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Schwab U.S Small- Cap ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.57B invested in Schwab U.S Small- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 297 increasing their positions, 208 reducing their positions, and 23 closing their positions.

Holders
706
Holders Change
+108
Holders Change %
+18.06%
% of All Funds
13.94%
Holding in Top 10
67
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+28.85%
% of All Funds
1.32%
New
137
Increased
297
Reduced
208
Closed
23
Calls
$1.01M
Puts
$2.12M
Net Calls
-$1.11M
Net Calls Change
-$397K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.73B
2
FWM
2
Filbrandt Wealth Management
Wisconsin
$22.7M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$25.1M
4
PCA
4
Personal Capital Advisors
California
$233M
5
LFA
5
Lighthouse Financial Advisors
Maryland
$15.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.5M
2
TCM
2
Tradewinds Capital Management
Washington
$8.33M
3
WAM
3
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
4
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$18.4M 243,819 -76,880 -24%
EFSCE
27
Enterprise Financial Services Corp (EFSC)
Missouri
$18.1M 238,789 -7,931 -3%
CCM
28
CWH Capital Management
Washington
$17.5M 230,940 +1,766 +0.8%
BWM
29
BerganKDV Wealth Management
Minnesota
$17.1M 225,476 -1,121 -0.5%
KBFS
30
Kohmann Bosshard Financial Services
Ohio
$17M 225,182 +5,494 +3%
QI
31
QS Investors
New York
$16.8M 221,604 -9,176 -4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$16.4M 216,718 +7,834 +4%
MFGP
33
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.8M 209,214 +4,041 +2%
WAM
34
Wealthspire Advisors (Maryland)
Maryland
$15.7M 207,571 -116,388 -36%
LFA
35
Lighthouse Financial Advisors
Maryland
$15.4M 203,684 +203,684 New
Creative Planning
36
Creative Planning
Kansas
$14.7M 194,751 +13,944 +8%
SFP
37
Strategic Financial Planning
Texas
$14.5M 191,837 +191,837 New
FA
38
Financial Advisors
Massachusetts
$13.7M 180,928 +8,542 +5%
EHPM
39
Emery Howard Portfolio Management
California
$13.5M 178,790 +537 +0.3%
MI
40
Moneywise Inc
Virginia
$13.4M 191,564 -243 -0.1%
BWA
41
BlueSky Wealth Advisors
North Carolina
$13.3M 176,390 +1,999 +1%
MAM
42
Marquette Asset Management
Minnesota
$13M 172,501 +5,251 +3%
FIM
43
Frontier Investment Management
Texas
$12.8M 169,241 +25,235 +18%
MAG
44
Mokosak Advisory Group
Iowa
$12.8M 168,755 +6,697 +4%
RRWA
45
Rainey & Randall Wealth Advisors
Florida
$12.6M 166,912 -1,336 -0.8%
VWA
46
Visionary Wealth Advisors
Illinois
$12.3M 162,517 +162,517 New
FNC
47
First National Corp
Massachusetts
$12.3M 162,334 +2,767 +2%
PMG
48
ProVise Management Group
Florida
$11.6M 152,858 +4,514 +3%
FFN
49
Focus Financial Network
Minnesota
$11.5M 151,680 -9,747 -6%
SFS
50
Summit Financial Strategies
Ohio
$11.4M 151,253 +3,596 +2%
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