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Schwab U.S Small- Cap ETF
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Overview Fund Activity

945 hedge funds and large institutions have $10.5B invested in Schwab U.S Small- Cap ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 416 increasing their positions, 237 reducing their positions, and 44 closing their positions.

Holders
945
Holders Change
+109
Holders Change %
+13.04%
% of All Funds
14.59%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.24%
New
170
Increased
416
Reduced
237
Closed
44
Calls
$3.82M
Puts
$1.49M
Net Calls
+$2.33M
Net Calls Change
+$1.31M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.57B
2
SC
2
Savant Capital
Illinois
$61.5M
3
AT
3
American Trust
Kentucky
$36.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$45.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$112M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$778M
2
TI
2
Tidal Investments
Wisconsin
$0
3
CST
3
Charles Schwab Trust
Nevada
$955K
4
PFG
4
Piershale Financial Group
Illinois
$0
5
KAS
5
Kestra Advisory Services
Texas
$962K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.57B 44,633,989 +1,694,994 +4%
Bank of America
2
Bank of America
North Carolina
$778M 7,596,487 -1,794,050 -19%
PCA
3
Personal Capital Advisors
California
$423M 4,125,929 +170,675 +4%
SEI Investments
4
SEI Investments
Pennsylvania
$357M 3,484,150 +77,320 +2%
Charles Schwab
5
Charles Schwab
California
$330M 3,223,440 +181,651 +6%
Financial Engines Advisors
6
Financial Engines Advisors
California
$167M 1,634,932 +157,061 +11%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$115M 1,250,240 +54,706 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$112M 1,095,232 +233,541 +27%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$92M 898,620 +199,145 +28%
Osaic Holdings
10
Osaic Holdings
Arizona
$91M 887,285 +56,361 +7%
AWS
11
AJ Wealth Strategies
New York
$74.4M 726,451 +53,163 +8%
HighTower Advisors
12
HighTower Advisors
Illinois
$70.3M 685,532 +74,300 +12%
Mariner
13
Mariner
Kansas
$64.3M 627,693 +4,016 +0.6%
AA
14
Advisory Alpha
Michigan
$62.8M 613,556 +72,359 +13%
SC
15
Savant Capital
Illinois
$61.5M 600,099 +370,743 +162%
Creative Planning
16
Creative Planning
Kansas
$61M 595,972 -31,921 -5%
UBS Group
17
UBS Group
Switzerland
$61M 595,512 -34,191 -5%
PCIA
18
Prime Capital Investment Advisors
Kansas
$58.7M 572,954 +37,228 +7%
UCFA
19
United Capital Financial Advisors
Texas
$51.2M 499,612 +6,140 +1%
GAM
20
Gemmer Asset Management
California
$50.5M 493,217 +32,927 +7%
LPL Financial
21
LPL Financial
California
$48M 468,673 +27,354 +6%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$45.5M 443,982 +355,989 +405%
MW
23
Marcum Wealth
Ohio
$45.3M 442,109 +36,056 +9%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$42.7M 417,139 +32,928 +9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$39.5M 385,465 -98,911 -20%
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