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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.

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
1
Goldman Sachs
New York
$130M
2
TCM
2
Tradewinds Capital Management
Washington
$27.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$2.99B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$20.6M
5
PCA
5
Personal Capital Advisors
California
$426M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
AWA
2
Arete Wealth Advisors
Illinois
$1.11B
3
MA
3
MUFG Americas
New York
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$300M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.99B 73,765,119 +608,202 +0.8%
AWA
2
Arete Wealth Advisors
Illinois
$1.11B 27,456 -1,954 -7%
PCA
3
Personal Capital Advisors
California
$426M 10,519,302 +505,277 +5%
Bank of America
4
Bank of America
North Carolina
$353M 8,721,469 +237,593 +3%
Charles Schwab
5
Charles Schwab
California
$306M 7,554,454 +305,365 +4%
SEI Investments
6
SEI Investments
Pennsylvania
$300M 7,398,177 -277,314 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$144M 3,550,732 +93,620 +3%
Goldman Sachs
8
Goldman Sachs
New York
$130M 3,209,523 +2,273,391 +243%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$124M 3,060,184 -106,575 -3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$122M 2,782,559 -214,958 -7%
Financial Engines Advisors
11
Financial Engines Advisors
California
$112M 2,766,182 +175,930 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$89.1M 2,198,405 +76,411 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$76M 1,878,564 +269,126 +17%
AA
14
Advisory Alpha
Michigan
$75.4M 1,861,093 +161,019 +9%
Creative Planning
15
Creative Planning
Kansas
$72.8M 1,796,706 +75,607 +4%
UBS Group
16
UBS Group
Switzerland
$61.9M 1,529,110 -2,146 -0.1%
Mariner
17
Mariner
Kansas
$60.8M 1,499,952 +78,737 +6%
Morgan Stanley
18
Morgan Stanley
New York
$54.3M 1,339,642 -15,352 -1%
AWS
19
AJ Wealth Strategies
New York
$53.1M 1,311,033 -16,012 -1%
MW
20
Marcum Wealth
Ohio
$52.4M 1,293,066 +46,318 +4%
SC
21
Savant Capital
Illinois
$48.5M 1,222,522 -107,049 -8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$48M 1,185,758 +46,126 +4%
LPL Financial
23
LPL Financial
California
$42.4M 1,046,409 +58,751 +6%
Ameriprise
24
Ameriprise
Minnesota
$39.5M 975,213 +420,701 +76%
UCFA
25
United Capital Financial Advisors
Texas
$38.8M 958,828 -16,785 -2%
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