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Schwab U.S Small- Cap ETF
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Overview Fund Activity

836 hedge funds and large institutions have $10B invested in Schwab U.S Small- Cap ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 373 increasing their positions, 268 reducing their positions, and 48 closing their positions.

Holders
836
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
14.68%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.3%
New
59
Increased
373
Reduced
268
Closed
48
Calls
$3.37M
Puts
$2.34M
Net Calls
+$1.03M
Net Calls Change
-$1.69M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.3B
2
Bank of America
2
Bank of America
North Carolina
$940M
3
PCA
3
Personal Capital Advisors
California
$396M
4
Charles Schwab
4
Charles Schwab
California
$304M
5
SEI Investments
5
SEI Investments
Pennsylvania
$342M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$11K
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$70M
3
TI
3
Tidal Investments
Wisconsin
$52.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$86.3M
5
PFG
5
Piershale Financial Group
Illinois
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$38.5M 384,211 +28,103 +8%
FWM
27
Filbrandt Wealth Management
Wisconsin
$36.6M 365,523 +6,635 +2%
FMT
28
First Mercantile Trust
Tennessee
$35.2M 351,572 -51,219 -13%
KFC
29
Klingenstein Fields & Co
New York
$34.8M 347,308 +775 +0.2%
FA
30
Financial Advisors
Massachusetts
$33.8M 337,483 +20,135 +6%
Morgan Stanley
31
Morgan Stanley
New York
$33M 329,985 +12,858 +4%
LWMT
32
Legacy Wealth Management (Tennessee)
Tennessee
$28M 280,187 -1,972 -0.7%
RWM
33
RKL Wealth Management
Pennsylvania
$27.5M 274,840 +896 +0.3%
H
34
HoyleCohen
California
$26.9M 268,888 +23,002 +9%
5L
35
55I LLC
Massachusetts
$26.7M 266,389 +25,971 +11%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$25.7M 251,920 +3,920 +2%
EFSCE
37
Enterprise Financial Services Corp (EFSC)
Missouri
$24.5M 244,457 +3,561 +1%
BWM
38
BerganKDV Wealth Management
Minnesota
$24M 239,452 +7,816 +3%
SC
39
Savant Capital
Illinois
$23M 229,356 +64,984 +40%
BWA
40
BlueSky Wealth Advisors
North Carolina
$22.9M 229,154 +6,171 +3%
MM
41
Meridian Management
Arkansas
$22.1M 220,838 +5,358 +2%
Wells Fargo
42
Wells Fargo
California
$21.9M 218,867 -13,083 -6%
VWA
43
Visionary Wealth Advisors
Illinois
$21.9M 218,298 +42,671 +24%
MI
44
Moneywise Inc
Virginia
$21.5M 215,007 +31,838 +17%
CST
45
Charles Schwab Trust
Nevada
$20.3M 202,758 -818 -0.4%
RRWA
46
Rainey & Randall Wealth Advisors
Florida
$20.3M 202,305 +9,473 +5%
MAG
47
Mokosak Advisory Group
Iowa
$20.1M 200,468 +7,852 +4%
OIA
48
OneDigital Investment Advisors
Kansas
$19.1M 190,827 -3,342 -2%
NYLIM
49
New York Life Investment Management
New York
$18.9M 189,097 +110,270 +140%
AWM
50
Adams Wealth Management
Utah
$18.8M 187,988 +37,719 +25%
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