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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.

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
Empower Advisory Group
1
Empower Advisory Group
Colorado
$468M
2
Charles Schwab
2
Charles Schwab
California
$344M
3
Bank of America
3
Bank of America
North Carolina
$387M
4
NFW
4
Noble Family Wealth
Florida
$17M
5
FFN
5
Focus Financial Network
Minnesota
$12.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.98B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$59.8M
3
TCM
3
Tradewinds Capital Management
Washington
$1.15M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$53.3M
5
AT
5
American Trust
Kentucky
$214K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.98B 71,068,889 -2,696,230 -4%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$468M 11,156,580 +11,156,580 New
Bank of America
3
Bank of America
North Carolina
$387M 9,229,082 +507,613 +6%
Charles Schwab
4
Charles Schwab
California
$344M 8,208,617 +654,163 +9%
SEI Investments
5
SEI Investments
Pennsylvania
$312M 7,431,265 +33,088 +0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$145M 3,467,963 -82,769 -2%
Goldman Sachs
7
Goldman Sachs
New York
$138M 3,301,325 +91,802 +3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$124M 2,963,061 -97,123 -3%
Financial Engines Advisors
9
Financial Engines Advisors
California
$115M 2,736,576 -29,606 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$92M 2,202,215 +3,810 +0.2%
Creative Planning
11
Creative Planning
Kansas
$75.2M 1,793,052 -3,654 -0.2%
AA
12
Advisory Alpha
Michigan
$71.4M 1,702,014 -159,079 -9%
UBS Group
13
UBS Group
Switzerland
$65.2M 1,554,499 +25,389 +2%
Mariner
14
Mariner
Kansas
$63.4M 1,511,998 +12,046 +0.8%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$59.8M 1,425,555 -1,357,004 -49%
AWS
16
AJ Wealth Strategies
New York
$54M 1,288,376 -22,657 -2%
MW
17
Marcum Wealth
Ohio
$53.3M 1,271,131 -21,935 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$53.3M 1,271,058 -607,506 -32%
Ameriprise
19
Ameriprise
Minnesota
$51.3M 1,222,035 +246,822 +25%
SC
20
Savant Capital
Illinois
$49.3M 1,175,347 -47,175 -4%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$46.6M 1,110,315 -75,443 -6%
Morgan Stanley
22
Morgan Stanley
New York
$44M 1,050,038 -289,604 -22%
LPL Financial
23
LPL Financial
California
$42.2M 1,007,156 -39,253 -4%
UCFA
24
United Capital Financial Advisors
Texas
$39.9M 952,519 -6,309 -0.7%
FA
25
Financial Advisors
Massachusetts
$39.2M 934,943 +32,419 +4%
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