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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
+$53.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$26.8M
3
Charles Schwab
Charles Schwab
California
+$19.8M
4
Cerity Partners
Cerity Partners
New York
+$14.9M
5
AG
Appleton Group
Wisconsin
+$10.7M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$64.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$48.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$27M
4
H
HoyleCohen
California
-$15.5M
5
NYLIM
New York Life Investment Management
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
176
Orgel Wealth Management
Wisconsin
$4.49M -$3.03M -138,270 -40%
ATWA
177
Arbor Trust Wealth Advisors
Michigan
$4.43M +$63.6K +2,904 +1%
ECM
178
Exchange Capital Management
Michigan
$4.34M -$129K -5,894 -3%
MCM
179
MAI Capital Management
Ohio
$4.26M -$145K -6,600 -3%
BA
180
Ballast Advisors
Minnesota
$4.21M -$93K -4,246 -2%
PFWA
181
Paces Ferry Wealth Advisors
Georgia
$4.19M +$282K +12,872 +7%
PWM
182
Provident Wealth Management
Tennessee
$4.15M -$47.9K -2,186 -1%
WA
183
WBH Advisory
Maryland
$4.14M +$466K +21,268 +13%
BAMG
184
Brand Asset Management Group
Missouri
$4.13M -$19.2K -876 -0.5%
RJA
185
Raymond James & Associates
Florida
$4.11M +$1.52M +69,194 +58%
C
186
CEDRUS
Colorado
$4.11M -$259K -11,808 -6%
SFA
187
Seneca Financial Advisors
New York
$4.05M -$490K -22,382 -11%
JJBC
188
James J. Burns & Company
New York
$3.98M -$13.7K -626 -0.3%
ACM
189
Anfield Capital Management
California
$3.98M -$39.2K -1,792 -1%
DI
190
Diligent Investors
California
$3.93M +$26.6K +1,216 +0.7%
JPMorgan Chase & Co
191
JPMorgan Chase & Co
New York
$3.92M +$161K +7,344 +4%
NDSI
192
Newman Dignan & Sheerar Inc
Rhode Island
$3.91M -$866K -39,548 -18%
PP
193
PrairieView Partners
Minnesota
$3.84M -$184K -8,406 -5%
TIM
194
Tortoise Investment Management
New York
$3.83M +$638K +29,120 +20%
B
195
Bensler
Washington
$3.76M -$275K -12,564 -7%
FTS
196
Fifth Third Securities
Ohio
$3.73M +$192K +8,766 +5%
PAI
197
Pittenger & Anderson Inc
Nebraska
$3.72M +$77.8K +3,552 +2%
EGWAG
198
Elwood & Goetz Wealth Advisory Group
Georgia
$3.67M -$179K -8,188 -5%
RRC
199
Relaxing Retirement Coach
Massachusetts
$3.65M +$2.58K +118 +0.1%
VNA
200
Valley National Advisers
Pennsylvania
$3.65M -$52.4K -2,392 -1%
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