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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 %
CSIA
1
Charles Schwab Investment Advisory
California
$2.93B 75,076,083 -18,424,627 -20%
Bank of America
2
Bank of America
North Carolina
$756M 19,390,600 +3,250,325 +20%
PCA
3
Personal Capital Advisors
California
$374M 9,594,303 +588,429 +7%
SEI Investments
4
SEI Investments
Pennsylvania
$295M 7,572,680 +126,862 +2%
Charles Schwab
5
Charles Schwab
California
$279M 7,164,584 +485,714 +7%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$118M 2,928,089 +370,138 +14%
Financial Engines Advisors
7
Financial Engines Advisors
California
$112M 2,884,970 -367,045 -11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$109M 2,798,161 +239,730 +9%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$99.2M 2,545,108 +406,244 +19%
Osaic Holdings
10
Osaic Holdings
Arizona
$85.9M 2,200,459 +194,990 +10%
HighTower Advisors
11
HighTower Advisors
Illinois
$63.9M 1,637,658 +39,542 +2%
Creative Planning
12
Creative Planning
Kansas
$60.1M 1,540,535 +274,420 +22%
AA
13
Advisory Alpha
Michigan
$58.4M 1,497,195 +87,588 +6%
UBS Group
14
UBS Group
Switzerland
$55.9M 1,434,879 +175,128 +14%
SC
15
Savant Capital
Illinois
$55.9M 1,433,196 +197,149 +16%
AWS
16
AJ Wealth Strategies
New York
$53.2M 1,363,424 +69,837 +5%
Mariner
17
Mariner
Kansas
$53.1M 1,360,976 +8,178 +0.6%
MW
18
Marcum Wealth
Ohio
$50.8M 1,301,890 +114,245 +10%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$40.8M 1,047,361 +150,133 +17%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$39.3M 1,008,631 -90,049 -8%
UCFA
21
United Capital Financial Advisors
Texas
$38.8M 995,892 -7,682 -0.8%
GAM
22
Gemmer Asset Management
California
$37.4M 960,119 +36,295 +4%
LPL Financial
23
LPL Financial
California
$36.4M 934,360 +35,378 +4%
FA
24
Financial Advisors
Massachusetts
$31.5M 808,143 +41,859 +5%
PCIA
25
Prime Capital Investment Advisors
Kansas
$29.3M 750,999 +180,381 +32%
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