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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.

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
1
Bank of America
North Carolina
$756M
2
PCA
2
Personal Capital Advisors
California
$374M
3
Charles Schwab
3
Charles Schwab
California
$279M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$99.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$118M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.93B
2
TI
2
Tidal Investments
Wisconsin
$0
3
5L
3
55I LLC
Massachusetts
$2.78M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$112M
5
AWM
5
Adams Wealth Management
Utah
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$29M +$1.4M +71,976 +5%
KFC
27
Klingenstein Fields & Co
New York
$28M -$78.5K -4,026 -0.3%
H
28
HoyleCohen
California
$23.2M +$902K +46,250 +4%
VWA
29
Visionary Wealth Advisors
Illinois
$23.2M +$1.01M +51,640 +5%
AT
30
American Trust
Kentucky
$22.2M -$388K -19,924 -2%
RWM
31
RKL Wealth Management
Pennsylvania
$22.1M +$585K +29,996 +3%
LWMT
32
Legacy Wealth Management (Tennessee)
Tennessee
$22.1M +$588K +30,164 +3%
RRWA
33
Rainey & Randall Wealth Advisors
Florida
$21.9M +$2.02M +103,864 +10%
Ameriprise
34
Ameriprise
Minnesota
$20.9M -$723K -37,008 -3%
BPA
35
Beacon Pointe Advisors
California
$20.5M -$369K -18,940 -2%
BWM
36
BerganKDV Wealth Management
Minnesota
$20.3M +$677K +34,718 +3%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$20M – – –
MAG
38
Mokosak Advisory Group
Iowa
$17.9M +$1M +51,390 +6%
MM
39
Meridian Management
Arkansas
$17.9M +$102K +5,208 +0.6%
NYLIM
40
New York Life Investment Management
New York
$17.6M +$2.19M +112,270 +14%
MI
41
Moneywise Inc
Virginia
$16.4M -$387K -19,836 -2%
SFS
42
Summit Financial Strategies
Ohio
$15.2M -$276K -14,180 -2%
Wells Fargo
43
Wells Fargo
California
$15.2M -$1.6M -81,938 -10%
JWM
44
Janiczek Wealth Management
Colorado
$14.8M -$791K -36,726 -5%
MFGP
45
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.6M -$26K -1,336 -0.2%
BWA
46
BlueSky Wealth Advisors
North Carolina
$14.1M +$433K +22,190 +3%
RFA
47
Radnor Financial Advisors
Pennsylvania
$13.8M +$940K +48,222 +7%
MGIA
48
Moneta Group Investment Advisors
Missouri
$13.8M +$4.5M +230,892 +49%
OIA
49
OneDigital Investment Advisors
Kansas
$13.6M -$289K -14,832 -2%
BFG
50
Bouchey Financial Group
New York
$13.5M +$147K +7,542 +1%
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