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Schwab U.S Small- Cap ETF
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Overview Fund Activity

817 hedge funds and large institutions have $9.38B invested in Schwab U.S Small- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 306 increasing their positions, 287 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+70
Holders Change %
+9.37%
% of All Funds
14.39%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
1.46%
New
122
Increased
306
Reduced
287
Closed
43
Calls
$1.86M
Puts
$1.06M
Net Calls
+$802K
Net Calls Change
+$511K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$876M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$99.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$88.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.2M
5
H
5
HoyleCohen
California
$21.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.95B
2
PCA
2
Personal Capital Advisors
California
$344M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$144M
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$6.35M
5
KAS
5
Kestra Advisory Services
Texas
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$35.7M +$3.4M +136,376 +11%
FWM
27
Filbrandt Wealth Management
Wisconsin
$35.4M -$3.6M -144,408 -9%
MW
28
Marcum Wealth
Ohio
$35.4M -$6.65M -266,980 -16%
KFC
29
Klingenstein Fields & Co
New York
$34.2M +$816K +32,752 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$30.5M +$706K +28,328 +2%
TCM
31
Tradewinds Capital Management
Washington
$29.5M +$17.4M +699,616 +144%
FA
32
Financial Advisors
Massachusetts
$28.7M +$2.49M +99,768 +9%
LWMT
33
Legacy Wealth Management (Tennessee)
Tennessee
$28.7M -$3.89M -156,204 -12%
RWM
34
RKL Wealth Management
Pennsylvania
$27.6M -$762K -30,564 -3%
EFSCE
35
Enterprise Financial Services Corp (EFSC)
Missouri
$24.2M -$1.24M -49,724 -5%
BWM
36
BerganKDV Wealth Management
Minnesota
$22.4M -$2.55M -102,424 -10%
H
37
HoyleCohen
California
$21.2M +$20.2M +810,516 +2,071%
MI
38
Moneywise Inc
Virginia
$20.7M -$592K -23,740 -3%
Wells Fargo
39
Wells Fargo
California
$20.6M +$2.09M +83,968 +11%
BWA
40
BlueSky Wealth Advisors
North Carolina
$20.6M -$1.23M -48,732 -6%
CST
41
Charles Schwab Trust
Nevada
$19.8M +$1.23M +48,672 +7%
OIA
42
OneDigital Investment Advisors
Kansas
$19.7M -$99.9K -4,008 -0.5%
MAG
43
Mokosak Advisory Group
Iowa
$19.2M -$1.54M -61,844 -7%
RRWA
44
Rainey & Randall Wealth Advisors
Florida
$18.7M +$955K +38,316 +5%
SFP
45
Strategic Financial Planning
Texas
$17.4M +$1.09M +43,824 +7%
5L
46
55I LLC
Massachusetts
$17.3M +$17.3M +695,916 New
VWA
47
Visionary Wealth Advisors
Illinois
$17M -$481K -19,324 -3%
RFA
48
Radnor Financial Advisors
Pennsylvania
$16.2M -$35.4K -1,388 -0.2%
SC
49
Savant Capital
Illinois
$16.1M +$27.3K +1,096 +0.2%
MFGP
50
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16M -$92K -3,692 -0.6%
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