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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.

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
1
Charles Schwab Investment Advisory
California
$3.17B
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$515M
3
Charles Schwab
3
Charles Schwab
California
$379M
4
Cerity Partners
4
Cerity Partners
New York
$26.6M
5
CA
5
CoreCap Advisors
Michigan
$11.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$65.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$35.4M
4
H
4
HoyleCohen
California
$10.3M
5
NYLIM
5
New York Life Investment Management
New York
$9.66M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.17B 72,288,628 +1,219,739 +2%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$515M 11,769,132 +612,552 +5%
Bank of America
3
Bank of America
North Carolina
$410M 9,359,665 +130,583 +1%
Charles Schwab
4
Charles Schwab
California
$379M 8,660,847 +452,230 +6%
SEI Investments
5
SEI Investments
Pennsylvania
$331M 7,562,613 +131,348 +2%
Goldman Sachs
6
Goldman Sachs
New York
$147M 3,365,947 +64,622 +2%
Financial Engines Advisors
7
Financial Engines Advisors
California
$119M 2,720,359 -16,217 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$104M 2,370,877 -1,097,086 -32%
Osaic Holdings
9
Osaic Holdings
Arizona
$89M 2,029,227 -172,988 -8%
Creative Planning
10
Creative Planning
Kansas
$81.4M 1,859,500 +66,448 +4%
AA
11
Advisory Alpha
Michigan
$80.6M 1,841,128 +139,114 +8%
UBS Group
12
UBS Group
Switzerland
$75.3M 1,718,188 +163,689 +11%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$65.6M 1,497,009 -1,466,052 -49%
Mariner
14
Mariner
Kansas
$64.8M 1,480,113 -31,885 -2%
AWS
15
AJ Wealth Strategies
New York
$57.6M 1,313,951 +25,575 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$56.4M 1,289,299 +18,241 +1%
MW
17
Marcum Wealth
Ohio
$54M 1,231,737 -39,394 -3%
SC
18
Savant Capital
Illinois
$50.5M 1,154,048 -21,299 -2%
LPL Financial
19
LPL Financial
California
$48.9M 1,116,575 +109,419 +11%
Ameriprise
20
Ameriprise
Minnesota
$47.9M 1,094,129 -127,906 -10%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$47.3M 1,079,838 -30,477 -3%
Morgan Stanley
22
Morgan Stanley
New York
$42.9M 980,301 -69,737 -7%
GAM
23
Gemmer Asset Management
California
$42.4M 969,114 +43,975 +5%
FA
24
Financial Advisors
Massachusetts
$42.4M 966,951 +32,008 +3%
UCFA
25
United Capital Financial Advisors
Texas
$41.9M 957,457 +4,938 +0.5%
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