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Schwab U.S Small- Cap ETF
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Overview Fund Activity

747 hedge funds and large institutions have $7.93B invested in Schwab U.S Small- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 257 increasing their positions, 257 reducing their positions, and 21 closing their positions.

Holders
747
Holders Change
+111
Holders Change %
+17.45%
% of All Funds
13.25%
Holding in Top 10
75
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+44.23%
% of All Funds
1.33%
New
144
Increased
257
Reduced
257
Closed
21
Calls
$966K
Puts
$675K
Net Calls
+$291K
Net Calls Change
+$615K

Top Buyers

1
TI
1
Tidal Investments
Wisconsin
$75.2M
2
FMP
2
Financial Management Professionals
Texas
$67.9M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$49.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49M
5
KAS
5
Kestra Advisory Services
Texas
$15.2M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$314M
2
Charles Schwab
2
Charles Schwab
California
$250M
3
FMT
3
First Mercantile Trust
Tennessee
$39.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$147M
5
KBFS
5
Kohmann Bosshard Financial Services
Ohio
$8.25M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.74B 41,974,961 +148,451 +0.4%
PCA
2
Personal Capital Advisors
California
$346M 3,885,865 +91,807 +2%
SEI Investments
3
SEI Investments
Pennsylvania
$314M 3,531,949 -383,122 -10%
Charles Schwab
4
Charles Schwab
California
$250M 2,811,330 -165,677 -6%
Bank of America
5
Bank of America
North Carolina
$243M 2,727,125 +30,247 +1%
Financial Engines Advisors
6
Financial Engines Advisors
California
$147M 1,648,824 -119,498 -7%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$116M 1,219,509 +5,673 +0.5%
TI
8
Tidal Investments
Wisconsin
$75.2M 844,918 +844,918 New
FMP
9
Financial Management Professionals
Texas
$67.9M 762,402 +432,886 +131%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$56.8M 638,135 +117,913 +23%
UBS Group
11
UBS Group
Switzerland
$53.6M 602,476 +30,907 +5%
Creative Planning
12
Creative Planning
Kansas
$50.8M 570,991 -1,546 -0.3%
HighTower Advisors
13
HighTower Advisors
Illinois
$49.6M 557,443 +319,736 +135%
Osaic Holdings
14
Osaic Holdings
Arizona
$49M 550,643 +18,691 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$49M 550,856 +200,681 +57%
AWS
16
AJ Wealth Strategies
New York
$48.6M 546,420 +33,920 +7%
Mariner
17
Mariner
Kansas
$48.4M 543,957 +11,050 +2%
Ameriprise
18
Ameriprise
Minnesota
$45.6M 513,857 +97,343 +23%
UCFA
19
United Capital Financial Advisors
Texas
$41.8M 469,792 -3,804 -0.8%
PCIA
20
Prime Capital Investment Advisors
Kansas
$40M 448,930 +68,787 +18%
FMT
21
First Mercantile Trust
Tennessee
$39.3M 442,997 -142,101 -24%
MW
22
Marcum Wealth
Ohio
$37.5M 421,539 +32,056 +8%
FWM
23
Filbrandt Wealth Management
Wisconsin
$34.8M 391,508 +14,699 +4%
LPL Financial
24
LPL Financial
California
$34.6M 389,044 -1,674 -0.4%
AA
25
Advisory Alpha
Michigan
$33.5M 376,021 +19,881 +6%
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