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Schwab U.S Small- Cap ETF
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Overview Fund Activity

360 hedge funds and large institutions have $2.25B invested in Schwab U.S Small- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 11 closing their positions.

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
8.99%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
1.02%
New
40
Increased
184
Reduced
98
Closed
11
Calls
$870K
Puts
$647K
Net Calls
+$223K
Net Calls Change
-$422K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$948M
2
SEI Investments
2
SEI Investments
Pennsylvania
$187M
3
TAT
3
TD Ameritrade Trust
Colorado
$29.6M
4
QAM
4
QCI Asset Management
New York
$17.8M
5
PCA
5
Personal Capital Advisors
California
$80.2M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$78K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Jane Street
3
Jane Street
New York
$2.46M
4
AA
4
Apriem Advisors
California
$369K
5
Creative Planning
5
Creative Planning
Kansas
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
BlueSky Wealth Advisors
North Carolina
$9.7M +$879K +52,220 +10%
HighTower Advisors
27
HighTower Advisors
Illinois
$9.69M +$85K +5,048 +0.9%
UBS Group
28
UBS Group
Switzerland
$9.67M -$443K -26,284 -4%
BWA
29
Burt Wealth Advisors
Maryland
$9.36M -$313K -18,564 -3%
AWMG
30
Alliance Wealth Management Group
New Jersey
$9.19M +$4.93M +293,016 +116%
TPW
31
Tiller Private Wealth
Pennsylvania
$8.77M -$146K -8,664 -2%
BTIS
32
BB&T Investment Services
North Carolina
$8.21M +$481K +28,564 +6%
CCM
33
CWH Capital Management
Washington
$8.21M +$2.56M +151,872 +45%
RWM
34
RKL Wealth Management
Pennsylvania
$8.17M +$1.63M +96,692 +25%
EHPM
35
Emery Howard Portfolio Management
California
$8.17M +$132K +7,820 +2%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$7.74M +$920K +54,640 +13%
NIC
37
Northwest Investment Counselors
Oregon
$7.48M +$108K +6,420 +1%
AG
38
Appleton Group
Wisconsin
$7.39M -$90.1K -5,348 -1%
SFS
39
Summit Financial Strategies
Ohio
$7.08M +$333K +19,764 +5%
PMG
40
ProVise Management Group
Florida
$7.06M -$16.7K -992 -0.2%
Bank of America
41
Bank of America
North Carolina
$7.05M -$1.04M -61,616 -13%
MAS
42
Madden Advisory Services
Florida
$7M +$143K +8,500 +2%
WCWM
43
Wooster Corthell Wealth Management
Connecticut
$6.62M -$105K -6,252 -2%
SJIM
44
St. Johns Investment Management
Florida
$6.61M -$81.3K -4,828 -1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.45M +$997K +59,208 +18%
TP
46
Truvvo Partners
New York
$6.08M +$364K +56,476 +6%
AIP
47
Almanack Investment Partners
Pennsylvania
$6.04M +$4.33M +257,260 +254%
PA
48
Planning Alternatives
Michigan
$5.89M -$77.7K -4,616 -1%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$5.86M -$79.8K -4,740 -1%
HSA
50
HBK Sorce Advisory
Pennsylvania
$5.72M -$1.6M -94,928 -22%
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