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Schwab U.S Small- Cap ETF
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Overview Fund Activity

938 hedge funds and large institutions have $10.1B invested in Schwab U.S Small- Cap ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 350 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-7
Holders Change %
-0.74%
% of All Funds
14.84%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.23%
New
77
Increased
405
Reduced
350
Closed
71
Calls
$1.46M
Puts
$1.12M
Net Calls
+$342K
Net Calls Change
-$1.99M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$200M
2
Bank of America
Bank of America
North Carolina
+$44.9M
3
PCA
Personal Capital Advisors
California
+$35.7M
4
TI
Tidal Investments
Wisconsin
+$34.1M
5
SEI Investments
SEI Investments
Pennsylvania
+$22.6M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$58.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.1M
3
Ameriprise
Ameriprise
Minnesota
-$7.83M
4
SA
Scarborough Advisors
Maryland
-$7.71M
5
CAP
Columbia Advisory Partners
Washington
-$7.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
176
BCS Wealth Management
Tennessee
$4.7M -$590K -24,932 -11%
BA
177
Ballast Advisors
Minnesota
$4.68M +$84.4K +3,566 +2%
WTC
178
WhitTier Trust Company
Nevada
$4.68M -$83K -3,504 -2%
ATWA
179
Arbor Trust Wealth Advisors
Michigan
$4.59M +$171K +7,214 +4%
PP
180
PrairieView Partners
Minnesota
$4.52M +$150K +6,332 +3%
SKK
181
Shepherd Kaplan Krochuk
Massachusetts
$4.4M -$534K -22,532 -11%
MWA
182
Martel Wealth Advisors
Washington
$4.4M +$78.5K +3,298 +2%
SS
183
Sunbelt Securities
Texas
$4.38M +$34.3K +1,428 +0.8%
EE
184
EWG Elevate
California
$4.36M +$201K +8,480 +5%
C1AG
185
Client 1st Advisory Group
Florida
$4.31M +$47K +1,986 +1%
GC
186
Grimes & Company
Massachusetts
$4.3M -$2.66M -112,394 -38%
SW
187
Simplicity Wealth
New Jersey
$4.29M -$1.38M -58,470 -24%
DI
188
Diligent Investors
California
$4.26M +$98K +4,140 +2%
CCM
189
Chilton Capital Management
Texas
$4.22M +$25.3K +1,068 +0.6%
EWA
190
EP Wealth Advisors
California
$4.12M -$140K -5,892 -3%
PAI
191
Pittenger & Anderson Inc
Nebraska
$4.11M +$394K +16,660 +11%
VC
192
Veery Capital
Delaware
$4.11M -$688K -29,070 -14%
PWM
193
Provident Wealth Management
Tennessee
$4.09M +$1.34M +56,732 +49%
Goldman Sachs
194
Goldman Sachs
New York
$4.09M -$2.06M -87,206 -34%
BRWA
195
B. Riley Wealth Advisors
Florida
$4.09M -$146K -6,160 -3%
PS
196
Planned Solutions
California
$4.08M +$348K +14,698 +9%
RRC
197
Relaxing Retirement Coach
Massachusetts
$4.03M -$23.9K -1,008 -0.6%
BWFA
198
Baltimore-Washington Financial Advisors
Maryland
$4.03M +$4.03M +486 New
RJA
199
Raymond James & Associates
Florida
$4.02M +$225K +9,518 +6%
BI
200
Berkeley Inc
Idaho
$4M +$128K +5,426 +3%
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