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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 %
TPW
101
Tiller Private Wealth
Pennsylvania
$7.82M +$804K +38,328 +11%
MTC
102
Matrix Trust Company
Colorado
$7.7M +$173K +8,264 +2%
CFMC
103
Curbstone Financial Management Corp
New Hampshire
$7.54M -$37.7K -1,800 -0.5%
IAS
104
IMA Advisory Services
Colorado
$7.53M -$54K -2,578 -0.7%
SIC
105
Salem Investment Counselors
North Carolina
$7.38M -$71.6K -3,414 -1%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$7.33M +$54.7K +2,608 +0.8%
SFA
107
Souders Financial Advisors
Ohio
$7.32M +$335K +16,002 +5%
BFG
108
Berger Financial Group
Minnesota
$7.28M -$886K -42,244 -11%
LFS
109
Lutz Financial Services
Nebraska
$7.23M +$535K +25,500 +8%
OWM
110
Orgel Wealth Management
Wisconsin
$7.2M -$2.1M -100,268 -23%
CP
111
Capital Planning
Washington
$7.17M +$1.35M +64,364 +23%
CWM
112
Congress Wealth Management
Massachusetts
$7.12M +$252K +12,010 +4%
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$7M -$76.8K -3,664 -1%
AF
114
Advisornet Financial
Minnesota
$6.97M +$251K +11,994 +4%
DP
115
Denver PWM
Colorado
$6.91M +$566K +27,788 +9%
WANY
116
Wealthspire Advisors (New York)
New York
$6.89M +$129K +6,144 +2%
FCI
117
Financial Counselors Inc
Kansas
$6.85M – – –
RWP
118
Revolve Wealth Partners
New Jersey
$6.81M -$4.16M -198,296 -38%
MG
119
Mather Group
Illinois
$6.81M +$27.1K +1,292 +0.4%
MFC
120
Morris Financial Concepts
South Carolina
$6.7M +$286K +13,664 +4%
EL
121
Essex LLC
Illinois
$6.57M – – –
AIM
122
Athena Investment Management
California
$6.56M +$52K +2,482 +0.8%
SA
123
Scarborough Advisors
Maryland
$6.47M +$94.6K +4,510 +1%
HWM
124
HB Wealth Management
Georgia
$6.42M +$84 +4 +0%
PMG
125
ProVise Management Group
Florida
$6.39M -$616K -29,366 -9%
3 4
5
6 7