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Schwab U.S Small- Cap ETF
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Overview Fund Activity

596 hedge funds and large institutions have $3.83B invested in Schwab U.S Small- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 29 closing their positions.

Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
12.96%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
1.24%
New
49
Increased
298
Reduced
178
Closed
29
Calls
$472K
Puts
$2.24M
Net Calls
-$1.77M
Net Calls Change
-$209K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.47B
2
FMT
2
First Mercantile Trust
Tennessee
$41.5M
3
SEI Investments
3
SEI Investments
Pennsylvania
$249M
4
PCA
4
Personal Capital Advisors
California
$194M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$70.9M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$3.1M
2
Bank of America
2
Bank of America
North Carolina
$106M
3
AG
3
Appleton Group
Wisconsin
$418K
4
Jane Street
4
Jane Street
New York
$2.24M
5
PCM
5
Peak Capital Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.47B 20,518,131 +1,397,088 +7%
SEI Investments
2
SEI Investments
Pennsylvania
$249M 3,467,164 +234,616 +7%
PCA
3
Personal Capital Advisors
California
$194M 2,708,703 +200,038 +8%
Bank of America
4
Bank of America
North Carolina
$106M 1,480,850 -222,062 -13%
Charles Schwab
5
Charles Schwab
California
$76.4M 1,068,294 +111,733 +12%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$70.9M 977,591 +136,455 +16%
FMT
7
First Mercantile Trust
Tennessee
$41.5M 580,479 +580,479 New
Mariner
8
Mariner
Kansas
$39.4M 551,362 -16,321 -3%
Ameriprise
9
Ameriprise
Minnesota
$36.3M 509,026 -5,103 -1%
Financial Engines Advisors
10
Financial Engines Advisors
California
$35.7M 499,963 -34,543 -6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$29.6M 413,879 +118,081 +40%
KFC
12
Klingenstein Fields & Co
New York
$29.4M 411,974 +48,703 +13%
GAM
13
Gemmer Asset Management
California
$28.8M 402,990 -10,894 -3%
UCFA
14
United Capital Financial Advisors
Texas
$27.6M 385,802 +10,075 +3%
ACM
15
Alpha Capital Management
Texas
$27.5M 385,111 -922 -0.2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$27.4M 384,870 +29,568 +8%
AWS
17
AJ Wealth Strategies
New York
$26.9M 375,755 +34,437 +10%
UBS Group
18
UBS Group
Switzerland
$24.2M 337,921 +75,180 +29%
WAM
19
Wealthspire Advisors (Maryland)
Maryland
$22.1M 309,517 +9,588 +3%
LPL Financial
20
LPL Financial
California
$20.8M 291,054 +22,915 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$20.7M 289,999 -16,507 -5%
CCM
22
CWH Capital Management
Washington
$20.1M 280,547 +29,950 +12%
BWM
23
BerganKDV Wealth Management
Minnesota
$19.3M 269,529 +3,258 +1%
HighTower Advisors
24
HighTower Advisors
Illinois
$19M 265,336 -29,795 -10%
RWM
25
RKL Wealth Management
Pennsylvania
$18.2M 255,009 +20,942 +9%
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