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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 %
GAM
26
Gemmer Asset Management
California
$9.55M +$1.72M +112,164 +22%
CCM
27
CWH Capital Management
Washington
$9.19M +$2.94M +191,172 +47%
MAM
28
Marquette Asset Management
Minnesota
$8.53M +$1.04M +67,816 +14%
TPW
29
Tiller Private Wealth
Pennsylvania
$8.23M -$730K -47,504 -8%
VV
30
Valentine Ventures
Oregon
$8.11M -$405K -26,360 -5%
BWA
31
Burt Wealth Advisors
Maryland
$7.93M +$95.4K +6,208 +1%
BWA
32
BlueSky Wealth Advisors
North Carolina
$7.66M +$7.66M +498,124 New
SI
33
SII Investments
Wisconsin
$7.58M +$551K +35,908 +8%
LPL Financial
34
LPL Financial
California
$7.21M +$3.37M +217,980 +88%
HighTower Advisors
35
HighTower Advisors
Illinois
$7.16M +$4.9M +318,748 +216%
PMG
36
ProVise Management Group
Florida
$7.15M +$1.61M +104,504 +29%
AG
37
Appleton Group
Wisconsin
$7.14M +$4.37M +284,580 +158%
NIC
38
Northwest Investment Counselors
Oregon
$6.86M +$90.3K +5,876 +1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$6.81M -$1.4M -91,408 -17%
AG
40
Advisor Group
Arizona
$6.8M +$6.41M +416,780 +1,621%
EHPM
41
Emery Howard Portfolio Management
California
$6.66M +$205K +13,360 +3%
MM
42
Meridian Management
Arkansas
$6.09M -$3.52M -228,792 -37%
WCWM
43
Wooster Corthell Wealth Management
Connecticut
$6.09M -$173K -11,280 -3%
MFT
44
Moisand Fitzgerald Tamayo
Florida
$5.97M -$215K -13,972 -3%
MAS
45
Madden Advisory Services
Florida
$5.75M +$54.5K +3,544 +1%
SFS
46
Summit Financial Strategies
Ohio
$5.71M +$167K +10,856 +3%
SBL
47
Sargent Bickham Lagudis
Colorado
$5.52M +$661K +43,012 +14%
MWM
48
Meridian Wealth Management
Kentucky
$5.52M +$5.52M +359,324 New
PA
49
Planning Alternatives
Michigan
$5.37M -$212K -13,772 -4%
SJIM
50
St. Johns Investment Management
Florida
$5.02M +$275K +17,876 +6%
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