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Schwab U.S Small- Cap ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.57B invested in Schwab U.S Small- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 297 increasing their positions, 208 reducing their positions, and 23 closing their positions.

Holders
706
Holders Change
+108
Holders Change %
+18.06%
% of All Funds
13.94%
Holding in Top 10
67
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+28.85%
% of All Funds
1.32%
New
137
Increased
297
Reduced
208
Closed
23
Calls
$1.01M
Puts
$2.12M
Net Calls
-$1.11M
Net Calls Change
-$397K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.73B
2
FWM
2
Filbrandt Wealth Management
Wisconsin
$22.7M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$25.1M
4
PCA
4
Personal Capital Advisors
California
$233M
5
LFA
5
Lighthouse Financial Advisors
Maryland
$15.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.5M
2
TCM
2
Tradewinds Capital Management
Washington
$8.33M
3
WAM
3
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
4
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
IWMA
101
Ironwood Wealth Management (Arizona)
Arizona
$5.96M 78,723 -1,990 -2%
Jane Street
102
Jane Street
New York
$5.89M 77,891 -47,257 -38%
Wells Fargo
103
Wells Fargo
California
$5.76M 76,103 -9,280 -11%
PFM
104
Parsec Financial Management
North Carolina
$5.57M 73,671 -3,915 -5%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$5.55M 73,407 -997 -1%
IA
106
IFP Advisors
Florida
$5.52M 72,702 +139 +0.2%
AF
107
Advisornet Financial
Minnesota
$5.22M 69,018 -2,470 -3%
ECM
108
Exchange Capital Management
Michigan
$5.13M 67,770 -4,671 -6%
SPFA
109
Summit Place Financial Advisors
New Jersey
$5.06M 66,927 +66,927 New
BBPWM
110
Blue Bell Private Wealth Management
Pennsylvania
$4.98M 65,810 +7,634 +13%
RFA
111
Radnor Financial Advisors
Pennsylvania
$4.94M 65,334 +65,334 New
OFG
112
Omega Financial Group
California
$4.89M 64,661 +727 +1%
SHJ
113
Sharkey, Howes & Javer
Colorado
$4.89M 64,633 -4,455 -6%
DP
114
Denver PWM
Colorado
$4.89M 64,546 +3,425 +6%
PAG
115
Pinnacle Advisory Group
Maryland
$4.8M 63,436 +5,918 +10%
AP
116
Appleton Partners
Massachusetts
$4.79M 63,288 +1,564 +3%
SWA
117
Sutton Wealth Advisors
Florida
$4.74M 62,720 +3,074 +5%
HFP
118
Holistic Financial Partners
Indiana
$4.71M 62,309 +3,197 +5%
CMP
119
Courage Miller Partners
Virginia
$4.62M 61,049 +1,419 +2%
B
120
Bailard
California
$4.6M 60,798 +1,131 +2%
QAM
121
QCI Asset Management
New York
$4.45M 58,888 -1,185 -2%
WC
122
Whitnell & Co
Illinois
$4.38M 57,895 +637 +1%
HSA
123
HBK Sorce Advisory
Pennsylvania
$4.28M 56,593 +53 +0.1%
PAG
124
Private Advisor Group
New Jersey
$4.27M 56,503 +8,392 +17%
RRC
125
Relaxing Retirement Coach
Massachusetts
$4.23M 56,014 +332 +0.6%
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5
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