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Schwab U.S Small- Cap ETF
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Overview Fund Activity

636 hedge funds and large institutions have $5.81B invested in Schwab U.S Small- Cap ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 215 increasing their positions, 286 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
12.87%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
1.05%
New
47
Increased
215
Reduced
286
Closed
32
Calls
$621K
Puts
$945K
Net Calls
-$324K
Net Calls Change
-$1.03M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.86B
2
FMP
Financial Management Professionals
Texas
$22.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.5M
4
Creative Planning
Creative Planning
Kansas
$39.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$36.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$184M
2
SEI Investments
SEI Investments
Pennsylvania
$268M
3
AG
Appleton Group
Wisconsin
$573K
4
FNC
First National Corp
Massachusetts
$0
5
KFC
Klingenstein Fields & Co
New York
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
326
BLB&B Advisors
Pennsylvania
$695K – – –
PRS
327
Pinkerton Retirement Specialists
Idaho
$690K +$350K +20,460 +103%
NGA
328
Naples Global Advisors
Florida
$684K -$205 -12 -0%
EWA
329
EP Wealth Advisors
California
$682K +$1.91K +112 +0.3%
TRCT
330
Tower Research Capital (TRC)
New York
$680K -$3.57M -209,420 -84%
ASW
331
Astoria Strategic Wealth
Texas
$679K +$46.7K +2,520 +7%
PWMAG
332
Pinnacle Wealth Management Advisory Group
New Jersey
$676K – – –
OCG
333
Opus Capital Group
Ohio
$673K +$22.7K +1,332 +3%
OCM
334
One Capital Management
California
$669K -$147K -8,596 -18%
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$666K +$666K +38,984 New
PFC
336
Phocas Financial Corp
California
$658K -$629K – –
CI
337
Cordant Inc
Oregon
$657K +$59.1K +3,460 +10%
APA
338
American Portfolios Advisors
New York
$651K +$23.4K +1,368 +4%
APSI
339
Asset Planning Services Inc
Louisiana
$643K -$219K -12,800 -25%
ACG
340
Allen Capital Group
Nebraska
$640K -$28.3K -1,528 -4%
H
341
HoyleCohen
California
$637K -$60.2K -3,520 -9%
WT
342
Whittier Trust
California
$630K – – –
CFO
343
CVA Family Office
Colorado
$628K +$205 +12 +0%
Susquehanna International Group
344
Susquehanna International Group
Pennsylvania
$624K -$2.08M -121,572 -77%
WCM
345
Wealthcare Capital Management
Virginia
$616K +$61.4K +3,596 +11%
LWMM
346
Legacy Wealth Management (Mississippi)
Mississippi
$615K – – –
SG
347
StoneX Group
New York
$612K -$106K -6,208 -15%
Bank of New York Mellon
348
Bank of New York Mellon
New York
$596K +$292K +17,096 +96%
AFAS
349
Acorn Financial Advisory Services
Virginia
$586K -$116K -6,748 -17%
BF
350
BOK Financial
Oklahoma
$584K +$7.38K +432 +1%
12 13
14
15 16