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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 %
FNC
76
First National Corp
Massachusetts
$12M 120,082 -5,016 -4%
TWM
77
Tradition Wealth Management
Minnesota
$11.3M 113,317 -400 -0.4%
HI
78
Harbour Investments
Wisconsin
$11.2M 111,744 -966 -0.9%
ACA
79
Ascension Capital Advisors
Texas
$11.1M 111,342 -338 -0.3%
Franklin Resources
80
Franklin Resources
California
$11.1M 111,231 +111,021 +52,867%
AF
81
Advisornet Financial
Minnesota
$11.1M 111,132 +2,220 +2%
MAM
82
Marquette Asset Management
Minnesota
$10.8M 107,831 -240 -0.2%
SFG
83
Sage Financial Group
Pennsylvania
$10.8M 107,518 +556 +0.5%
OWM
84
Orgel Wealth Management
Wisconsin
$10.7M 106,393 -3,589 -3%
PIMG
85
Patriot Investment Management Group
Tennessee
$10.4M 103,586 -1,167 -1%
TCM
86
Towercrest Capital Management
Pennsylvania
$10.4M 103,503 +2,492 +2%
AWMG
87
Alliance Wealth Management Group
New Jersey
$10.4M 103,503 +2,492 +2%
BCMO
88
Buckingham Capital Management (Ohio)
Ohio
$9.85M 98,383 +1,926 +2%
CFMC
89
Curbstone Financial Management Corp
New Hampshire
$9.74M 97,306 +1,158 +1%
HWA
90
HHM Wealth Advisors
Tennessee
$9.68M 96,693 +12,396 +15%
MGIA
91
Moneta Group Investment Advisors
Missouri
$9.64M 96,344 +5,386 +6%
MTC
92
Matrix Trust Company
Colorado
$9.53M 95,224 +5,254 +6%
RA
93
Riversedge Advisors
Delaware
$9.47M 94,634 +5,063 +6%
SIC
94
Salem Investment Counselors
North Carolina
$9.21M 91,992 +7,696 +9%
SJIM
95
St. Johns Investment Management
Florida
$9.09M 90,791 +1,745 +2%
CFG
96
Cooper Financial Group
California
$8.99M 89,759 -2,370 -3%
SWRP
97
Summit Wealth & Retirement Planning
California
$8.93M 89,181 +8,707 +11%
JIC
98
Johnson Investment Counsel
Ohio
$8.85M 88,431 -5,251 -6%
BSW
99
Buckingham Strategic Wealth
Missouri
$8.83M 88,210 -509 -0.6%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$8.81M 87,993 -3,216 -4%
2 3
4
5 6