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Schwab U.S Small- Cap ETF
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Overview Fund Activity

483 hedge funds and large institutions have $3.32B invested in Schwab U.S Small- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 247 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+41
Holders Change %
+9.28%
% of All Funds
11.07%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
1.33%
New
62
Increased
247
Reduced
110
Closed
17
Calls
$853K
Puts
$500K
Net Calls
+$353K
Net Calls Change
-$145K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.36B
2
FMP
Financial Management Professionals
Texas
$36.2M
3
Ameriprise
Ameriprise
Minnesota
$49.8M
4
PCA
Personal Capital Advisors
California
$146M
5
FSA
Financial Services Advisory
Maryland
$11M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$227M
2
BWL
Bogart Wealth LLC
Virginia
$51K
3
TP
Truvvo Partners
New York
$0
4
QI
QS Investors
New York
$34.7M
5
DWM
Destination Wealth Management
California
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
226
Renaissance Technologies
New York
$993K -$191K -10,400 -16%
EA
227
Edge Advisors
Georgia
$988K – – –
AI
228
Atria Investments
North Carolina
$978K -$1.81M -98,588 -65%
B
229
Brightworth
Georgia
$961K -$45.3K -2,464 -5%
APA
230
American Portfolios Advisors
New York
$961K +$625K +34,004 +186%
CAN
231
Cetera Advisor Networks
California
$958K -$50.3K -2,724 -5%
3C
232
361 Capital
Colorado
$950K +$950K +51,628 New
SG Americas Securities
233
SG Americas Securities
New York
$947K +$947K +51,492 New
MGIA
234
Moneta Group Investment Advisors
Missouri
$916K +$151K +8,196 +20%
AFP
235
Ausdal Financial Partners
Iowa
$913K +$218K +11,872 +31%
PS
236
Portfolio Solutions
Michigan
$907K -$1.44M -78,484 -61%
BCI
237
Brinker Capital Investments
Pennsylvania
$904K -$119K -6,488 -12%
SMG
238
Spectrum Management Group
Indiana
$898K – – –
APSI
239
Asset Planning Services Inc
Louisiana
$878K +$57.4K +3,120 +7%
RJA
240
Raymond James & Associates
Florida
$868K +$115K +6,244 +15%
WA
241
WBH Advisory
Maryland
$867K +$57.4K +3,120 +7%
SFS
242
Strategic Financial Services
New York
$858K +$858K +46,624 New
SFG
243
SNS Financial Group
Minnesota
$852K +$852K +46,300 New
ASN
244
Advisory Services Network
Georgia
$825K +$243K +12,792 +42%
AIM
245
Aspen Investment Management
Michigan
$819K +$60.6K +3,296 +8%
AG
246
Advisor Group
Arizona
$814K +$71.1K +3,868 +10%
Millennium Management
247
Millennium Management
New York
$795K +$73.5K +3,996 +10%
DWM
248
Destination Wealth Management
California
$793K -$3.35M -182,312 -81%
LCM
249
Liberty Capital Management
Michigan
$785K +$108K +5,876 +16%
UAS
250
United Asset Strategies
New York
$781K +$781K +42,460 New
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