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

Top Sellers

1
MM
Meridian Management
Arkansas
$6.09M
2
ACM
Avalon Capital Management
California
$2.83M
3
UBS Group
UBS Group
Switzerland
$62.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
276
Cypress Capital Management (Wyoming)
Wyoming
$12.1K +$12.1K +780 New
TSW
277
Thompson Siegel & Walmsley
Virginia
$12K – – –
WA
278
Winfield Associates
Ohio
$12K – – –
IWA
279
IBEX Wealth Advisors
New Jersey
$11K +$11K +740 New
TCM
280
TD Capital Management
Tennessee
$10K – – –
VIA
281
Vantage Investment Advisors
Pennsylvania
$8K +$60 +4 +0.8%
SSB
282
Sandy Spring Bank
Maryland
$6K – – –
Citigroup
283
Citigroup
New York
$5K +$5K +300 New
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +160 New
SIM
285
Sonora Investment Management
Arizona
$1.54K – – –
SFPIA
286
Stevens First Principles Investment Advisors
California
$1K – – –
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
– -$2.56M -178,036 Closed
TFF
288
The Family Firm
Maryland
– -$1.26M -87,424 Closed
PP
289
Pension Partners
New York
– -$976K -67,840 Closed
BCP
290
Berkeley Capital Partners
Georgia
– -$976K -67,840 Closed
Goldman Sachs
291
Goldman Sachs
New York
– -$695K -48,328 Closed
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
– -$572K -39,820 Closed
AI
293
Atria Investments
North Carolina
– -$372K -25,844 Closed
TCM
294
Tuttle Capital Management
Connecticut
– -$333K -23,136 Closed
AIA
295
Allegis Investment Advisors
Idaho
– -$276K -19,172 Closed
AA
296
Advisory Alpha
Michigan
– -$259K -18,036 Closed
PV
297
Private Vista
Illinois
– -$221K -15,920 Closed
BHTS
298
Bar Harbor Trust Services
Maine
– -$204K -14,152 Closed
JFA
299
JNBA Financial Advisors
Minnesota
– -$186K -12,916 Closed
S
300
SignatureFD
Georgia
– -$186K -12,916 Closed
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