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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
Charles Schwab Investment Advisory
California
+$200M
2
Bank of America
Bank of America
North Carolina
+$44.9M
3
PCA
Personal Capital Advisors
California
+$35.7M
4
TI
Tidal Investments
Wisconsin
+$34.1M
5
SEI Investments
SEI Investments
Pennsylvania
+$22.6M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$58.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.1M
3
Ameriprise
Ameriprise
Minnesota
-$7.83M
4
SA
Scarborough Advisors
Maryland
-$7.71M
5
CAP
Columbia Advisory Partners
Washington
-$7.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
501
PNC Financial Services Group
Pennsylvania
$704K +$7.82K +330 +1%
DBRC
502
D.B. Root & Company
Pennsylvania
$701K -$9.94K -420 -1%
ACI
503
Alpha Cubed Investments
California
$700K -$47 -2 -0%
APSI
504
Asset Planning Services Inc
Louisiana
$699K -$129K -5,470 -16%
CHJWM
505
Carlton Hofferkamp & Jenks Wealth Management
Texas
$696K +$2.33K +102 +0.3%
BA
506
Bridgewater Advisors
New York
$692K -$4.35K -184 -0.6%
FHB
507
First Hawaiian Bank
Hawaii
$691K -$1.94M -82,064 -74%
FTUS
508
Flow Traders U.S.
New York
$691K +$691K +29,170 New
CWM
509
Campbell Wealth Management
Virginia
$689K -$28.2K -1,190 -4%
CFD
510
Creative Financial Designs
Indiana
$685K +$44.6K +1,882 +7%
LFA
511
Landmark Financial Advisors
Kentucky
$681K -$69.4K -3,076 -9%
PAMG
512
Patton Albertson Miller Group
Tennessee
$680K -$385K -16,242 -36%
MHB
513
Midwest Heritage Bank
Iowa
$676K +$36.7K +1,548 +6%
CAMG
514
CWA Asset Management Group
Florida
$675K – – –
RCA
515
Reitz Capital Advisors
Michigan
$672K -$2.45M -103,358 -78%
BPM
516
Bowling Portfolio Management
Ohio
$672K -$163K -6,872 -19%
JWBC
517
John W. Brooker & Co
California
$670K -$2.34M -98,678 -78%
FC
518
FCA Corp
Texas
$666K -$48.7K -2,054 -7%
BIA
519
Bigelow Investment Advisors
Maine
$666K +$96.7K +4,080 +17%
Citadel Advisors
520
Citadel Advisors
Florida
$664K -$2.35M -99,386 -78%
DTC
521
Davidson Trust Company
Washington
$656K – – –
BDFN
522
Bond & Devick Financial Network
Minnesota
$654K – – –
AIM
523
Avity Investment Management
Connecticut
$653K -$85.2K -3,600 -12%
AL
524
ACAS LLC
California
$653K -$15.7K -664 -2%
OPS
525
Orion Portfolio Solutions
Nebraska
$650K +$21.6K +912 +3%
19 20
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