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Schwab U.S Small- Cap ETF
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Overview Fund Activity

879 hedge funds and large institutions have $7.75B invested in Schwab U.S Small- Cap ETF in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 376 increasing their positions, 329 reducing their positions, and 108 closing their positions.

Holders
879
Holders Change
-59
Holders Change %
-6.29%
% of All Funds
14.86%
Holding in Top 10
66
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.38%
% of All Funds
1.12%
New
61
Increased
376
Reduced
329
Closed
108
Calls
$2.32M
Puts
$331K
Net Calls
+$1.99M
Net Calls Change
+$1.65M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$756M
2
PCA
2
Personal Capital Advisors
California
$374M
3
Charles Schwab
3
Charles Schwab
California
$279M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$99.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$118M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.93B
2
TI
2
Tidal Investments
Wisconsin
$0
3
5L
3
55I LLC
Massachusetts
$2.78M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$112M
5
AWM
5
Adams Wealth Management
Utah
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
876
Apeiron RIA
Texas
$398 -$7.65K -39,184 -95%
BRWM
877
B. Riley Wealth Management
Tennessee
$388 +$171 +8,762 +79%
WIM
878
Westside Investment Management
California
$5 – – –
CIAS
879
CFS Investment Advisory Services
New Jersey
– -$114K -10,834,832 Closed
TI
880
Tidal Investments
Wisconsin
– -$34.1M -1,438,484 Closed
WWG
881
West Wealth Group
California
– -$7.57M -319,574 Closed
ADL
882
Asset Dedication LLC
California
– -$7.15M -301,704 Closed
CP
883
Capital Planning
Washington
– -$6.99M -295,254 Closed
SKK
884
Shepherd Kaplan Krochuk
Massachusetts
– -$4.4M -185,780 Closed
OWA
885
One Wealth Advisors
California
– -$3.6M -152,130 Closed
BDWCC
886
B&D White Capital Company
Texas
– -$3.4M -143,604 Closed
SFS
887
Security Financial Services
Indiana
– -$1.97M -83,358 Closed
SPAS
888
Spectrum Planning & Advisory Services
California
– -$1.91M -80,706 Closed
AWM
889
Aries Wealth Management
Maine
– -$1.71M -72,312 Closed
FHA
890
Flagship Harbor Advisors
Massachusetts
– -$1.16M -48,894 Closed
TFA
891
Teamwork Financial Advisors
Texas
– -$1.01M -42,468 Closed
FWP
892
Firethorn Wealth Partners
Georgia
– -$994K -41,976 Closed
ASW
893
Astoria Strategic Wealth
Texas
– -$955K -40,330 Closed
MWM
894
Maripau Wealth Management
Indiana
– -$881K -39,104 Closed
KPWS
895
Kestra Private Wealth Services
Texas
– -$765K -32,290 Closed
MA
896
MBA Advisors
Pennsylvania
– -$763K -32,238 Closed
FAIM
897
Financial Advocates Investment Management
Washington
– -$713K -30,112 Closed
FTUS
898
Flow Traders U.S.
New York
– -$691K -29,170 Closed
RCA
899
Reitz Capital Advisors
Michigan
– -$672K -28,366 Closed
Citadel Advisors
900
Citadel Advisors
Florida
– -$664K -28,026 Closed
34 35
36
37 38