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Schwab U.S Small- Cap ETF
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Overview Fund Activity

636 hedge funds and large institutions have $3.61B invested in Schwab U.S Small- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 267 increasing their positions, 260 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-70
Holders Change %
-9.92%
% of All Funds
14.05%
Holding in Top 10
51
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-23.88%
% of All Funds
1.13%
New
54
Increased
267
Reduced
260
Closed
116
Calls
$304K
Puts
$297K
Net Calls
+$7K
Net Calls Change
+$1.12M

Top Buyers

1
SS
Sunbelt Securities
Texas
+$165M
2
Charles Schwab
Charles Schwab
California
+$88.7M
3
Bank of America
Bank of America
North Carolina
+$82.5M
4
CSIA
Charles Schwab Investment Advisory
California
+$73.2M
5
MW
Marcum Wealth
Ohio
+$32.5M

Top Sellers

1
EA
Evergreen Advisors
Tennessee
-$20.1M
2
AWS
AJ Wealth Strategies
New York
-$17.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.88M
4
TC
Tatro Capital
Kentucky
-$8.6M
5
SHA
Seneca House Advisors
Virginia
-$8.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.25B +$73.2M +5,682,584 +6%
SEI Investments
2
SEI Investments
Pennsylvania
$205M +$14.8M +1,150,896 +8%
PCA
3
Personal Capital Advisors
California
$177M +$12.2M +913,052 +7%
SS
4
Sunbelt Securities
Texas
$168M +$165M +9,758,680 +6,354%
Bank of America
5
Bank of America
North Carolina
$163M +$82.5M +6,407,556 +102%
Charles Schwab
6
Charles Schwab
California
$157M +$88.7M +6,885,016 +129%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$59.6M -$2.43M -166,244 -4%
UBS Group
8
UBS Group
Switzerland
$48M +$23.1M +1,794,080 +93%
MW
9
Marcum Wealth
Ohio
$39M +$32.5M +2,521,404 +495%
FMT
10
First Mercantile Trust
Tennessee
$35M +$3.91M +303,712 +13%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$29.5M +$28.1M +2,178,408 +1,904%
Mariner
12
Mariner
Kansas
$29.2M -$1.61M -124,720 -5%
Ameriprise
13
Ameriprise
Minnesota
$25.7M -$3.76M -292,088 -13%
KFC
14
Klingenstein Fields & Co
New York
$23M +$927K +71,968 +4%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$22.3M +$445K +34,588 +2%
UCFA
16
United Capital Financial Advisors
Texas
$21.7M +$1.07M +82,868 +5%
AA
17
Advisory Alpha
Michigan
$20.6M +$14.6M +1,072,404 +240%
ACM
18
Alpha Capital Management
Texas
$19.3M +$110K +8,548 +0.6%
PCIA
19
Prime Capital Investment Advisors
Kansas
$19.2M +$2.03M +157,472 +12%
Creative Planning
20
Creative Planning
Kansas
$18.5M +$8.51M +660,384 +85%
GAM
21
Gemmer Asset Management
California
$18M -$1.65M -128,408 -8%
Financial Engines Advisors
22
Financial Engines Advisors
California
$17.7M -$7.37M -572,156 -29%
FWM
23
Filbrandt Wealth Management
Wisconsin
$17.5M +$2.02M +156,692 +13%
Osaic Holdings
24
Osaic Holdings
Arizona
$17.2M +$17.2M +15,398,396 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$16.6M +$4.06M +315,532 +32%
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