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Schwab U.S Small- Cap ETF
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Overview Fund Activity

837 hedge funds and large institutions have $10.1B invested in Schwab U.S Small- Cap ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 371 increasing their positions, 280 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+20
Holders Change %
+2.45%
% of All Funds
14.61%
Holding in Top 10
72
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.25%
% of All Funds
1.26%
New
71
Increased
371
Reduced
280
Closed
44
Calls
$3.75M
Puts
$1.03M
Net Calls
+$2.72M
Net Calls Change
+$1.91M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.33B
2
PFG
2
Piershale Financial Group
Illinois
$30.4M
3
Bank of America
3
Bank of America
North Carolina
$943M
4
PCA
4
Personal Capital Advisors
California
$386M
5
Charles Schwab
5
Charles Schwab
California
$297M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$30.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$336M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$366K
4
TCM
4
Tradewinds Capital Management
Washington
$6.82M
5
TI
5
Tidal Investments
Wisconsin
$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Pinnacle Associates
New York
$2.88M +$183K +7,016 +7%
JWA
252
JFS Wealth Advisors
Pennsylvania
$2.85M -$385K -14,764 -12%
DW
253
Domani Wealth
Pennsylvania
$2.82M -$151K -5,796 -5%
YWP
254
YorkBridge Wealth Partners
New York
$2.76M +$141K +5,424 +5%
MSA
255
Marino Stram & Associates
Massachusetts
$2.76M +$2.76M +106,128 New
SAM
256
Smithbridge Asset Management
Pennsylvania
$2.76M +$102K +3,924 +4%
SBH
257
Segall Bryant & Hamill
Illinois
$2.76M -$43.9K -1,684 -2%
Renaissance Technologies
258
Renaissance Technologies
New York
$2.72M -$708K -27,200 -21%
PCMC
259
Private Capital Management (Colorado)
Colorado
$2.7M -$111K -4,252 -4%
PA
260
PFG Advisors
Arizona
$2.68M +$777K +29,820 +41%
MWP
261
Moller Wealth Partners
$2.66M -$48.3K -1,856 -2%
SLT
262
St Louis Trust
Missouri
$2.62M +$1.19M +45,580 +83%
BCWM
263
Bartlett & Co Wealth Management
Ohio
$2.58M -$44.1K -1,692 -2%
BC
264
Bartlett & Co
Ohio
$2.58M -$44.1K -1,692 -2%
CWA
265
Clearview Wealth Advisors
Oregon
$2.58M +$318K +12,216 +14%
AIM
266
Anchor Investment Management
South Carolina
$2.56M -$6.15K -236 -0.2%
MG
267
Mather Group
Illinois
$2.54M +$130K +5,000 +5%
NCM
268
Next Capital Management
New York
$2.54M +$82.6K +3,176 +3%
CCMW
269
Cypress Capital Management (Wyoming)
Wyoming
$2.54M -$6.67K -256 -0.3%
WA
270
WBH Advisory
Maryland
$2.51M +$186K +7,400 +8%
AIA
271
Arcadia Investment Advisors
Idaho
$2.45M -$4.36M -167,324 -64%
PWM
272
Provident Wealth Management
Tennessee
$2.43M +$130K +4,996 +6%
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$2.41M +$330K +12,636 +16%
ISG
274
Investment Security Group
Colorado
$2.39M +$4.79K +184 +0.2%
BP
275
Broadleaf Partners
Ohio
$2.38M -$44.6K -1,712 -2%
9 10
11
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