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Schwab U.S Small- Cap ETF
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Overview Fund Activity

865 hedge funds and large institutions have $7.24B invested in Schwab U.S Small- Cap ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 365 increasing their positions, 338 reducing their positions, and 51 closing their positions.

Holders
865
Holders Change
-14
Holders Change %
-1.59%
% of All Funds
14.96%
Holding in Top 10
70
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.06%
% of All Funds
1.21%
New
47
Increased
365
Reduced
338
Closed
51
Calls
$1.76M
Puts
$348K
Net Calls
+$1.41M
Net Calls Change
-$580K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$88.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$35.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$131M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$120M
5
Morgan Stanley
5
Morgan Stanley
New York
$51.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$321M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.77B
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$15.6M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$97.9M
5
EFSCE
5
Enterprise Financial Services Corp (EFSC)
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
Financial Advisors
Massachusetts
$33.7M +$2.67M +139,302 +9%
PCIA
27
Prime Capital Investment Advisors
Kansas
$28M -$413K -21,866 -1%
KFC
28
Klingenstein Fields & Co
New York
$27.5M +$337K +17,836 +1%
RRWA
29
Rainey & Randall Wealth Advisors
Florida
$24.6M +$3.43M +181,628 +16%
VWA
30
Visionary Wealth Advisors
Illinois
$23.4M +$857K +45,362 +4%
RWM
31
RKL Wealth Management
Pennsylvania
$21.6M +$175K +9,248 +0.8%
LWMT
32
Legacy Wealth Management (Tennessee)
Tennessee
$21.2M -$154K -8,160 -0.7%
H
33
HoyleCohen
California
$21.1M -$1.38M -72,930 -6%
Ameriprise
34
Ameriprise
Minnesota
$21M +$782K +41,380 +4%
BPA
35
Beacon Pointe Advisors
California
$20.8M +$897K +47,442 +5%
BWM
36
BerganKDV Wealth Management
Minnesota
$20.6M +$910K +48,158 +5%
AT
37
American Trust
Kentucky
$19.5M -$1.94M -102,382 -9%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$19.4M – – –
NYLIM
39
New York Life Investment Management
New York
$17.9M +$830K +43,894 +5%
MM
40
Meridian Management
Arkansas
$17.8M +$467K +24,708 +3%
MAG
41
Mokosak Advisory Group
Iowa
$17.2M -$133K -7,048 -0.8%
SFS
42
Summit Financial Strategies
Ohio
$16M +$1.28M +67,620 +9%
MI
43
Moneywise Inc
Virginia
$15.9M +$54.8K +2,900 +0.3%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$15.6M -$22.6M -1,194,650 -59%
Wells Fargo
45
Wells Fargo
California
$15.4M +$658K +34,822 +4%
RFA
46
Radnor Financial Advisors
Pennsylvania
$14.1M +$751K +39,748 +6%
MFGP
47
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14M -$153K -8,078 -1%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$13.6M +$1.57M +83,038 +13%
OIA
49
OneDigital Investment Advisors
Kansas
$13.4M +$163K +8,624 +1%
JWM
50
Janiczek Wealth Management
Colorado
$13M -$216K -11,206 -2%
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