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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 %
AP
101
Appleton Partners
Massachusetts
$8.76M 87,520 +3,737 +4%
WANY
102
Wealthspire Advisors (New York)
New York
$8.7M 86,946 -1,444 -2%
EWM
103
Empirical Wealth Management
Washington
$8.67M 86,620 -2,771 -3%
BFG
104
Berger Financial Group
Minnesota
$8.52M 85,081 +6,205 +8%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$8.38M 83,690 +7,767 +10%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$8.21M 81,994 -4,099 -5%
KBFS
107
Kohmann Bosshard Financial Services
Ohio
$8.11M 80,977 +100 +0.1%
LFS
108
Lutz Financial Services
Nebraska
$8.09M 80,826 +6,296 +8%
ADL
109
Asset Dedication LLC
California
$8.01M 79,925 +99 +0.1%
HFP
110
Holistic Financial Partners
Indiana
$7.96M 79,507 +4,293 +6%
WAM
111
WNY Asset Management
New York
$7.88M 78,168 -3,137 -4%
GC
112
Garde Capital
Washington
$7.78M 77,710 -576 -0.7%
SFWC
113
Strategic Family Wealth Counselors
New Jersey
$7.7M 76,942 +6,097 +9%
MSFS
114
Main Street Financial Solutions
Pennsylvania
$7.48M 74,765 +6,903 +10%
AWM
115
AE Wealth Management
Kansas
$7.43M 74,267 -13,160 -15%
IAS
116
IMA Advisory Services
Colorado
$7.42M 74,090 +379 +0.5%
AMG
117
Asset Management Group
Connecticut
$7.33M 73,194 +13,561 +23%
GC
118
Grimes & Company
Massachusetts
$7.29M 72,843 +393 +0.5%
EL
119
Essex LLC
Illinois
$7.29M 72,801 +72,801 New
DP
120
Denver PWM
Colorado
$7.16M 71,519 +3,254 +5%
BPA
121
Beacon Pointe Advisors
California
$6.82M 68,138 +4,514 +7%
CIAS
122
CFS Investment Advisory Services
New Jersey
$6.74M 67,362 +32,694 +94%
IWC
123
Integrated Wealth Concepts
Massachusetts
$6.69M 66,805 +4,543 +7%
CMP
124
Courage Miller Partners
Virginia
$6.65M 66,445 +679 +1%
BDF
125
Black Diamond Financial
Maryland
$6.54M 65,300 -13,355 -17%
3 4
5
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