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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 %
OCM
451
One Capital Management
California
$694K -$15.7K -808 -2%
JWM
452
JFG Wealth Management
Colorado
$693K +$225K +11,570 +48%
IDA
453
Intelligence Driven Advisers
California
$689K +$689K +35,040 New
PAM
454
Pegasus Asset Management
New York
$681K +$7.72K +396 +1%
CG
455
Colony Group
Massachusetts
$674K -$8.7K -446 -1%
PFC
456
Phocas Financial Corp
California
$674K +$234 +12 +0%
YWP
457
YorkBridge Wealth Partners
New York
$669K -$17.9K -918 -3%
CWM
458
Campbell Wealth Management
Virginia
$667K +$100K +5,132 +18%
WP
459
WealthSource Partners
California
$666K -$29.8K -1,532 -4%
DWT
460
Dorsey & Whitney Trust
South Dakota
$665K +$17.7K +906 +3%
BlackRock
461
BlackRock
New York
$663K -$66.3K -3,402 -9%
AIM
462
Acropolis Investment Management
Missouri
$661K +$363K +18,620 +122%
Millennium Management
463
Millennium Management
New York
$650K +$650K +33,318 New
Chevy Chase Trust
464
Chevy Chase Trust
Maryland
$647K – – –
BCM
465
Brookstone Capital Management
Illinois
$636K -$122K -6,050 -16%
IFA
466
Index Fund Advisors
California
$629K -$4.72K -242 -0.7%
PSF
467
Pacific Sun Financial
California
$627K – – –
BWM
468
Blossom Wealth Management
California
$626K +$16.4K +842 +3%
AG
469
Appleton Group
Wisconsin
$623K -$41.3K -2,120 -6%
MIAN
470
Mariner Independent Advisor Network
Kansas
$622K +$1.11K +56 +0.2%
EK
471
Evensky & Katz
Florida
$620K -$1.29K -66 -0.2%
BF
472
BOK Financial
Oklahoma
$620K – – –
RSWM
473
Robertson Stephens Wealth Management
California
$619K -$37.4K -1,920 -6%
CP
474
Camelot Portfolios
Ohio
$612K -$32.6K -1,670 -5%
JFGLC
475
Johnson Financial Group LLC (Colorado)
Colorado
$612K +$612K +31,422 New
17 18
19
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