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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 %
SC
51
Savant Capital
Illinois
$17.1M +$250K +9,596 +1%
SFP
52
Strategic Financial Planning
Texas
$17.1M -$1.04M -39,888 -6%
MFGP
53
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.9M +$165K +6,352 +1%
RFA
54
Radnor Financial Advisors
Pennsylvania
$16.6M -$1.77K -68 -0%
BFG
55
Bouchey Financial Group
New York
$15.9M +$400K +15,360 +3%
AWM
56
Adams Wealth Management
Utah
$15.7M +$1.63M +62,548 +12%
PMG
57
ProVise Management Group
Florida
$15.3M -$529K -20,324 -3%
BWA
58
Burt Wealth Advisors
Maryland
$15.1M -$192K -7,360 -1%
PEA
59
Pacific Edge Advisors
California
$14.8M +$567K +21,760 +4%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$14.7M +$1.74M +66,756 +13%
NIC
61
Northwest Investment Counselors
Oregon
$14.4M +$1.04K +40 +0%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$14.2M +$2.13M +81,712 +18%
MA
63
MUFG Americas
New York
$14.1M +$798K +30,656 +6%
NSAM
64
North Star Asset Management
Wisconsin
$14.1M +$386K +14,828 +3%
HGWM
65
Horst & Graben Wealth Management
Oregon
$14M +$5.7M +218,728 +68%
BSB
66
Bangor Savings Bank
Maine
$14M -$1.28M -49,280 -8%
SFA
67
Sequoia Financial Advisors
Ohio
$13.9M -$1.5M -57,516 -10%
EHPM
68
Emery Howard Portfolio Management
California
$13.8M -$1.64M -62,944 -11%
Truist Financial
69
Truist Financial
North Carolina
$13.6M +$394K +15,140 +3%
CCA
70
Clearwater Capital Advisors
Illinois
$12.6M +$405K +15,548 +3%
TWP
71
Treybourne Wealth Planners
Indiana
$12.2M +$661K +25,380 +6%
TWM
72
Tradition Wealth Management
Minnesota
$11.8M +$57.4K +2,204 +0.5%
HI
73
Harbour Investments
Wisconsin
$11.7M +$2.07M +79,600 +21%
ACA
74
Ascension Capital Advisors
Texas
$11.6M +$328K +12,592 +3%
QI
75
QS Investors
New York
$11.6M -$96.5K -3,704 -0.8%
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3
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