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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,051 hedge funds and large institutions have $9.58B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
+111
Holders Change %
+11.81%
% of All Funds
15.41%
Holding in Top 10
70
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.67%
% of All Funds
1.03%
New
167
Increased
406
Reduced
360
Closed
47
Calls
$2.3M
Puts
$1.63M
Net Calls
+$672K
Net Calls Change
-$1.11M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$87.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$579M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.53B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$56.3M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$940K
2
FA
2
Financial Advisors
Massachusetts
$1.54M
3
UCFA
3
United Capital Financial Advisors
Texas
$15.2M
4
Ameriprise
4
Ameriprise
Minnesota
$28.5M
5
BWL
5
Bogart Wealth LLC
Virginia
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1051
Crewe Advisors
Utah
$95 +$95 +4 New
FFA
1052
Frazier Financial Advisors
Ohio
$48 +$48 +2 New
YAL
1053
Your Advocates Ltd
Texas
$31 -$5.39K -348 -99%
FM
1054
Family Management
New York
$19 -$252K -12,190 Closed
IAS
1055
IMA Advisory Services
Colorado
– -$8.19M -395,678 Closed
SBH
1056
Segall Bryant & Hamill
Illinois
– -$1.8M -87,100 Closed
CF
1057
Cantor Fitzgerald
New York
– -$1.45M -69,786 Closed
Millennium Management
1058
Millennium Management
New York
– -$1.23M -59,512 Closed
Citadel Advisors
1059
Citadel Advisors
Florida
– -$1.06M -51,358 Closed
CP
1060
Capital Planning
Washington
– -$980K -47,308 Closed
EW
1061
Evoke Wealth
California
– -$949K -45,816 Closed
Renaissance Technologies
1062
Renaissance Technologies
New York
– -$862K -41,600 Closed
GWA
1063
GGM Wealth Advisors
Maryland
– -$777K -37,534 Closed
LWM
1064
Laidlaw Wealth Management
New York
– -$717K -34,608 Closed
WP
1065
WealthSource Partners
California
– -$662K -31,978 Closed
WF
1066
Wayfinding Financial
Washington
– -$442K -21,652 Closed
BTWM
1067
Baker Tilly Wealth Management
Wisconsin
– -$434K -20,932 Closed
TA
1068
Trellis Advisors
Washington
– -$364K -17,552 Closed
YIH
1069
Y-Intercept (HK)
Hong Kong
– -$261K -12,606 Closed
FPAS
1070
Focus Partners Advisor Solutions
Missouri
– -$224K -10,828 Closed
NWMG
1071
National Wealth Management Group
Ohio
– -$218K -10,512 Closed
SFP
1072
Sweet Financial Partners
Minnesota
– -$210K -10,144 Closed
CSPIA
1073
Cary Street Partners Investment Advisory
Virginia
– -$155K -7,508 Closed
HL
1074
HeadInvest LLC
Maine
– -$128K -6,256 Closed
WWP
1075
WR Wealth Planners
Missouri
– -$111K -5,338 Closed
40 41 42
43
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