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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 %
CFA
626
Capstone Financial Advisors
Illinois
$265K +$9.27K +356 +4%
BBW
627
Blue Barn Wealth
Utah
$263K +$263K +10,112 New
GB
628
Goepper Burkhardt
South Carolina
$259K -$168K -6,452 -39%
EWA
629
Exencial Wealth Advisors
Oklahoma
$258K +$8.54K +328 +3%
MF
630
Manchester Financial
California
$257K -$15.9K -608 -6%
BIM
631
Baldwin Investment Management
Pennsylvania
$256K +$208 +8 +0.1%
PWM
632
Praetorian Wealth Management
California
$256K +$256K +9,840 New
PFP
633
Pinnacle Financial Partners
Tennessee
$254K +$1.04K +40 +0.4%
PWA
634
Pinnacle Wealth Advisors
Tennessee
$254K +$254K +9,760 New
HR
635
Howe & Rusling
New York
$252K +$77.9K +2,992 +45%
HCM
636
Hengehold Capital Management
Ohio
$251K -$208 -8 -0.1%
S
637
SignatureFD
Georgia
$250K +$140K +5,364 +127%
SCM
638
Stordahl Capital Management
Colorado
$249K – – –
LNWWM
639
Laird Norton Wetherby Wealth Management
California
$248K +$248K +9,532 New
HFA
640
Hoover Financial Advisors
Pennsylvania
$244K -$10.9K -416 -4%
PP
641
Patten & Patten
Tennessee
$244K – – –
PG
642
Patten Group
Tennessee
$244K +$244K +9,364 New
PWM
643
PRW Wealth Management
Massachusetts
$244K +$244K +9,364 New
MA
644
MONECO Advisors
Connecticut
$243K -$30.5K -1,168 -11%
BFM
645
Broadview Financial Management
Wisconsin
$241K -$15.2K -584 -6%
RIS
646
Retirement Income Solutions
Michigan
$240K – – –
EVC
647
Eidelman Virant Capital
Missouri
$238K -$10.4K -400 -4%
KIA
648
KCM Investment Advisors
California
$236K +$236K +9,064 New
MG
649
McCutchen Group
Washington
$232K – – –
FFA
650
First Foundation Advisors
California
$231K +$231K +8,856 New
24 25
26
27 28