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Schwab U.S Small- Cap ETF
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Overview Fund Activity

290 hedge funds and large institutions have $1.54B invested in Schwab U.S Small- Cap ETF in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+33
Holders Change %
+12.84%
% of All Funds
7.26%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
1%
New
53
Increased
142
Reduced
69
Closed
18
Calls
$441K
Puts
$940K
Net Calls
-$499K
Net Calls Change
-$2.58M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$537M
2
Bank of America
2
Bank of America
North Carolina
$103M
3
GA
3
Geneva Advisors
Illinois
$15.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$17.1M
5
PFG
5
Piershale Financial Group
Illinois
$18.6M

Top Sellers

1
MM
1
Meridian Management
Arkansas
$6.09M
2
ACM
2
Avalon Capital Management
California
$2.83M
3
UBS Group
3
UBS Group
Switzerland
$62.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
226
Penobscot Investment Management
Massachusetts
$248K +$248K +16,156 New
HCM
227
Hengehold Capital Management
Ohio
$240K +$240K +15,632 New
BFA
228
Beaumont Financial Advisors
Massachusetts
$231K +$5.97K +388 +3%
UAS
229
United Asset Strategies
New York
$227K +$227K +14,796 New
CAM
230
Cubic Asset Management
Massachusetts
$224K – – –
PFA
231
Pure Financial Advisors
California
$224K +$224K +14,540 New
PFC
232
Phocas Financial Corp
California
$216K +$216K +14,060 New
GT
233
Glenmede Trust
Pennsylvania
$215K +$215K +14,000 New
CWM
234
Concert Wealth Management
California
$209K +$70.1K +4,568 +51%
PWM
235
Perigon Wealth Management
California
$208K -$42K -2,644 -17%
RWA
236
RGT Wealth Advisors
Texas
$205K -$55.4K -3,596 -21%
PSUF
237
People's United Financial
Connecticut
$204K +$91.1K +5,928 +81%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$189K – – –
PCP
239
Proficio Capital Partners
Massachusetts
$184K – – –
TIM
240
Tortoise Investment Management
New York
$183K -$6.57K -428 -3%
AIM
241
Anchor Investment Management
South Carolina
$172K – – –
WCM
242
Wealthcare Capital Management
Virginia
$172K +$62 +4 +0%
JWM
243
Jacobus Wealth Management
Wisconsin
$157K +$157K +10,220 New
AssetMark Inc
244
AssetMark Inc
California
$152K -$15.5K -1,008 -9%
ACM
245
Armbruster Capital Management
New York
$146K -$9.8K -636 -6%
EA
246
Edge Advisors
Georgia
$144K +$144K +9,376 New
APSP
247
Asset Planning Services (Pennsylvania)
Pennsylvania
$141K -$19.7K -1,284 -12%
LWM
248
LBA Wealth Management
Florida
$117K – – –
GBBWRPM
249
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$112K -$22.5K -1,452 -17%
WOC
250
West Oak Capital
California
$107K -$9.65K -628 -8%
8 9
10
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