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Schwab U.S Small- Cap ETF
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Overview Fund Activity

938 hedge funds and large institutions have $10.1B invested in Schwab U.S Small- Cap ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 350 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-7
Holders Change %
-0.74%
% of All Funds
14.84%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.23%
New
77
Increased
405
Reduced
350
Closed
71
Calls
$1.46M
Puts
$1.12M
Net Calls
+$342K
Net Calls Change
-$1.99M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.43B
2
Bank of America
2
Bank of America
North Carolina
$764M
3
PCA
3
Personal Capital Advisors
California
$427M
4
TI
4
Tidal Investments
Wisconsin
$34.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$353M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$58.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.38M
3
Ameriprise
3
Ameriprise
Minnesota
$26.2M
4
SA
4
Scarborough Advisors
Maryland
$12.2M
5
CAP
5
Columbia Advisory Partners
Washington
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
26
Klingenstein Fields & Co
New York
$34.1M +$675K +28,504 +2%
TI
27
Tidal Investments
Wisconsin
$34.1M +$34.1M +1,438,484 New
Morgan Stanley
28
Morgan Stanley
New York
$33.6M +$1.7M +71,796 +5%
AT
29
American Trust
Kentucky
$27.4M -$6.61M -279,152 -19%
H
30
HoyleCohen
California
$27.1M +$38.6K +1,628 +0.1%
VWA
31
Visionary Wealth Advisors
Illinois
$27M +$5.54M +234,032 +26%
RWM
32
RKL Wealth Management
Pennsylvania
$26.2M +$184K +7,758 +0.7%
Ameriprise
33
Ameriprise
Minnesota
$26.2M -$7.83M -330,824 -23%
LWMT
34
Legacy Wealth Management (Tennessee)
Tennessee
$26.1M -$45.8K -1,936 -0.2%
BPA
35
Beacon Pointe Advisors
California
$25.4M +$18.6M +785,302 +274%
RRWA
36
Rainey & Randall Wealth Advisors
Florida
$24.1M +$2.7M +113,826 +13%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$24M -$177K -7,560 -0.7%
BWM
38
BerganKDV Wealth Management
Minnesota
$23.9M +$436K +18,432 +2%
5L
39
55I LLC
Massachusetts
$22.9M -$3.12M -131,650 -12%
EFSCE
40
Enterprise Financial Services Corp (EFSC)
Missouri
$22.6M -$790K -33,344 -3%
MM
41
Meridian Management
Arkansas
$21.6M +$361K +15,254 +2%
AWM
42
Adams Wealth Management
Utah
$21.2M +$1.92M +81,260 +10%
MAG
43
Mokosak Advisory Group
Iowa
$20.5M +$995K +42,008 +5%
Wells Fargo
44
Wells Fargo
California
$20.4M -$1.57M -66,444 -7%
MI
45
Moneywise Inc
Virginia
$20.3M +$1.29M +54,272 +7%
SFS
46
Summit Financial Strategies
Ohio
$18.8M +$767K +32,374 +4%
NYLIM
47
New York Life Investment Management
New York
$18.7M -$4.13M -174,396 -18%
MFGP
48
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.8M +$1.72M +72,520 +11%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$17.6M +$1.34M +56,702 +8%
JWM
50
Janiczek Wealth Management
Colorado
$17.1M +$405K +17,122 +2%
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