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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 %
FWM
26
Filbrandt Wealth Management
Wisconsin
$37.4M +$363K +13,928 +1%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$37.1M +$5.18M +199,072 +16%
KFC
28
Klingenstein Fields & Co
New York
$36.1M +$394K +15,112 +1%
FA
29
Financial Advisors
Massachusetts
$33.1M +$3.02M +115,916 +10%
Morgan Stanley
30
Morgan Stanley
New York
$33M -$4.31M -165,328 -12%
PFG
31
Piershale Financial Group
Illinois
$30.4M +$30.4M +1,168,884 New
FMP
32
Financial Management Professionals
Texas
$30.1M -$64.4M -2,473,396 -68%
LWMT
33
Legacy Wealth Management (Tennessee)
Tennessee
$29.4M -$560K -21,504 -2%
RWM
34
RKL Wealth Management
Pennsylvania
$28.5M -$346K -13,280 -1%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$25.8M +$9.15M +352,000 +55%
EFSCE
36
Enterprise Financial Services Corp (EFSC)
Missouri
$25.1M -$169K -6,500 -0.7%
5L
37
55I LLC
Massachusetts
$25M +$6.92M +265,756 +38%
Wells Fargo
38
Wells Fargo
California
$24.2M +$2.62M +100,752 +12%
BWM
39
BerganKDV Wealth Management
Minnesota
$24.1M +$754K +28,968 +3%
BWA
40
BlueSky Wealth Advisors
North Carolina
$23M +$1.92M +74,460 +9%
MM
41
Meridian Management
Arkansas
$22.4M +$7.02M +269,524 +45%
CST
42
Charles Schwab Trust
Nevada
$21.2M +$757K +29,064 +4%
OIA
43
OneDigital Investment Advisors
Kansas
$20.2M -$318K -12,204 -2%
RRWA
44
Rainey & Randall Wealth Advisors
Florida
$20.1M +$544K +20,900 +3%
MAG
45
Mokosak Advisory Group
Iowa
$20.1M +$17.7K +680 +0.1%
MI
46
Moneywise Inc
Virginia
$19.1M -$2.54M -97,432 -12%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$18.4M +$1.7M +65,160 +10%
VWA
48
Visionary Wealth Advisors
Illinois
$18.3M +$479K +18,400 +3%
SFS
49
Summit Financial Strategies
Ohio
$17.8M +$2.95M +113,352 +20%
JWM
50
Janiczek Wealth Management
Colorado
$17.3M +$996K +38,256 +6%
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