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Schwab U.S Small- Cap ETF
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Overview Fund Activity

332 hedge funds and large institutions have $1.92B invested in Schwab U.S Small- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 169 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
8.29%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
46
Increased
169
Reduced
84
Closed
19
Calls
$895K
Puts
$250K
Net Calls
+$645K
Net Calls Change
+$41K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$792M
2
PCA
Personal Capital Advisors
California
$65.6M
3
ACM
Alpha Capital Management
Texas
$25.2M
4
SEI Investments
SEI Investments
Pennsylvania
$118M
5
Financial Engines Advisors
Financial Engines Advisors
California
$16.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.67M
2
UBS Group
UBS Group
Switzerland
$9.59M
3
RBA
Richard Bernstein Advisors
New York
$0
4
TAT
TD Ameritrade Trust
Colorado
$8.88M
5
Jane Street
Jane Street
New York
$9.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
226
Homrich & Berg
Georgia
$334K -$45.3K -2,840 -12%
MGIA
227
Moneta Group Investment Advisors
Missouri
$332K +$332K +20,800 New
TIA
228
Tiemann Investment Advisors
California
$329K -$24K -1,500 -7%
PCM
229
Parsons Capital Management
Rhode Island
$327K -$142K -8,880 -30%
GC
230
Garde Capital
Washington
$325K +$14.2K +888 +5%
WF
231
WealthTrust Fairport
Ohio
$319K +$638 +40 +0.2%
S
232
SignatureFD
Georgia
$309K -$15.4K -968 -5%
FAAS
233
First Allied Advisory Services
California
$306K -$367K -22,836 -55%
PIM
234
Penobscot Investment Management
Massachusetts
$305K +$52.3K +3,280 +21%
4IG
235
440 Investment Group
Kansas
$300K – – –
AIA
236
Armor Investment Advisors
North Carolina
$295K +$3.2K +200 +1%
JWM
237
Janiczek Wealth Management
Colorado
$294K +$294K +18,376 New
LCC
238
Lincoln Capital Corp
Rhode Island
$286K +$10.1K +632 +4%
EAM
239
Evanson Asset Management
California
$285K +$959 +60 +0.3%
OFG
240
Oxford Financial Group
Indiana
$285K +$1.53K +96 +0.5%
MML Investors Services
241
MML Investors Services
Massachusetts
$282K +$282K +17,628 New
PFA
242
Pure Financial Advisors
California
$271K +$44.6K +2,788 +20%
PV
243
Private Vista
Illinois
$266K – – –
CIC
244
Carnegie Investment Counsel
Ohio
$266K +$1.6K +100 +0.6%
BRWA
245
B. Riley Wealth Advisors
Florida
$266K +$9.68K +604 +4%
ZIC
246
ZWJ Investment Counsel
Georgia
$256K +$256K +16,000 New
CCA
247
Clearwater Capital Advisors
Illinois
$254K +$254K +15,924 New
CWM
248
Concert Wealth Management
California
$249K -$21.1K -1,324 -8%
HFS
249
HL Financial Services
Kentucky
$243K -$30.4K -1,900 -11%
HCM
250
Hengehold Capital Management
Ohio
$242K +$576 +36 +0.2%
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