investment Management
Florida
$9.37M +$618K +28,234 +7%
EWM
92
Empirical Wealth Management
Washington
$9.3M +$545K +24,898 +6%
PSP
93
Pacific Sage Partners
Washington
$9.25M +$398K +18,188 +5%
TPW
94
Tiller Private Wealth
Pennsylvania
$9.04M +$874K +39,886 +11%
Truist Financial
95
Truist Financial
North Carolina
$8.91M -$601K -27,450 -6%
AWM
96
AE Wealth Management
Kansas
$8.8M +$401K +18,320 +5%
PIMG
97
Patriot Investment Management Group
Tennessee
$8.62M -$604K -27,602 -7%
AFA
98
American Financial Advisors
Georgia
$8.42M +$7.49M +341,792 +801%
CST
99
Charles Schwab Trust
Nevada
$8.42M +$139K +6,886 +2%
SFA
100
Souders Financial Advisors
Ohio
$8.3M +$651K +29,732 +9%
2 3
4
5 6