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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, 829 increasing their positions, 27 reducing their positions, and 71 closing their positions.

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
829
Reduced
27
Closed
71
Calls
$1.46M
Puts
$1.12M
Net Calls
+$342K
Net Calls Change
-$1.99M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.43B
2
Bank of America
2
Bank of America
North Carolina
$764M
3
PCA
3
Personal Capital Advisors
California
$427M
4
SEI Investments
4
SEI Investments
Pennsylvania
$353M
5
Charles Schwab
5
Charles Schwab
California
$316M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.38M
2
IA
2
IFS Advisors
Kansas
$0
3
FTS
3
Fifth Third Securities
Ohio
$0
4
PA
4
PFG Advisors
Arizona
$0
5
CAP
5
Columbia Advisory Partners
Washington
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.43B 93,500,710 +48,866,721 +109%
Bank of America
2
Bank of America
North Carolina
$764M 16,140,275 +8,543,788 +112%
PCA
3
Personal Capital Advisors
California
$427M 9,005,874 +4,879,945 +118%
SEI Investments
4
SEI Investments
Pennsylvania
$353M 7,445,818 +3,961,668 +114%
Charles Schwab
5
Charles Schwab
California
$316M 6,678,870 +3,455,430 +107%
Financial Engines Advisors
6
Financial Engines Advisors
California
$154M 3,252,015 +1,617,083 +99%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$123M 2,557,951 +1,307,711 +105%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$121M 2,558,431 +1,463,199 +134%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$101M 2,138,864 +1,240,244 +138%
Osaic Holdings
10
Osaic Holdings
Arizona
$81M 2,005,469 +1,118,184 +126%
HighTower Advisors
11
HighTower Advisors
Illinois
$75.6M 1,598,116 +912,584 +133%
AA
12
Advisory Alpha
Michigan
$66.8M 1,409,607 +796,051 +130%
Mariner
13
Mariner
Kansas
$64.1M 1,352,798 +725,105 +116%
AWS
14
AJ Wealth Strategies
New York
$61.3M 1,293,587 +567,136 +78%
Creative Planning
15
Creative Planning
Kansas
$60M 1,266,115 +670,143 +112%
UBS Group
16
UBS Group
Switzerland
$59.7M 1,259,751 +664,239 +112%
SC
17
Savant Capital
Illinois
$58.5M 1,236,047 +635,948 +106%
PCIA
18
Prime Capital Investment Advisors
Kansas
$58.4M 570,618 -2,336 -0.4%
MW
19
Marcum Wealth
Ohio
$56.2M 1,187,645 +745,536 +169%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$52M 1,098,680 +654,698 +147%
UCFA
21
United Capital Financial Advisors
Texas
$47.5M 1,003,574 +503,962 +101%
GAM
22
Gemmer Asset Management
California
$43.8M 923,824 +430,607 +87%
LPL Financial
23
LPL Financial
California
$42.6M 898,982 +430,309 +92%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$42.5M 897,228 +480,089 +115%
FA
25
Financial Advisors
Massachusetts
$36.3M 766,284 +401,961 +110%
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