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Schwab U.S Small- Cap ETF
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Overview Fund Activity

636 hedge funds and large institutions have $5.81B invested in Schwab U.S Small- Cap ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 215 increasing their positions, 286 reducing their positions, and 32 closing their positions.

Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
12.87%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
1.05%
New
47
Increased
215
Reduced
286
Closed
32
Calls
$621K
Puts
$945K
Net Calls
-$324K
Net Calls Change
-$1.03M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.86B
2
FMP
2
Financial Management Professionals
Texas
$22.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$35.5M
4
Creative Planning
4
Creative Planning
Kansas
$39.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$36.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$184M
2
SEI Investments
2
SEI Investments
Pennsylvania
$268M
3
AG
3
Appleton Group
Wisconsin
$573K
4
FNC
4
First National Corp
Massachusetts
$0
5
KFC
5
Klingenstein Fields & Co
New York
$23.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.86B 41,826,510 +1,137,968 +3%
SEI Investments
2
SEI Investments
Pennsylvania
$268M 3,915,071 -263,307 -6%
PCA
3
Personal Capital Advisors
California
$259M 3,794,058 +100,925 +3%
Charles Schwab
4
Charles Schwab
California
$203M 2,977,007 +53,253 +2%
Bank of America
5
Bank of America
North Carolina
$184M 2,696,878 -336,229 -11%
Financial Engines Advisors
6
Financial Engines Advisors
California
$121M 1,768,322 -53,189 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$90.6M 1,213,836 -13,485 -1%
FMT
8
First Mercantile Trust
Tennessee
$45.3M 585,098 -25,095 -4%
Creative Planning
9
Creative Planning
Kansas
$39.1M 572,537 +109,255 +24%
UBS Group
10
UBS Group
Switzerland
$39.1M 571,569 +1,934 +0.3%
Mariner
11
Mariner
Kansas
$36.4M 532,907 +1,395 +0.3%
Osaic Holdings
12
Osaic Holdings
Arizona
$36.3M 531,952 +108,877 +26%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$35.5M 520,222 +129,717 +33%
AWS
14
AJ Wealth Strategies
New York
$35M 512,500 +51,788 +11%
UCFA
15
United Capital Financial Advisors
Texas
$32.4M 473,596 +37,678 +9%
Ameriprise
16
Ameriprise
Minnesota
$28.5M 416,514 -25,492 -6%
LPL Financial
17
LPL Financial
California
$26.7M 390,718 +86,665 +29%
MW
18
Marcum Wealth
Ohio
$26.6M 389,483 -84,519 -18%
PCIA
19
Prime Capital Investment Advisors
Kansas
$26M 380,143 -4,036 -1%
AA
20
Advisory Alpha
Michigan
$25.9M 356,140 -16,370 -4%
FWM
21
Filbrandt Wealth Management
Wisconsin
$25.7M 376,809 +2,758 +0.7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$23.9M 350,175 +66,446 +23%
LWMT
23
Legacy Wealth Management (Tennessee)
Tennessee
$23.4M 342,840 -8,362 -2%
GAM
24
Gemmer Asset Management
California
$23.4M 342,012 -2,127 -0.6%
KFC
25
Klingenstein Fields & Co
New York
$23.1M 338,707 -105,280 -24%
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