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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 %
CSIA
1
Charles Schwab Investment Advisory
California
$1.73B 22,832,663 +1,300,569 +6%
SEI Investments
2
SEI Investments
Pennsylvania
$279M 3,685,889 +82,408 +2%
PCA
3
Personal Capital Advisors
California
$233M 3,076,999 +206,651 +7%
Bank of America
4
Bank of America
North Carolina
$118M 1,562,872 +41,768 +3%
Charles Schwab
5
Charles Schwab
California
$101M 1,331,732 +148,452 +13%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$80.3M 1,061,424 +42,364 +4%
FMT
7
First Mercantile Trust
Tennessee
$45.6M 602,630 +47,955 +9%
Mariner
8
Mariner
Kansas
$45.2M 598,070 +28,404 +5%
Ameriprise
9
Ameriprise
Minnesota
$43.3M 572,161 +34,631 +6%
Financial Engines Advisors
10
Financial Engines Advisors
California
$36.8M 486,037 -17,594 -3%
UBS Group
11
UBS Group
Switzerland
$36.6M 483,738 +71,416 +17%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$34.1M 451,374 -10,650 -2%
KFC
13
Klingenstein Fields & Co
New York
$32.4M 428,165 +10,738 +3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$32M 423,653 +3,153 +0.7%
AWS
15
AJ Wealth Strategies
New York
$30.7M 406,440 +8,399 +2%
UCFA
16
United Capital Financial Advisors
Texas
$30.2M 399,911 +6,639 +2%
GAM
17
Gemmer Asset Management
California
$28.8M 381,242 +13,317 +4%
ACM
18
Alpha Capital Management
Texas
$28.2M 372,968 -19,443 -5%
LPL Financial
19
LPL Financial
California
$25.2M 332,728 +21,598 +7%
PCIA
20
Prime Capital Investment Advisors
Kansas
$25.1M 332,452 +233,737 +237%
FWM
21
Filbrandt Wealth Management
Wisconsin
$22.7M 300,615 +300,615 New
HighTower Advisors
22
HighTower Advisors
Illinois
$20.8M 275,184 +664 +0.2%
EA
23
Evergreen Advisors
Tennessee
$20.1M 266,372 +6,185 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$19.5M 257,818 -349,470 -58%
RWM
25
RKL Wealth Management
Pennsylvania
$19.1M 252,400 +4,134 +2%
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