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Schwab U.S Small- Cap ETF
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Overview Fund Activity

817 hedge funds and large institutions have $9.38B invested in Schwab U.S Small- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 306 increasing their positions, 287 reducing their positions, and 43 closing their positions.

Holders
817
Holders Change
+70
Holders Change %
+9.37%
% of All Funds
14.39%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
1.46%
New
122
Increased
306
Reduced
287
Closed
43
Calls
$1.86M
Puts
$1.06M
Net Calls
+$802K
Net Calls Change
+$511K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$876M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$99.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$88.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.2M
5
H
5
HoyleCohen
California
$21.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.95B
2
PCA
2
Personal Capital Advisors
California
$344M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$144M
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$6.35M
5
KAS
5
Kestra Advisory Services
Texas
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.95B 39,637,892 -2,337,069 -6%
Bank of America
2
Bank of America
North Carolina
$876M 8,791,280 +6,064,155 +222%
PCA
3
Personal Capital Advisors
California
$344M 3,450,850 -435,015 -11%
SEI Investments
4
SEI Investments
Pennsylvania
$314M 3,531,949 – –
Charles Schwab
5
Charles Schwab
California
$269M 2,696,847 -114,483 -4%
Financial Engines Advisors
6
Financial Engines Advisors
California
$144M 1,448,813 -200,011 -12%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$121M 1,186,880 -32,629 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$99.8M 1,001,234 +450,378 +82%
FMP
9
Financial Management Professionals
Texas
$90.4M 907,470 +145,068 +19%
Osaic Holdings
10
Osaic Holdings
Arizona
$88.4M 885,556 +334,913 +61%
TI
11
Tidal Investments
Wisconsin
$84.5M 847,916 +2,998 +0.4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$73.5M 737,178 +99,043 +16%
UBS Group
13
UBS Group
Switzerland
$60.1M 603,258 +782 +0.1%
HighTower Advisors
14
HighTower Advisors
Illinois
$59M 593,848 +36,405 +7%
Creative Planning
15
Creative Planning
Kansas
$57.9M 581,053 +10,062 +2%
Mariner
16
Mariner
Kansas
$56.4M 565,746 +21,789 +4%
AWS
17
AJ Wealth Strategies
New York
$56.2M 563,922 +17,502 +3%
Ameriprise
18
Ameriprise
Minnesota
$52.6M 527,681 +13,824 +3%
UCFA
19
United Capital Financial Advisors
Texas
$47.3M 474,762 +4,970 +1%
PCIA
20
Prime Capital Investment Advisors
Kansas
$46.3M 464,926 +15,996 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$44.2M 443,920 +207,276 +88%
LPL Financial
22
LPL Financial
California
$41.8M 419,395 +30,351 +8%
GAM
23
Gemmer Asset Management
California
$41.4M 415,665 +65,129 +19%
AA
24
Advisory Alpha
Michigan
$40.9M 410,691 +34,670 +9%
FMT
25
First Mercantile Trust
Tennessee
$39.9M 400,652 -42,345 -10%
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