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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab
California
$344M
2
Bank of America
Bank of America
North Carolina
$387M
3
FFN
Focus Financial Network
Minnesota
$12.2M
4
Jane Street
Jane Street
New York
$12.2M
5
Ameriprise
Ameriprise
Minnesota
$51.3M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.98B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$59.8M
3
TCM
Tradewinds Capital Management
Washington
$1.15M
4
HighTower Advisors
HighTower Advisors
Illinois
$53.3M
5
AT
American Trust
Kentucky
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
176
Sunbelt Securities
Texas
$4.18M +$251K +12,220 +6%
PS
177
Planned Solutions
California
$4.16M +$155K +7,382 +4%
BA
178
Ballast Advisors
Minnesota
$4.12M -$84.8K -4,046 -2%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$4.1M +$125K +2,676 +3%
LA
180
LVW Advisors
New York
$4.08M +$330K +15,744 +9%
JCM
181
Jacobsen Capital Management
Utah
$4.03M +$69.6K +3,318 +2%
ACA
182
Aspire Capital Advisors
Washington
$4.03M -$316K -15,090 -7%
PWM
183
Provident Wealth Management
Tennessee
$4.02M -$35.9K -1,714 -0.9%
GG
184
Gleason Group
Kentucky
$4.01M -$1.13M -53,752 -22%
BAMG
185
Brand Asset Management Group
Missouri
$3.97M -$607K -28,974 -13%
Stifel Financial
186
Stifel Financial
Missouri
$3.92M +$84K +4,006 +2%
B
187
Bensler
Washington
$3.86M -$222K -10,582 -5%
PP
188
PrairieView Partners
Minnesota
$3.85M -$85.9K -4,100 -2%
ACM
189
Anfield Capital Management
California
$3.85M +$424K +20,240 +12%
EE
190
EWG Elevate
California
$3.84M -$30.4K -1,448 -0.8%
JJBC
191
James J. Burns & Company
New York
$3.82M +$1.49M +70,900 +64%
SFC
192
Strategic Financial Concepts
Texas
$3.76M +$3.76M +179,246 New
PFWA
193
Paces Ferry Wealth Advisors
Georgia
$3.74M +$267K +12,734 +8%
DAS
194
Dynamic Advisor Solutions
Arizona
$3.74M +$1.8M +85,884 +93%
DI
195
Diligent Investors
California
$3.74M +$5.58K +266 +0.1%
EGWAG
196
Elwood & Goetz Wealth Advisory Group
Georgia
$3.69M -$352K -16,808 -9%
LWM
197
Liberty Wealth Management
California
$3.61M +$3.61M +166,704 New
JPMorgan Chase & Co
198
JPMorgan Chase & Co
New York
$3.6M -$2.05M -97,838 -36%
SLT
199
St Louis Trust
Missouri
$3.52M -$558K -26,592 -14%
WA
200
WBH Advisory
Maryland
$3.52M +$3.52M +167,824 New
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