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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 %
MG
951
McCutchen Group
Washington
– -$211K -8,912 Closed
AWM
952
Altium Wealth Management
New York
– -$210K -8,884 Closed
HPA
953
High Probability Advisors
New York
– -$209K -8,840 Closed
FMN
954
Financial Management Network
California
– -$212K -8,824 Closed
ECG
955
Edge Capital Group
Georgia
– -$209K -8,818 Closed
PG
956
Patten Group
Tennessee
– -$206K -8,716 Closed
JLBC
957
J.L. Bainbridge & Co
Florida
– -$206K -8,682 Closed
KL
958
KWMG LLC
Kansas
– -$205K -8,664 Closed
CCM
959
Carmel Capital Management
California
– -$204K -8,600 Closed
FFA
960
First Foundation Advisors
California
– -$204K -8,598 Closed
SOAG
961
Silver Oak Advisory Group
Oregon
– -$202K -8,522 Closed
TIM
962
Total Investment Management
Arizona
– -$200K -8,452 Closed
CA
963
Claro Advisors
Massachusetts
– -$215K -4,200 Closed
Kayne Anderson Rudnick Investment Management
964
Kayne Anderson Rudnick Investment Management
California
– -$78K -3,284 Closed
PP
965
PDS Planning
Ohio
– -$70K -2,936 Closed
FFA
966
Freedman Financial Associates
Massachusetts
– -$70K -2,924 Closed
PFA
967
Professional Financial Advisors
Nebraska
– -$66K -2,806 Closed
SQA
968
Simon Quick Advisors
New Jersey
– -$54K -2,264 Closed
MA
969
Montag & Associates
Georgia
– -$47K -2,000 Closed
ANBT
970
American National Bank & Trust
Texas
– -$41K -1,728 Closed
LSA
971
Lansing Street Advisors
Pennsylvania
– -$37K -1,624 Closed
AssetMark Inc
972
AssetMark Inc
California
– -$32K -1,370 Closed
ZB
973
Zions Bancorporation
Utah
– -$29K -1,222 Closed
MAM
974
McCarthy Asset Management
California
– -$25K -1,038 Closed
SL
975
Savior LLC
Massachusetts
– -$24K -1,012 Closed
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