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Schwab U.S Small- Cap ETF
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Overview Fund Activity

945 hedge funds and large institutions have $10.5B invested in Schwab U.S Small- Cap ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 416 increasing their positions, 237 reducing their positions, and 44 closing their positions.

Holders
945
Holders Change
+109
Holders Change %
+13.04%
% of All Funds
14.59%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.24%
New
170
Increased
416
Reduced
237
Closed
44
Calls
$3.82M
Puts
$1.49M
Net Calls
+$2.33M
Net Calls Change
+$1.31M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.57B
2
SC
2
Savant Capital
Illinois
$61.5M
3
AT
3
American Trust
Kentucky
$36.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$45.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$112M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$778M
2
TI
2
Tidal Investments
Wisconsin
$0
3
CST
3
Charles Schwab Trust
Nevada
$955K
4
PFG
4
Piershale Financial Group
Illinois
$0
5
KAS
5
Kestra Advisory Services
Texas
$962K
Name Market Value Shares Shares
Change 		Shares
Change %
FA
26
Financial Advisors
Massachusetts
$37.3M 364,323 +26,840 +8%
AT
27
American Trust
Kentucky
$36.7M 358,853 +358,853 New
Ameriprise
28
Ameriprise
Minnesota
$36.7M 358,869 -54,363 -13%
KFC
29
Klingenstein Fields & Co
New York
$36.2M 353,167 +5,859 +2%
Morgan Stanley
30
Morgan Stanley
New York
$34.4M 336,255 +6,270 +2%
H
31
HoyleCohen
California
$29.3M 286,006 +17,118 +6%
LWMT
32
Legacy Wealth Management (Tennessee)
Tennessee
$28.3M 276,047 -4,140 -1%
RWM
33
RKL Wealth Management
Pennsylvania
$28.1M 274,582 -258 -0.1%
5L
34
55I LLC
Massachusetts
$28.1M 274,254 +7,865 +3%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$26.8M 258,960 +7,040 +3%
EFSCE
36
Enterprise Financial Services Corp (EFSC)
Missouri
$25.3M 247,451 +2,994 +1%
BWM
37
BerganKDV Wealth Management
Minnesota
$25.3M 247,350 +7,898 +3%
NYLIM
38
New York Life Investment Management
New York
$24.7M 241,251 +52,154 +28%
Wells Fargo
39
Wells Fargo
California
$23.8M 231,952 +13,085 +6%
VWA
40
Visionary Wealth Advisors
Illinois
$23.2M 226,214 +7,916 +4%
RRWA
41
Rainey & Randall Wealth Advisors
Florida
$23.1M 225,880 +23,575 +12%
MM
42
Meridian Management
Arkansas
$22.9M 223,796 +2,958 +1%
SA
43
Scarborough Advisors
Maryland
$21.6M 210,617 +210,617 New
MAG
44
Mokosak Advisory Group
Iowa
$21.1M 205,964 +5,496 +3%
AWM
45
Adams Wealth Management
Utah
$20.8M 203,094 +15,106 +8%
MI
46
Moneywise Inc
Virginia
$20.6M 201,177 -13,830 -6%
SFS
47
Summit Financial Strategies
Ohio
$19.5M 190,513 +8,618 +5%
BWA
48
BlueSky Wealth Advisors
North Carolina
$19.2M 187,658 -41,496 -18%
OIA
49
OneDigital Investment Advisors
Kansas
$19M 185,670 -5,157 -3%
JWM
50
Janiczek Wealth Management
Colorado
$18.1M 176,569 +7,332 +4%
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