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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 %
KFS
826
Kelly Financial Services
Massachusetts
$3K +$2.97K +1,272 +10,600%
1IA
827
1834 Investment Advisors
Wisconsin
$2K – – –
OAJ
828
Ogorek Anthony Joseph
New York
$2K – – –
LGWM
829
Litman Gregory Wealth Management
California
$1.32K -$11K -43,964 -89%
TFGT
830
TS Financial Group (TSFG)
Illinois
$1K -$27.4K -876 -96%
APWA
831
Atlas Private Wealth Advisors
New Jersey
$1K -$27.7K -776 -97%
MIM
832
Macroview Investment Management
Maryland
$1K – – –
TFM
833
TFC Financial Management
Massachusetts
$1K – – –
TF
834
TimeScale Financial
Massachusetts
$1K +$1K +24 New
WIM
835
Westside Investment Management
California
$6 – – –
EF
836
Empowered Funds
Pennsylvania
– -$4.1M -184,408 Closed
AWE
837
Avidian Wealth Enterprises
Texas
– -$3.93M -157,732 Closed
CCM
838
Ciovacco Capital Management
Georgia
– -$3.55M -141,708 Closed
DCM
839
DeGreen Capital Management
Arizona
– -$1.36M -90,616 Closed
ACM
840
Anfield Capital Management
California
– -$1.61M -64,636 Closed
WCFA
841
Walkner Condon Financial Advisors
Wisconsin
– -$996K -39,972 Closed
FAIM
842
Financial Advocates Investment Management
Washington
– -$829K -33,296 Closed
CA
843
Capital Advantage
California
– -$666K -26,728 Closed
AFS
844
Access Financial Services
Minnesota
– -$627K -25,176 Closed
BL
845
BCWM LLC
Kansas
– -$484K -19,436 Closed
HI
846
Human Investing
Oregon
– -$405K -16,244 Closed
Wolverine Trading
847
Wolverine Trading
Illinois
– -$279K -11,288 Closed
KP
848
Keel Point
Alabama
– -$247K -9,912 Closed
FA
849
Fagan Associates
New York
– -$245K -9,848 Closed
CGFA
850
Colton Groome Financial Advisors
North Carolina
– -$239K -9,576 Closed
32 33
34
35 36