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Schwab U.S Small- Cap ETF
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Overview Fund Activity

879 hedge funds and large institutions have $7.75B invested in Schwab U.S Small- Cap ETF in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 376 increasing their positions, 329 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-59
Holders Change %
-6.29%
% of All Funds
14.86%
Holding in Top 10
66
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.38%
% of All Funds
1.12%
New
61
Increased
376
Reduced
329
Closed
108
Calls
$2.32M
Puts
$331K
Net Calls
+$1.99M
Net Calls Change
+$1.65M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$127M
2
PCA
Personal Capital Advisors
California
+$22.9M
3
Charles Schwab
Charles Schwab
California
+$18.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$718M
2
TI
Tidal Investments
Wisconsin
-$34.1M
3
5L
55I LLC
Massachusetts
-$16M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$14.3M
5
AWM
Adams Wealth Management
Utah
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Apollon Wealth Management
South Carolina
$1.91M +$50K +2,564 +3%
DW
277
Domani Wealth
Pennsylvania
$1.89M – – –
BCWM
278
Bartlett & Co Wealth Management
Ohio
$1.88M – – –
BC
279
Bartlett & Co
Ohio
$1.88M – – –
PCWA
280
Pacific Capital Wealth Advisors
California
$1.85M -$166K -8,494 -8%
HA
281
HC Advisors
Georgia
$1.84M +$103K +5,288 +6%
DWMG
282
DB Wealth Management Group
California
$1.84M -$333K -17,066 -15%
BP
283
Broadleaf Partners
Ohio
$1.83M -$60.5K -3,102 -3%
FCC
284
Flower City Capital
New York
$1.82M -$216K -11,104 -11%
ML
285
McAdam LLC
Pennsylvania
$1.79M +$5.5K +282 +0.3%
PFM
286
Phillips Financial Management
Indiana
$1.79M -$29.8K -1,528 -2%
JWA
287
JFS Wealth Advisors
Pennsylvania
$1.78M -$19.4K -994 -1%
TSWM
288
Triangle Securities Wealth Management
North Carolina
$1.78M -$15.9K -818 -0.9%
JPG
289
Jordan Park Group
California
$1.76M +$346K +17,764 +24%
LBC
290
Lowe Brockenbrough & Co
Virginia
$1.72M +$76K +3,900 +5%
B
291
Brightworth
Georgia
$1.71M -$24.8K -1,274 -1%
BAM
292
Berkshire Asset Management
Pennsylvania
$1.7M +$1.7M +87,356 New
MG
293
MilWealth Group
Wisconsin
$1.67M +$825K +42,298 +97%
B
294
Bailard
California
$1.67M +$2.34K +120 +0.1%
OMC
295
Old Mission Capital
Illinois
$1.67M -$432K -22,172 -21%
WP
296
WealthShield Partners
North Carolina
$1.64M +$74.9K +3,844 +5%
RWA
297
Rainsberger Wealth Advisors
Colorado
$1.63M -$45.9K -2,352 -3%
MA
298
Mutual Advisors
Nebraska
$1.62M +$62.9K +3,226 +4%
VBWMG
299
Von Berge Wealth Management Group
California
$1.61M +$316K +16,070 +24%
HGWM
300
Horst & Graben Wealth Management
Oregon
$1.6M -$8.48M -435,158 -84%
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