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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 Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
876
First Manhattan
New York
– -$13K -520 Closed
MCM
877
MV Capital Management
Maryland
– -$13K -500 Closed
CFG
878
CKW Financial Group
Hawaii
– -$9K -352 Closed
CCP
879
Clarkston Capital Partners
Michigan
– -$8K -300 Closed
WIA
880
Wealthstreet Investment Advisors
Texas
– -$3K -100 Closed
APWA
881
Atlas Private Wealth Advisors
New Jersey
– -$1K -28 Closed
32 33 34 35
36