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Schwab U.S Small- Cap ETF
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Overview Fund Activity

837 hedge funds and large institutions have $10.1B invested in Schwab U.S Small- Cap ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 371 increasing their positions, 280 reducing their positions, and 44 closing their positions.

Holders
837
Holders Change
+20
Holders Change %
+2.45%
% of All Funds
14.61%
Holding in Top 10
72
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.25%
% of All Funds
1.26%
New
71
Increased
371
Reduced
280
Closed
44
Calls
$3.75M
Puts
$1.03M
Net Calls
+$2.72M
Net Calls Change
+$1.91M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.33B
2
PFG
2
Piershale Financial Group
Illinois
$30.4M
3
Bank of America
3
Bank of America
North Carolina
$943M
4
PCA
4
Personal Capital Advisors
California
$386M
5
Charles Schwab
5
Charles Schwab
California
$297M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$30.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$336M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$366K
4
TCM
4
Tradewinds Capital Management
Washington
$6.82M
5
TI
5
Tidal Investments
Wisconsin
$69.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.33B 41,542,654 +1,904,762 +5%
Bank of America
2
Bank of America
North Carolina
$943M 9,053,704 +262,424 +3%
PCA
3
Personal Capital Advisors
California
$386M 3,702,778 +251,928 +7%
SEI Investments
4
SEI Investments
Pennsylvania
$336M 3,225,955 -305,994 -9%
Charles Schwab
5
Charles Schwab
California
$297M 2,851,647 +154,800 +6%
Financial Engines Advisors
6
Financial Engines Advisors
California
$164M 1,572,987 +124,174 +9%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$117M 1,180,120 -6,760 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$103M 986,620 -14,614 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$97.5M 933,441 +47,885 +5%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$89M 854,267 +117,089 +16%
TI
11
Tidal Investments
Wisconsin
$69.8M 669,995 -177,921 -21%
UBS Group
12
UBS Group
Switzerland
$64.5M 619,378 +16,120 +3%
AWS
13
AJ Wealth Strategies
New York
$63.5M 609,931 +46,009 +8%
HighTower Advisors
14
HighTower Advisors
Illinois
$59.2M 567,768 -26,080 -4%
Creative Planning
15
Creative Planning
Kansas
$59.2M 568,201 -12,852 -2%
Mariner
16
Mariner
Kansas
$58.5M 561,093 -4,653 -0.8%
PCIA
17
Prime Capital Investment Advisors
Kansas
$55.2M 529,678 +64,752 +14%
Ameriprise
18
Ameriprise
Minnesota
$52.1M 500,477 -27,204 -5%
UCFA
19
United Capital Financial Advisors
Texas
$50.3M 482,611 +7,849 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$46.8M 449,662 +5,742 +1%
AA
21
Advisory Alpha
Michigan
$46M 441,189 +30,498 +7%
GAM
22
Gemmer Asset Management
California
$45.2M 433,826 +18,161 +4%
LPL Financial
23
LPL Financial
California
$43.3M 415,301 -4,094 -1%
FMT
24
First Mercantile Trust
Tennessee
$41.9M 402,791 +2,139 +0.5%
MW
25
Marcum Wealth
Ohio
$40.8M 392,010 +37,216 +10%
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