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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 %
CDIA
251
Capital Directions Investment Advisors
Georgia
$94K – – –
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$79K -$95.8K -6,240 -55%
CPIG
253
Chicago Partners Investment Group
Illinois
$78K +$308 +20 +0.4%
WEC
254
Winslow Evans & Crocker
Massachusetts
$74.4K +$7.99K +520 +12%
TWA
255
TCI Wealth Advisors
Arizona
$66K +$62 +4 +0.1%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$60K -$31.1K -2,016 -34%
MWM
257
MinichMacGregor Wealth Management
New York
$53K – – –
ST
258
Smithfield Trust
Pennsylvania
$50K – – –
PAI
259
Pittenger & Anderson Inc
Nebraska
$45K +$4.93K +320 +12%
BCM
260
Blume Capital Management
California
$39K +$39K +2,524 New
Manulife (Manufacturers Life Insurance)
261
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K +$32K +2,072 New
NFG
262
Next Financial Group
Texas
$31K +$124 +8 +0.4%
FTUS
263
Flow Traders U.S.
New York
$31K +$31K +2,000 New
AP
264
Atwood & Palmer
Missouri
$28K – – –
AF
265
Allworth Financial
California
$26K +$1.28K +84 +5%
RCG
266
Ruggie Capital Group
Florida
$23K -$979 -64 -4%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$22K – – –
PG
268
Patten Group
Tennessee
$22K +$430 +28 +2%
HCM
269
Horrell Capital Management
Arkansas
$20K +$12.8K +836 +177%
KTC
270
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
WTC
271
WhitTier Trust Company
Nevada
$18K – – –
RFA
272
Reilly Financial Advisors
California
$15K +$15K +960 New
PMFA
273
Plante Moran Financial Advisors
Michigan
$14K – – –
DSN
274
D. Scott Neal
Kentucky
$14K +$14K +924 New
EWM
275
Evercore Wealth Management
New York
$13K – – –
9 10
11
12 13