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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
$35.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$131M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$120M
5
Morgan Stanley
Morgan Stanley
New York
$51.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$321M
2
CSIA
Charles Schwab Investment Advisory
California
$2.77B
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$15.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
$97.9M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
876
Millennium Management
New York
– -$650K -33,318 Closed
ARC
877
Advisor Resource Council
Texas
– -$496K -25,420 Closed
SPC
878
Sigma Planning Corp
Michigan
– -$376K -19,288 Closed
BRC
879
Bell Rock Capital
Delaware
– -$368K -18,888 Closed
WCM
880
Weik Capital Management
Pennsylvania
– -$312K -16,000 Closed
GC
881
Gilbert & Cook
Iowa
– -$302K -15,504 Closed
NL
882
NWAM LLC
Washington
– -$256K -12,914 Closed
ACP
883
Arcus Capital Partners
Georgia
– -$242K -12,388 Closed
MWM
884
Merriman Wealth Management
Washington
– -$232K -11,882 Closed
Brown Advisory
885
Brown Advisory
Maryland
– -$230K -11,802 Closed
NWMG
886
National Wealth Management Group
Ohio
– -$223K -11,418 Closed
MFGM
887
Marshall Financial Group (Maryland)
Maryland
– -$219K -11,250 Closed
CAI
888
Capital Advisors Inc
Oklahoma
– -$214K -10,986 Closed
G
889
Gainplan
Michigan
– -$211K -10,784 Closed
BIP
890
Blueprint Investment Partners
North Carolina
– -$210K -10,772 Closed
T
891
TNF
Montana
– -$222K -10,736 Closed
PAMG
892
Patton Albertson Miller Group
Tennessee
– -$204K -10,482 Closed
FLA
893
Financial Life Advisors
Texas
– -$201K -10,328 Closed
BW
894
Bison Wealth
Georgia
– -$68K -3,474 Closed
WAM
895
Worth Asset Management
Texas
– -$59K -3,048 Closed
HFS
896
Heritage Financial Services
Massachusetts
– -$56K -2,920 Closed
AR
897
Apeiron RIA
Texas
– -$398 -2,040 Closed
FCMT
898
Founders Capital Management (Texas)
Texas
– -$29K -1,512 Closed
PFS
899
Prospera Financial Services
Texas
– -$15K -788 Closed
WOSD
900
WFA of San Diego
California
– -$15K -774 Closed
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