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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CKAIS
101
Christensen King & Associates Investment Services
Washington
$9.8M 207,398 +207,398 New
SFA
102
Souders Financial Advisors
Ohio
$9.6M 203,204 +6,455 +3%
MTC
103
Matrix Trust Company
Colorado
$9.09M 192,386 +704 +0.4%
Truist Financial
104
Truist Financial
North Carolina
$8.98M 190,055 -5,685 -3%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$8.9M 188,380 +14,327 +8%
EL
106
Essex LLC
Illinois
$8.83M 186,859 +20,865 +13%
PWM
107
Pinnacle Wealth Management
California
$8.76M 185,408 +185,408 New
AFA
108
American Financial Advisors
Georgia
$8.74M 184,928 -3,077 -2%
SA
109
Scarborough Advisors
Maryland
$8.66M 183,247 +3,850 +2%
CFMC
110
Curbstone Financial Management Corp
New Hampshire
$8.63M 182,682 +2,650 +1%
VWM
111
VCI Wealth Management
Missouri
$8.44M 178,685 +178,685 New
LFS
112
Lutz Financial Services
Nebraska
$8.35M 176,694 +7,213 +4%
BFG
113
Bouchey Financial Group
New York
$8.34M 176,497 -105,283 -37%
DP
114
Denver PWM
Colorado
$8.13M 177,901 +3,752 +2%
CPIG
115
Chicago Partners Investment Group
Illinois
$8.02M 175,243 +19,899 +13%
WT
116
Whittier Trust
California
$7.92M 167,667 +142,506 +566%
SIC
117
Salem Investment Counselors
North Carolina
$7.89M 166,955 +2,284 +1%
MFC
118
Morris Financial Concepts
South Carolina
$7.84M 165,993 +3,747 +2%
KBFS
119
Kohmann Bosshard Financial Services
Ohio
$7.83M 165,657 +2,269 +1%
CWA
120
Consilium Wealth Advisory
Texas
$7.72M 163,487 +37,718 +30%
FCI
121
Financial Counselors Inc
Kansas
$7.72M 163,399 – –
PIMG
122
Patriot Investment Management Group
Tennessee
$7.68M 162,627 -7,512 -4%
CMP
123
Courage Miller Partners
Virginia
$7.64M 161,629 +4,355 +3%
WTC
124
WhitTier Trust Company
Nevada
$7.56M 160,072 +28,203 +21%
AIM
125
Athena Investment Management
California
$7.54M 159,630 +972 +0.6%
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5
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