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Schwab U.S Small- Cap ETF
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Overview Fund Activity

747 hedge funds and large institutions have $7.93B invested in Schwab U.S Small- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 257 increasing their positions, 257 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+111
Holders Change %
+17.45%
% of All Funds
13.25%
Holding in Top 10
75
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+44.23%
% of All Funds
1.33%
New
144
Increased
257
Reduced
257
Closed
21
Calls
$966K
Puts
$675K
Net Calls
+$291K
Net Calls Change
+$615K

Top Buyers

1
TI
1
Tidal Investments
Wisconsin
$75.2M
2
FMP
2
Financial Management Professionals
Texas
$67.9M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$49.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49M
5
KAS
5
Kestra Advisory Services
Texas
$15.2M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$314M
2
Charles Schwab
2
Charles Schwab
California
$250M
3
FMT
3
First Mercantile Trust
Tennessee
$39.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$147M
5
KBFS
5
Kohmann Bosshard Financial Services
Ohio
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$10.2M -$9.48M -426,136 -48%
FFN
77
Focus Financial Network
Minnesota
$10M +$258K +11,576 +3%
TWP
78
Treybourne Wealth Planners
Indiana
$9.84M +$9.84M +442,188 New
Truist Financial
79
Truist Financial
North Carolina
$9.69M -$47.1K -2,116 -0.5%
ACA
80
Ascension Capital Advisors
Texas
$9.56M +$390K +17,544 +4%
AAM
81
Ascension Asset Management
New York
$9.56M +$9.56M +429,700 New
AWM
82
Adams Wealth Management
Utah
$9.37M +$1.75M +78,532 +23%
BCMO
83
Buckingham Capital Management (Ohio)
Ohio
$9.17M -$311K -13,968 -3%
OWM
84
Orgel Wealth Management
Wisconsin
$9.15M +$455K +20,464 +5%
RA
85
Riversedge Advisors
Delaware
$8.64M +$152K +6,820 +2%
AWMG
86
Alliance Wealth Management Group
New Jersey
$8.62M +$225K +10,108 +3%
TCM
87
Towercrest Capital Management
Pennsylvania
$8.62M +$225K +10,108 +3%
SAF
88
Smith Anglin Financial
Texas
$8.55M +$8.55M +384,128 New
MTC
89
Matrix Trust Company
Colorado
$8.36M -$95.1K -4,276 -1%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$8.31M -$508K -22,832 -6%
CFMC
91
Curbstone Financial Management Corp
New Hampshire
$8.29M +$326K +14,656 +4%
SJIM
92
St. Johns Investment Management
Florida
$8.26M -$559K -25,140 -6%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$8.25M -$9.52M -427,980 -54%
BSW
94
Buckingham Strategic Wealth
Missouri
$8.21M +$7.7M +346,292 +1,516%
EWM
95
Empirical Wealth Management
Washington
$8.2M -$150K -6,756 -2%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$8.15M +$335K +15,016 +4%
YAL
97
Your Advocates Ltd
Texas
$7.71M -$151K -6,792 -2%
ADL
98
Asset Dedication LLC
California
$7.7M +$66.5K +2,988 +0.9%
PAG
99
Pinnacle Advisory Group
Maryland
$7.65M -$358K -16,096 -4%
AF
100
Advisornet Financial
Minnesota
$7.52M +$436K +19,600 +6%
2 3
4
5 6