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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.

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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.93B
2
TI
Tidal Investments
Wisconsin
$0
3
5L
55I LLC
Massachusetts
$2.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
$112M
5
AWM
Adams Wealth Management
Utah
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Sculati Wealth Management
Michigan
$4.42M +$112K +5,738 +3%
FF
152
Friedenthal Financial
New Jersey
$4.41M +$382K +19,618 +9%
SWA
153
Sutton Wealth Advisors
Florida
$4.41M -$16K -820 -0.4%
VA
154
Valmark Advisers
Ohio
$4.41M +$296K +15,184 +7%
IAN
155
Integrated Advisors Network
Texas
$4.35M +$248K +12,744 +6%
ECM
156
Exchange Capital Management
Michigan
$4.33M -$67.2K -3,446 -2%
BAMG
157
Brand Asset Management Group
Missouri
$4.32M -$107K -5,482 -2%
NHC
158
Nicholas Hoffman & Company
Georgia
$4.26M +$4.01M +205,530 +1,555%
CWA
159
Carolina Wealth Advisors
South Carolina
$4.25M +$153K +7,856 +4%
LWAC
160
Laurel Wealth Advisors (California)
California
$4.18M -$477K -24,482 -10%
AIA
161
Armor Investment Advisors
North Carolina
$4.16M +$156K +7,986 +4%
WTC
162
WhitTier Trust Company
Nevada
$4.16M +$303K +15,544 +8%
MFT
163
Moisand Fitzgerald Tamayo
Florida
$4.07M +$1.33M +67,988 +48%
NDSI
164
Newman Dignan & Sheerar Inc
Rhode Island
$4.03M +$220K +11,306 +6%
BA
165
Ballast Advisors
Minnesota
$4M +$146K +7,514 +4%
KF
166
Krilogy Financial
Missouri
$3.93M -$164K -8,406 -4%
BWM
167
BCS Wealth Management
Tennessee
$3.91M +$42K +2,152 +1%
CAG
168
Compass Advisory Group
New York
$3.87M +$2.08M +106,898 +117%
ATWA
169
Arbor Trust Wealth Advisors
Michigan
$3.86M +$78.4K +4,020 +2%
B
170
Bensler
Washington
$3.84M -$80K -4,102 -2%
CFA
171
Cahill Financial Advisors
Minnesota
$3.78M -$99.8K -5,120 -3%
AFP
172
Ausdal Financial Partners
Iowa
$3.74M -$529K -27,116 -12%
BIA
173
Bell Investment Advisors
California
$3.72M +$3.72M +190,792 New
PP
174
PrairieView Partners
Minnesota
$3.71M -$12.3K -630 -0.3%
PWM
175
Provident Wealth Management
Tennessee
$3.7M +$332K +17,022 +10%
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