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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 %
BBHC
301
Brown Brothers Harriman & Co
New York
$33K +$33K +2,060 New
RCG
302
Ruggie Capital Group
Florida
$32K -$3.1K -196 -9%
BCM
303
Blume Capital Management
California
$32K +$127 +8 +0.4%
CT
304
Clearstead Trust
Maine
$32K +$32K +2,000 New
KTC
305
Kistler-Tiffany Companies
Pennsylvania
$20K – – –
WTC
306
WhitTier Trust Company
Nevada
$19K – – –
PMFA
307
Plante Moran Financial Advisors
Michigan
$14K – – –
Citigroup
308
Citigroup
New York
$14K +$9.33K +600 +200%
WA
309
Winfield Associates
Ohio
$13K – – –
TSW
310
Thompson Siegel & Walmsley
Virginia
$12K – – –
GWM
311
Geneos Wealth Management
Colorado
$12K +$12K +764 New
MWM
312
MinichMacGregor Wealth Management
New York
$11K -$941 -64 -8%
TCM
313
TD Capital Management
Tennessee
$11K – – –
PFGIA
314
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$3.75K +228 +60%
VIA
315
Vantage Investment Advisors
Pennsylvania
$9K – – –
BWM
316
Baystate Wealth Management
Massachusetts
$9K +$9K +568 New
HCM
317
Horrell Capital Management
Arkansas
$8K – – –
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +424 New
SPIA
319
Steward Partners Investment Advisory
New York
$5K +$1.82K +128 +57%
GWS
320
Glassman Wealth Services
Virginia
$5K +$5K +292 New
ACM
321
AlphaStar Capital Management
North Carolina
$5K +$5K +356 New
NCM
322
New Capital Management
Texas
$3K – – –
CFD
323
Creative Financial Designs
Indiana
$3K +$3K +180 New
Simplex Trading
324
Simplex Trading
Illinois
$3K +$3K +220 New
CPIG
325
Chicago Partners Investment Group
Illinois
$2K -$166K -5,300 -99%
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