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

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$65.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$35.4M
4
H
HoyleCohen
California
$10.3M
5
NYLIM
New York Life Investment Management
New York
$9.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Garde Capital
Washington
$6.69M +$50.2K +2,290 +0.8%
SLT
127
St Louis Trust
Missouri
$6.59M +$2.91M +133,016 +79%
CMP
128
Courage Miller Partners
Virginia
$6.53M +$73.3K +3,348 +1%
VFIC
129
Valley Forge Investment Consultants
Pennsylvania
$6.52M -$59.7K -2,728 -0.9%
HWM
130
HB Wealth Management
Georgia
$6.47M -$230K -10,500 -3%
ADL
131
Asset Dedication LLC
California
$6.45M -$56.9K -2,592 -0.9%
PMG
132
ProVise Management Group
Florida
$6.35M -$317K -14,462 -5%
CPIG
133
Chicago Partners Investment Group
Illinois
$6.34M +$493K +21,752 +8%
CWAG
134
Carlsbad Wealth Advisory Group
California
$6.34M +$6.34M +289,376 New
AMG
135
Asset Management Group
Connecticut
$6.29M -$87.6K -3,998 -1%
MAM
136
Marquette Asset Management
Minnesota
$6.21M -$151K -6,908 -2%
BIA
137
Bell Investment Advisors
California
$6.08M +$755K +34,492 +14%
DAS
138
Dynamic Advisor Solutions
Arizona
$6M +$2.1M +95,720 +54%
NRI
139
NFP Retirement Inc
California
$5.96M +$307K +14,024 +5%
CAM
140
Cresset Asset Management
Illinois
$5.96M +$322K +14,708 +6%
BDF
141
Black Diamond Financial
Maryland
$5.96M -$71.2K -3,252 -1%
DB
142
Dravo Bay
Delaware
$5.88M +$112K +5,104 +2%
HFS
143
Horizon Financial Services
North Carolina
$5.79M +$179K +8,176 +3%
WTC
144
WhitTier Trust Company
Nevada
$5.77M -$6.13K -280 -0.1%
IAN
145
Integrated Advisors Network
Texas
$5.7M +$61.4K +2,802 +1%
VC
146
Veery Capital
Delaware
$5.62M +$477K +21,762 +9%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$5.57M +$694K +31,672 +14%
TW
148
Transform Wealth
Colorado
$5.49M -$25K -1,142 -0.5%
VA
149
Valmark Advisers
Ohio
$5.34M +$259K +11,814 +5%
FF
150
Friedenthal Financial
New Jersey
$5.33M -$10.1K -462 -0.2%
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