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Schwab U.S Small- Cap ETF
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Overview Fund Activity

632 hedge funds and large institutions have $5.51B invested in Schwab U.S Small- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 217 increasing their positions, 276 reducing their positions, and 61 closing their positions.

Holders
632
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
12.99%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
1.11%
New
59
Increased
217
Reduced
276
Closed
61
Calls
$710K
Puts
–
Net Calls
+$710K
Net Calls Change
+$703K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.66B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$119M
3
PCA
3
Personal Capital Advisors
California
$241M
4
AWS
4
AJ Wealth Strategies
New York
$30.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$83.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$27.8M
2
SS
2
Sunbelt Securities
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$37.2M
4
ACM
4
Alpha Capital Management
Texas
$0
5
MW
5
Marcum Wealth
Ohio
$31M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.66B 40,688,542 +16,435,233 +68%
SEI Investments
2
SEI Investments
Pennsylvania
$273M 4,178,378 +204,765 +5%
PCA
3
Personal Capital Advisors
California
$241M 3,693,133 +387,871 +12%
Bank of America
4
Bank of America
North Carolina
$198M 3,033,107 -131,654 -4%
Charles Schwab
5
Charles Schwab
California
$191M 2,923,754 -129,232 -4%
Financial Engines Advisors
6
Financial Engines Advisors
California
$119M 1,821,511 +1,478,513 +431%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$83.5M 1,227,321 +207,458 +20%
FMT
8
First Mercantile Trust
Tennessee
$39.9M 610,193 -68,365 -10%
UBS Group
9
UBS Group
Switzerland
$37.2M 569,635 -362,623 -39%
Mariner
10
Mariner
Kansas
$34.7M 531,512 -35,378 -6%
MW
11
Marcum Wealth
Ohio
$31M 474,002 -283,784 -37%
Creative Planning
12
Creative Planning
Kansas
$30.3M 463,282 +103,435 +29%
AWS
13
AJ Wealth Strategies
New York
$30.1M 460,712 +386,963 +525%
Ameriprise
14
Ameriprise
Minnesota
$29M 442,006 -57,133 -11%
KFC
15
Klingenstein Fields & Co
New York
$29M 443,987 -2,170 -0.5%
UCFA
16
United Capital Financial Advisors
Texas
$28.5M 435,918 +15,290 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$27.8M 423,075 -3,426,524 -89%
AA
18
Advisory Alpha
Michigan
$26.5M 372,510 -7,184 -2%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$25.5M 390,505 -41,795 -10%
PCIA
20
Prime Capital Investment Advisors
Kansas
$25.1M 384,179 +12,359 +3%
FWM
21
Filbrandt Wealth Management
Wisconsin
$24.4M 374,051 +34,263 +10%
LWMT
22
Legacy Wealth Management (Tennessee)
Tennessee
$22.9M 351,202 -222,009 -39%
GAM
23
Gemmer Asset Management
California
$22.5M 344,139 -5,001 -1%
LPL Financial
24
LPL Financial
California
$19.9M 304,053 +7,989 +3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$19.8M 302,551 +58,972 +24%
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