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Schwab U.S Small- Cap ETF
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Overview Fund Activity

939 hedge funds and large institutions have $9.12B invested in Schwab U.S Small- Cap ETF in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 382 increasing their positions, 316 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+74
Holders Change %
+8.55%
% of All Funds
15.15%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.13%
New
143
Increased
382
Reduced
316
Closed
49
Calls
$1.84M
Puts
$267K
Net Calls
+$1.57M
Net Calls Change
+$159K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$130M
2
TCM
Tradewinds Capital Management
Washington
$27.3M
3
CSIA
Charles Schwab Investment Advisory
California
$2.99B
4
PCA
Personal Capital Advisors
California
$426M
5
Ameriprise
Ameriprise
Minnesota
$39.5M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
AWA
Arete Wealth Advisors
Illinois
$1.11B
3
SEI Investments
SEI Investments
Pennsylvania
$300M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$122M
5
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
176
Meridian Wealth Management
Kentucky
$4.28M -$2.55K -126 -0.1%
NDSI
177
Newman Dignan & Sheerar Inc
Rhode Island
$4.27M +$20.9K +1,034 +0.5%
ECM
178
Exchange Capital Management
Michigan
$4.22M -$134K -6,596 -3%
ACA
179
Aspire Capital Advisors
Washington
$4.2M -$5.65M -278,882 -57%
VC
180
Veery Capital
Delaware
$4.14M +$358K +17,666 +9%
ATWA
181
Arbor Trust Wealth Advisors
Michigan
$4.1M +$110K +5,426 +3%
BA
182
Ballast Advisors
Minnesota
$4.06M -$94.1K -4,644 -2%
VNA
183
Valley National Advisers
Pennsylvania
$4.02M -$519K -24,376 -11%
B
184
Bensler
Washington
$3.94M -$39.7K -1,958 -1%
SLT
185
St Louis Trust
Missouri
$3.94M +$3.39M +167,214 +610%
PWM
186
Provident Wealth Management
Tennessee
$3.92M -$251K -12,412 -6%
Citadel Advisors
187
Citadel Advisors
Florida
$3.91M +$3.91M +192,872 New
EGWAG
188
Elwood & Goetz Wealth Advisory Group
Georgia
$3.9M +$186K +9,182 +5%
BFG
189
Bleakley Financial Group
New Jersey
$3.9M +$3.9M +192,566 New
PS
190
Planned Solutions
California
$3.87M +$32.3K +1,594 +0.8%
SS
191
Sunbelt Securities
Texas
$3.87M +$25.9K +1,278 +0.7%
KF
192
Krilogy Financial
Missouri
$3.85M -$54.9K -2,712 -1%
American Century Companies
193
American Century Companies
Missouri
$3.84M -$409K -20,208 -10%
JCM
194
Jacobsen Capital Management
Utah
$3.83M +$3.48M +171,782 +1,005%
PP
195
PrairieView Partners
Minnesota
$3.81M +$187K +9,246 +5%
EE
196
EWG Elevate
California
$3.74M -$75.8K -3,740 -2%
Stifel Financial
197
Stifel Financial
Missouri
$3.71M -$1.06M -52,174 -22%
LA
198
LVW Advisors
New York
$3.62M +$49.7K +2,456 +1%
DI
199
Diligent Investors
California
$3.6M -$20.5K -1,012 -0.6%
ACM
200
Anfield Capital Management
California
$3.57M +$1.22M +55,604 +52%
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