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Schwab U.S Small- Cap ETF
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Overview Fund Activity

865 hedge funds and large institutions have $7.24B invested in Schwab U.S Small- Cap ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 365 increasing their positions, 338 reducing their positions, and 51 closing their positions.

Holders
865
Holders Change
-14
Holders Change %
-1.59%
% of All Funds
14.96%
Holding in Top 10
70
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.06%
% of All Funds
1.21%
New
47
Increased
365
Reduced
338
Closed
51
Calls
$1.76M
Puts
$348K
Net Calls
+$1.41M
Net Calls Change
-$580K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$88.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$35.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$131M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$120M
5
Morgan Stanley
5
Morgan Stanley
New York
$51.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$321M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.77B
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$15.6M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$97.9M
5
EFSCE
5
Enterprise Financial Services Corp (EFSC)
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B 73,156,917 -1,919,166 -3%
PCA
2
Personal Capital Advisors
California
$379M 10,014,025 +419,722 +4%
Bank of America
3
Bank of America
North Carolina
$321M 8,483,876 -10,906,724 -56%
SEI Investments
4
SEI Investments
Pennsylvania
$290M 7,675,491 +102,811 +1%
Charles Schwab
5
Charles Schwab
California
$274M 7,249,089 +84,505 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$131M 3,457,112 +658,951 +24%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$120M 3,166,759 +621,651 +24%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$116M 2,997,517 +69,428 +2%
Financial Engines Advisors
9
Financial Engines Advisors
California
$97.9M 2,590,252 -294,718 -10%
UBS AM
10
UBS AM
Illinois
$88.7M 2,346,319 +2,346,319 New
Osaic Holdings
11
Osaic Holdings
Arizona
$80.2M 2,121,994 -78,465 -4%
Creative Planning
12
Creative Planning
Kansas
$65.1M 1,721,099 +180,564 +12%
AA
13
Advisory Alpha
Michigan
$64.3M 1,700,074 +202,879 +14%
HighTower Advisors
14
HighTower Advisors
Illinois
$60.9M 1,609,438 -28,220 -2%
UBS Group
15
UBS Group
Switzerland
$57.9M 1,531,256 +96,377 +7%
Mariner
16
Mariner
Kansas
$53.7M 1,421,215 +60,239 +4%
Morgan Stanley
17
Morgan Stanley
New York
$51.2M 1,354,994 +610,598 +82%
SC
18
Savant Capital
Illinois
$50.3M 1,329,571 -103,625 -7%
AWS
19
AJ Wealth Strategies
New York
$50.2M 1,327,045 -36,379 -3%
MW
20
Marcum Wealth
Ohio
$47.1M 1,246,748 -55,142 -4%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$43.1M 1,139,632 +92,271 +9%
LPL Financial
22
LPL Financial
California
$37.3M 987,658 +53,298 +6%
UCFA
23
United Capital Financial Advisors
Texas
$36.9M 975,613 -20,279 -2%
GAM
24
Gemmer Asset Management
California
$36.3M 959,408 -711 -0.1%
Goldman Sachs
25
Goldman Sachs
New York
$35.4M 936,132 +895,718 +2,216%
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