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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 %
SFS
51
Summit Financial Strategies
Ohio
$18.2M 181,895 +10,673 +6%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$17.6M 176,218 -540 -0.3%
PFG
53
Piershale Financial Group
Illinois
$17.1M 171,041 -121,180 -41%
JWM
54
Janiczek Wealth Management
Colorado
$16.9M 169,237 +3,324 +2%
MFGP
55
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.7M 166,467 +4,136 +3%
SFP
56
Strategic Financial Planning
Texas
$16.6M 166,074 +1,829 +1%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$16.2M 161,753 +21,102 +15%
FI
58
FIDELIS iM
Oregon
$16.2M 161,460 +161,460 New
RFA
59
Radnor Financial Advisors
Pennsylvania
$16.1M 160,442 +1,239 +0.8%
BFG
60
Bouchey Financial Group
New York
$15.8M 157,703 +5,166 +3%
KAS
61
Kestra Advisory Services
Texas
$15.6M 156,193 +145,706 +1,389%
PEA
62
Pacific Edge Advisors
California
$15.2M 151,675 +9,200 +6%
BWA
63
Burt Wealth Advisors
Maryland
$14.5M 144,626 +143 +0.1%
PMG
64
ProVise Management Group
Florida
$14.4M 143,850 -2,563 -2%
NSAM
65
North Star Asset Management
Wisconsin
$14M 140,312 +5,031 +4%
AG
66
Appleton Group
Wisconsin
$13.7M 136,780 +69,331 +103%
HGWM
67
Horst & Graben Wealth Management
Oregon
$13.7M 136,602 +1,755 +1%
BSB
68
Bangor Savings Bank
Maine
$13.7M 136,430 +2,275 +2%
NIC
69
Northwest Investment Counselors
Oregon
$13.5M 135,280 -2,972 -2%
MA
70
MUFG Americas
New York
$13.3M 132,966 -2,680 -2%
Truist Financial
71
Truist Financial
North Carolina
$13M 129,666 -639 -0.5%
EHPM
72
Emery Howard Portfolio Management
California
$12.9M 128,657 -4,117 -3%
CCA
73
Clearwater Capital Advisors
Illinois
$12.4M 123,555 +2,550 +2%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$12.2M 121,378 -14,599 -11%
PAG
75
Private Advisor Group
New Jersey
$12.1M 121,324 +35,521 +41%
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