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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
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$45.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$112M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$92M

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 %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$17.6M 171,604 +9,851 +6%
MFGP
52
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.4M 169,737 +3,270 +2%
FI
53
FIDELIS iM
Oregon
$17M 165,544 +4,084 +3%
SFP
54
Strategic Financial Planning
Texas
$16.7M 163,200 -2,874 -2%
BFG
55
Bouchey Financial Group
New York
$16.6M 161,780 +4,077 +3%
RFA
56
Radnor Financial Advisors
Pennsylvania
$16.3M 159,207 -1,235 -0.8%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$15.9M 155,579 -20,639 -12%
BWA
58
Burt Wealth Advisors
Maryland
$15M 146,323 +1,697 +1%
NSAM
59
North Star Asset Management
Wisconsin
$14.8M 144,781 +4,469 +3%
Truist Financial
60
Truist Financial
North Carolina
$14.8M 144,423 +14,757 +11%
PMG
61
ProVise Management Group
Florida
$14.5M 141,881 -1,969 -1%
NIC
62
Northwest Investment Counselors
Oregon
$14.2M 138,893 +3,613 +3%
HGWM
63
Horst & Graben Wealth Management
Oregon
$14.2M 138,266 +1,664 +1%
SFA
64
Sequoia Financial Advisors
Ohio
$14.1M 137,854 +88,632 +180%
BSB
65
Bangor Savings Bank
Maine
$14.1M 137,448 +1,018 +0.7%
AWM
66
AE Wealth Management
Kansas
$13.7M 133,583 +59,316 +80%
MA
67
MUFG Americas
New York
$13.4M 130,617 -2,349 -2%
OWM
68
Orgel Wealth Management
Wisconsin
$13.3M 129,976 +23,583 +22%
EHPM
69
Emery Howard Portfolio Management
California
$13M 127,193 -1,464 -1%
CCA
70
Clearwater Capital Advisors
Illinois
$12.9M 125,559 +2,004 +2%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$12.7M 123,914 +2,536 +2%
FNC
72
First National Corp
Massachusetts
$12.5M 121,909 +1,827 +2%
AF
73
Advisornet Financial
Minnesota
$12.4M 121,392 +10,260 +9%
PPA
74
Parametric Portfolio Associates
Washington
$12.3M 120,318 +115,440 +2,367%
HWA
75
HHM Wealth Advisors
Tennessee
$12.1M 118,362 +21,669 +22%
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