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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 %
SHJ
351
Sharkey, Howes & Javer
Colorado
$1.18M -$504K -25,836 -30%
FBB
352
Fulton Breakefield Broenniman
Maryland
$1.18M -$12.2K -628 -1%
E
353
Ergoteles
New York
$1.17M +$1.17M +60,072 New
NCM
354
Northwest Capital Management
Oregon
$1.15M +$58.9K +3,022 +5%
QCG
355
Quadrant Capital Group
Ohio
$1.14M +$26.2K +1,344 +2%
NIM
356
Nicollet Investment Management
Minnesota
$1.14M – – –
MLA
357
My Legacy Advisors
Oregon
$1.14M -$607K -30,700 -35%
SWP
358
Stratos Wealth Partners
Ohio
$1.13M +$15.9K +814 +1%
GWM
359
Greenhouse Wealth Management
Connecticut
$1.12M +$3.35K +172 +0.3%
GRP
360
Global Retirement Partners
California
$1.12M +$29.2K +1,500 +3%
SWIG
361
Strategic Wealth Investment Group
Kentucky
$1.12M +$1.12M +57,462 New
BWL
362
Bogart Wealth LLC
Virginia
$1.1M -$84.4K -4,330 -7%
JCIA
363
Jackson Creek Investment Advisors
Colorado
$1.09M -$13.5K -626 -1%
CF
364
Cantor Fitzgerald
New York
$1.09M +$1.09M +55,886 New
LWM
365
Laidlaw Wealth Management
New York
$1.09M -$66.6K -3,418 -6%
CA
366
Cambridge Advisors
Nebraska
$1.08M -$12.8K -656 -1%
BI
367
Berkeley Inc
Idaho
$1.08M -$2.21M -113,432 -67%
SWA
368
Stratos Wealth Advisors
Ohio
$1.08M -$879K -45,102 -45%
BRWA
369
B. Riley Wealth Advisors
Florida
$1.07M -$2.29M -117,588 -68%
AWM
370
Abound Wealth Management
Tennessee
$1.06M +$64.3K +3,298 +6%
SPFA
371
Summit Place Financial Advisors
New Jersey
$1.06M -$1.09M -55,724 -51%
SG
372
StoneX Group
New York
$1.05M -$221K -11,328 -17%
OC
373
Oarsman Capital
Wisconsin
$1.05M -$44.2K -2,270 -4%
IWMA
374
Ironwood Wealth Management (Arizona)
Arizona
$1.04M +$21.9K +1,122 +2%
LCM
375
Liberty Capital Management
Michigan
$1.04M +$107K +5,498 +11%
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