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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$184M
2
SEI Investments
2
SEI Investments
Pennsylvania
$268M
3
AG
3
Appleton Group
Wisconsin
$573K
4
FNC
4
First National Corp
Massachusetts
$0
5
KFC
5
Klingenstein Fields & Co
New York
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
26
Financial Management Professionals
Texas
$22.5M +$22.5M +1,317,912 +867,047%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$20.2M -$423K -24,788 -2%
Morgan Stanley
28
Morgan Stanley
New York
$20.2M +$1.61M +94,512 +9%
RWM
29
RKL Wealth Management
Pennsylvania
$19.9M +$21.9K +1,280 +0.1%
EFSCE
30
Enterprise Financial Services Corp (EFSC)
Missouri
$17.9M -$2.24M -131,368 -11%
BWM
31
BerganKDV Wealth Management
Minnesota
$17.3M -$102K -5,952 -0.6%
FA
32
Financial Advisors
Massachusetts
$17.3M +$625K +36,604 +4%
BWA
33
BlueSky Wealth Advisors
North Carolina
$16.7M -$45.1K -2,436 -0.3%
HighTower Advisors
34
HighTower Advisors
Illinois
$16.2M -$546K -31,964 -3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$15.1M +$281K +16,476 +2%
MI
36
Moneywise Inc
Virginia
$14.8M +$203K +11,868 +1%
OIA
37
OneDigital Investment Advisors
Kansas
$14.2M -$132K -7,700 -0.9%
MAG
38
Mokosak Advisory Group
Iowa
$14M +$162K +9,500 +1%
KBFS
39
Kohmann Bosshard Financial Services
Ohio
$13.6M -$528K -30,892 -4%
SFA
40
Sequoia Financial Advisors
Ohio
$12.7M -$278K -16,280 -2%
Wells Fargo
41
Wells Fargo
California
$12.2M -$11.3K -660 -0.1%
QI
42
QS Investors
New York
$12.2M +$1.39M +81,316 +13%
VWA
43
Visionary Wealth Advisors
Illinois
$12.2M -$370K -21,648 -3%
CST
44
Charles Schwab Trust
Nevada
$11.8M +$773K +45,260 +7%
RRWA
45
Rainey & Randall Wealth Advisors
Florida
$11.8M +$167K +9,760 +1%
SFP
46
Strategic Financial Planning
Texas
$11.7M +$233K +13,628 +2%
RFA
47
Radnor Financial Advisors
Pennsylvania
$11M +$353K +20,668 +3%
SC
48
Savant Capital
Illinois
$11M +$326K +19,104 +3%
EHPM
49
Emery Howard Portfolio Management
California
$10.9M -$115K -6,760 -1%
SFS
50
Summit Financial Strategies
Ohio
$10.7M -$40.8K -2,388 -0.4%
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