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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 %
F
626
F3Logic
Minnesota
$365K +$17.1K +724 +5%
AIM
627
Acropolis Investment Management
Missouri
$362K -$3.03K -128 -0.8%
ACA
628
Aptus Capital Advisors
Alabama
$362K +$234K +9,860 +182%
FNBOMD
629
First National Bank of Mount Dora
Florida
$360K – – –
PAS
630
Park Avenue Securities
New York
$359K +$29K +1,224 +9%
AA
631
Alesco Advisors
New York
$358K -$30.2K -1,276 -8%
KWS
632
Keystone Wealth Services
California
$357K -$255K -10,766 -42%
FRA
633
Front Row Advisors
California
$357K – – –
BAAM
634
Baker Avenue Asset Management
California
$354K -$217K -9,164 -38%
Prudential Financial
635
Prudential Financial
New Jersey
$353K -$1.37M -57,970 -80%
SFG
636
Sovereign Financial Group
Connecticut
$351K -$5.21K -220 -1%
SG
637
Somerset Group
Minnesota
$349K +$190 +8 +0.1%
MA
638
Modus Advisors
Minnesota
$348K -$711 -30 -0.2%
GT
639
Greenleaf Trust
Michigan
$346K +$8.05K +340 +2%
SPA
640
Sentinel Pension Advisors
Massachusetts
$343K +$19.5K +822 +6%
IWN
641
Independent Wealth Network
Iowa
$342K -$6.11K -258 -2%
JFG
642
JMG Financial Group
Illinois
$340K -$53.6K -2,266 -14%
FWI
643
Facet Wealth Inc
Maryland
$337K +$9.62K +406 +3%
TWM
644
Triton Wealth Management
Arizona
$336K -$336K -7,276 -50%
MCM
645
Maryland Capital Management
Maryland
$335K -$55.7K -2,356 -14%
FC
646
Fusion Capital
South Carolina
$332K -$8.57K -362 -3%
JWM
647
Jeppson Wealth Management
California
$332K +$332K +14,028 New
PL
648
Plancorp LLC
Missouri
$328K +$331 +14 +0.1%
CAG
649
Csenge Advisory Group
Florida
$328K +$328K +13,858 New
JCM
650
Jacobsen Capital Management
Utah
$326K +$46.2K +1,950 +17%
24 25
26
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