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Schwab U.S Small- Cap ETF
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Overview Fund Activity

598 hedge funds and large institutions have $3.94B invested in Schwab U.S Small- Cap ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 295 increasing their positions, 197 reducing their positions, and 35 closing their positions.

Holders
598
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
13.13%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
1.14%
New
40
Increased
295
Reduced
197
Closed
35
Calls
$1.09M
Puts
$1.8M
Net Calls
-$713K
Net Calls Change
+$1.05M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.5B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.3M
3
TCM
3
Tradewinds Capital Management
Washington
$21.3M
4
PCA
4
Personal Capital Advisors
California
$200M
5
SEI Investments
5
SEI Investments
Pennsylvania
$251M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.95M
2
CM
2
Columbus Macro
Pennsylvania
$2.61M
3
FAAS
3
First Allied Advisory Services
California
$3.64M
4
VV
4
Valentine Ventures
Oregon
$0
5
CCM
5
CWH Capital Management
Washington
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.5B 21,532,094 +1,013,963 +5%
SEI Investments
2
SEI Investments
Pennsylvania
$251M 3,603,481 +136,317 +4%
PCA
3
Personal Capital Advisors
California
$200M 2,870,348 +161,645 +6%
Bank of America
4
Bank of America
North Carolina
$106M 1,521,104 +40,254 +3%
Charles Schwab
5
Charles Schwab
California
$82.5M 1,183,280 +114,986 +11%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$70.4M 1,019,060 +41,469 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$42.3M 607,288 +372,749 +159%
Mariner
8
Mariner
Kansas
$39.7M 569,666 +18,304 +3%
FMT
9
First Mercantile Trust
Tennessee
$38.7M 554,675 -25,804 -4%
Ameriprise
10
Ameriprise
Minnesota
$37.5M 537,530 +28,504 +6%
Financial Engines Advisors
11
Financial Engines Advisors
California
$35.1M 503,631 +3,668 +0.7%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$32.3M 462,024 +77,154 +20%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$29.3M 420,500 +6,621 +2%
KFC
14
Klingenstein Fields & Co
New York
$29.1M 417,427 +5,453 +1%
UBS Group
15
UBS Group
Switzerland
$28.8M 412,322 +74,401 +22%
AWS
16
AJ Wealth Strategies
New York
$27.8M 398,041 +22,286 +6%
UCFA
17
United Capital Financial Advisors
Texas
$27.4M 393,272 +7,470 +2%
ACM
18
Alpha Capital Management
Texas
$27.4M 392,411 +7,300 +2%
GAM
19
Gemmer Asset Management
California
$25.7M 367,925 -35,065 -9%
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$22.6M 323,959 +14,442 +5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$22.4M 320,699 +30,700 +11%
LPL Financial
22
LPL Financial
California
$21.7M 311,130 +20,076 +7%
TCM
23
Tradewinds Capital Management
Washington
$21.3M 305,390 +201,625 +194%
HighTower Advisors
24
HighTower Advisors
Illinois
$19.1M 274,520 +9,184 +3%
EA
25
Evergreen Advisors
Tennessee
$18.1M 260,187 +6,946 +3%
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