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Schwab U.S Small- Cap ETF
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Overview Fund Activity

584 hedge funds and large institutions have $3.6B invested in Schwab U.S Small- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 281 increasing their positions, 166 reducing their positions, and 46 closing their positions.

Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.66%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
1.26%
New
78
Increased
281
Reduced
166
Closed
46
Calls
$657K
Puts
$2.21M
Net Calls
-$1.56M
Net Calls Change
-$1.71M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.34B
2
Bank of America
2
Bank of America
North Carolina
$119M
3
PCA
3
Personal Capital Advisors
California
$175M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.7M
5
EFSCE
5
Enterprise Financial Services Corp (EFSC)
Missouri
$18.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$18.4M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$37.4M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
QI
4
QS Investors
New York
$16.1M
5
TCM
5
Tradewinds Capital Management
Washington
$6.84M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.34B 19,121,043 +1,628,935 +9%
SEI Investments
2
SEI Investments
Pennsylvania
$226M 3,232,548 -39,961 -1%
PCA
3
Personal Capital Advisors
California
$175M 2,508,665 +503,525 +25%
Bank of America
4
Bank of America
North Carolina
$119M 1,702,912 +1,243,590 +271%
Charles Schwab
5
Charles Schwab
California
$66.9M 956,561 +73,790 +8%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$60.7M 841,136 +47,154 +6%
Mariner
7
Mariner
Kansas
$39.7M 567,683 +100,795 +22%
Financial Engines Advisors
8
Financial Engines Advisors
California
$37.4M 534,506 -264,800 -33%
Ameriprise
9
Ameriprise
Minnesota
$35.8M 514,129 +66,630 +15%
TAT
10
TD Ameritrade Trust
Colorado
$35.5M 507,081 +6,226 +1%
AB
11
AT Bancorp
Iowa
$33.9M 485,429 -77,975 -14%
GAM
12
Gemmer Asset Management
California
$28.9M 413,884 +10,949 +3%
ACM
13
Alpha Capital Management
Texas
$27M 386,033 +10,330 +3%
UCFA
14
United Capital Financial Advisors
Texas
$26.3M 375,727 +25,467 +7%
KFC
15
Klingenstein Fields & Co
New York
$25.4M 363,271 +58,315 +19%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$24.8M 355,302 -60,017 -14%
AWS
17
AJ Wealth Strategies
New York
$23.9M 341,318 +17,638 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$21.4M 306,506 +436 +0.1%
WAM
19
Wealthspire Advisors (Maryland)
Maryland
$21M 299,929 +10,510 +4%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$20.7M 295,798 +295,798 New
HighTower Advisors
21
HighTower Advisors
Illinois
$20.6M 295,131 +9,045 +3%
LPL Financial
22
LPL Financial
California
$18.8M 268,139 +16,718 +7%
BWM
23
BerganKDV Wealth Management
Minnesota
$18.6M 266,271 +27,752 +12%
UBS Group
24
UBS Group
Switzerland
$18.4M 262,741 -399,952 -60%
EFSCE
25
Enterprise Financial Services Corp (EFSC)
Missouri
$18.1M 258,548 +258,173 +68,846%
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