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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
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 %
BFG
51
Bouchey Financial Group
New York
$12.9M -$255K -13,516 -2%
BWA
52
BlueSky Wealth Advisors
North Carolina
$12.8M -$888K -47,008 -7%
FI
53
FIDELIS iM
Oregon
$12.5M +$852K +45,086 +7%
IA
54
IFP Advisors
Florida
$12.4M +$547K +14,692 +5%
BSB
55
Bangor Savings Bank
Maine
$12.2M +$444K +23,482 +4%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$12M +$259K +13,696 +2%
MGIA
57
Moneta Group Investment Advisors
Missouri
$11.9M -$1.46M -77,404 -11%
BWA
58
Burt Wealth Advisors
Maryland
$11.7M -$98.8K -5,226 -0.8%
MA
59
MUFG Americas
New York
$11.7M +$841K +44,476 +8%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$11.4M +$414K +21,916 +4%
SFP
61
Strategic Financial Planning
Texas
$11.2M +$12K +634 +0.1%
RWP
62
Revolve Wealth Partners
New Jersey
$10.4M +$221K +11,712 +2%
FNC
63
First National Corp
Massachusetts
$10.4M +$65K +3,438 +0.6%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$10.2M -$237K -12,516 -2%
CCA
65
Clearwater Capital Advisors
Illinois
$9.88M +$362K +19,134 +4%
CWM
66
Curi Wealth Management
North Carolina
$9.67M +$3.47M +183,576 +56%
MML Investors Services
67
MML Investors Services
Massachusetts
$9.59M +$1.32M +70,034 +16%
SFG
68
Sage Financial Group
Pennsylvania
$9.43M +$85.6K +4,528 +0.9%
ACA
69
Ascension Capital Advisors
Texas
$9.43M -$66.6K -3,522 -0.7%
SFA
70
Sequoia Financial Advisors
Ohio
$9.24M -$919K -48,606 -9%
AAIM
71
Asset Advisors Investment Management
Georgia
$9.23M +$7.34M +388,572 +389%
ACA
72
Aspire Capital Advisors
Washington
$9.19M +$104K +5,490 +1%
NIC
73
Northwest Investment Counselors
Oregon
$9.14M -$412K -21,800 -4%
Cerity Partners
74
Cerity Partners
New York
$8.89M -$349K -18,462 -4%
JFGLC
75
Johnson Financial Group LLC (Colorado)
Colorado
$8.87M +$8.28M +438,146 +1,394%
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