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Schwab U.S Small- Cap ETF
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Overview Fund Activity

836 hedge funds and large institutions have $10B invested in Schwab U.S Small- Cap ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 373 increasing their positions, 268 reducing their positions, and 48 closing their positions.

Holders
836
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
14.68%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.3%
New
59
Increased
373
Reduced
268
Closed
48
Calls
$3.37M
Puts
$2.34M
Net Calls
+$1.03M
Net Calls Change
-$1.69M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.3B
2
Bank of America
2
Bank of America
North Carolina
$940M
3
PCA
3
Personal Capital Advisors
California
$396M
4
Charles Schwab
4
Charles Schwab
California
$304M
5
SEI Investments
5
SEI Investments
Pennsylvania
$342M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$11K
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$70M
3
TI
3
Tidal Investments
Wisconsin
$52.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$86.3M
5
PFG
5
Piershale Financial Group
Illinois
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.3B 42,938,995 +1,396,341 +3%
Bank of America
2
Bank of America
North Carolina
$940M 9,390,537 +336,833 +4%
PCA
3
Personal Capital Advisors
California
$396M 3,955,254 +252,476 +7%
SEI Investments
4
SEI Investments
Pennsylvania
$342M 3,406,830 +180,875 +6%
Charles Schwab
5
Charles Schwab
California
$304M 3,041,789 +190,142 +7%
Financial Engines Advisors
6
Financial Engines Advisors
California
$148M 1,477,871 -95,116 -6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$125M 1,195,534 +15,414 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$86.3M 861,691 -124,929 -13%
Osaic Holdings
9
Osaic Holdings
Arizona
$83.4M 830,924 -102,517 -11%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$70M 699,475 -154,792 -18%
AWS
11
AJ Wealth Strategies
New York
$67.4M 673,288 +63,357 +10%
UBS Group
12
UBS Group
Switzerland
$63M 629,703 +10,325 +2%
Creative Planning
13
Creative Planning
Kansas
$62.9M 627,893 +59,692 +11%
Mariner
14
Mariner
Kansas
$62.4M 623,677 +62,584 +11%
HighTower Advisors
15
HighTower Advisors
Illinois
$61.5M 611,232 +43,464 +8%
AA
16
Advisory Alpha
Michigan
$54.2M 541,197 +100,008 +23%
PCIA
17
Prime Capital Investment Advisors
Kansas
$53.6M 535,726 +6,048 +1%
TI
18
Tidal Investments
Wisconsin
$52.2M 521,022 -148,973 -22%
UCFA
19
United Capital Financial Advisors
Texas
$49.4M 493,472 +10,861 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$48.5M 484,376 +34,714 +8%
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$46.9M 46,831 -619 -1%
GAM
22
Gemmer Asset Management
California
$46.1M 460,290 +26,464 +6%
LPL Financial
23
LPL Financial
California
$44.2M 441,319 +26,018 +6%
Ameriprise
24
Ameriprise
Minnesota
$41.4M 413,232 -87,245 -17%
MW
25
Marcum Wealth
Ohio
$40.6M 406,053 +14,043 +4%
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