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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 Market Value Shares Shares
Change 		Shares
Change %
TWM
76
Tradition Wealth Management
Minnesota
$8.81M 451,648 +92 +0%
MML Investors Services
77
MML Investors Services
Massachusetts
$8.53M 437,556 -27,924 -6%
HWA
78
HHM Wealth Advisors
Tennessee
$8.51M 436,364 +28,312 +7%
AWMG
79
Alliance Wealth Management Group
New Jersey
$8.42M 431,768 -5,292 -1%
TCM
80
Towercrest Capital Management
Pennsylvania
$8.42M 431,768 -5,292 -1%
AWM
81
AE Wealth Management
Kansas
$8.35M 428,406 -141,310 -25%
FA
82
FDx Advisors
Illinois
$8.04M 412,292 -2,696 -0.6%
BCMO
83
Buckingham Capital Management (Ohio)
Ohio
$7.99M 409,590 -25,562 -6%
KBFS
84
Kohmann Bosshard Financial Services
Ohio
$7.93M 406,966 -208,034 -34%
SFP
85
Sweet Financial Partners
Minnesota
$7.91M 405,852 +4,368 +1%
BSW
86
Buckingham Strategic Wealth
Missouri
$7.66M 392,866 +41,476 +12%
EWM
87
Empirical Wealth Management
Washington
$7.58M 388,638 +16,928 +5%
SWRP
88
Summit Wealth & Retirement Planning
California
$7.38M 378,290 +36,242 +11%
JIC
89
Johnson Investment Counsel
Ohio
$7.34M 376,506 -6,882 -2%
AP
90
Appleton Partners
Massachusetts
$7.34M 376,446 +6,762 +2%
EFSCE
91
Enterprise Financial Services Corp (EFSC)
Missouri
$7.32M 375,512 -580,948 -61%
BFG
92
Berger Financial Group
Minnesota
$7.23M 370,976 -2,514 -0.7%
SJIM
93
St. Johns Investment Management
Florida
$7.14M 366,352 -1,750 -0.5%
CFMC
94
Curbstone Financial Management Corp
New Hampshire
$7.12M 365,024 -32,800 -8%
MTC
95
Matrix Trust Company
Colorado
$7.06M 362,124 -9,606 -3%
MAM
96
Marquette Asset Management
Minnesota
$6.88M 353,004 -38,064 -10%
SA
97
Scarborough Advisors
Maryland
$6.87M 352,440 -164,278 -32%
IAS
98
IMA Advisory Services
Colorado
$6.83M 350,244 +19,472 +6%
SIC
99
Salem Investment Counselors
North Carolina
$6.8M 348,784 -22,596 -6%
WAM
100
WNY Asset Management
New York
$6.69M 342,630 -378 -0.1%
2 3
4
5 6