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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.

New
Increased
Maintained
Reduced
Closed
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
UBS AM
Illinois
+$88.7M
2
Goldman Sachs
Goldman Sachs
New York
+$33.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$23.5M
5
Morgan Stanley
Morgan Stanley
New York
+$23.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$412M
2
CSIA
Charles Schwab Investment Advisory
California
-$72.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$11.1M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$7.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
601
Planning Alternatives
Michigan
$306K -$1.06K -56 -0.3%
AA
602
Alesco Advisors
New York
$305K -$2.76K -146 -0.9%
CAM
603
Carret Asset Management
New York
$303K -$52.9K -2,800 -15%
MA
604
MJP Associates
Connecticut
$303K +$529 +28 +0.2%
PIM
605
Penobscot Investment Management
Massachusetts
$302K – – –
T
606
TCWP
Ohio
$298K -$242K -12,860 -45%
PFBT
607
Parkside Financial Bank & Trust
Missouri
$298K -$47.2K -2,496 -14%
SPA
608
Sentinel Pension Advisors
Massachusetts
$293K -$113 -6 -0%
KFA
609
Kelleher Financial Advisors
New York
$293K – – –
MAG
610
Mayfair Advisory Group
Alabama
$293K – – –
WCA
611
Waypoint Capital Advisors
Minnesota
$293K +$2.42K +128 +0.8%
PG
612
Proffitt & Goodson
Tennessee
$292K – – –
Northern Trust
613
Northern Trust
Illinois
$287K -$34.6K -1,828 -11%
SFG
614
Sovereign Financial Group
Connecticut
$287K -$6.53K -346 -2%
FNBOMD
615
First National Bank of Mount Dora
Florida
$287K – – –
LFG
616
Larson Financial Group
Missouri
$287K +$128K +6,782 +81%
FRA
617
Front Row Advisors
California
$284K -$982 -52 -0.3%
BMD
618
Better Money Decisions
New Mexico
$284K +$3.07K +162 +1%
TWM
619
Triton Wealth Management
Arizona
$283K +$723 +36 +0.3%
WF
620
Warner Financial
Maryland
$281K +$53.2K +2,818 +23%
CW
621
CreativeOne Wealth
Kansas
$278K -$74.8K -3,964 -21%
SG
622
Somerset Group
Minnesota
$277K +$3.03K +160 +1%
APW
623
Austin Private Wealth
Texas
$273K -$105K -5,566 -28%
PA
624
Procyon Advisors
Connecticut
$267K -$1.27M -67,422 -83%
KIA
625
KCM Investment Advisors
California
$264K +$264K +13,954 New
23 24
25
26 27