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Schwab U.S Small- Cap ETF
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Overview Fund Activity

435 hedge funds and large institutions have $2.7B invested in Schwab U.S Small- Cap ETF in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 217 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
435
Holders Change
+75
Holders Change %
+20.83%
% of All Funds
9.88%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
95
Increased
217
Reduced
76
Closed
16
Calls
$502K
Puts
$432K
Net Calls
+$70K
Net Calls Change
-$153K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.1B
2
FMP
2
Financial Management Professionals
Texas
$33.4M
3
Jane Street
3
Jane Street
New York
$27.2M
4
PCA
4
Personal Capital Advisors
California
$96.5M
5
LPL Financial
5
LPL Financial
California
$10.9M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$178M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$5.3M
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
QI
5
QS Investors
New York
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
KBFS
51
Kohmann Bosshard Financial Services
Ohio
$7.25M 103,926 +23,461 +29%
RRC
52
Relaxing Retirement Coach
Massachusetts
$7.06M 101,350 +101,350 New
SJIM
53
St. Johns Investment Management
Florida
$7.02M 100,669 +2,522 +3%
WCWM
54
Wooster Corthell Wealth Management
Connecticut
$6.83M 97,907 -423 -0.4%
TP
55
Truvvo Partners
New York
$6.75M 236,074 – –
NDSI
56
Newman Dignan & Sheerar Inc
Rhode Island
$6.71M 96,220 +12,878 +15%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$6.66M 95,508 +85,427 +847%
Bank of America
58
Bank of America
North Carolina
$6.62M 94,960 -9,649 -9%
MM
59
Meridian Management
Arkansas
$6.61M 94,740 +11,725 +14%
TCM
60
Tradewinds Capital Management
Washington
$6.57M 94,170 +39,965 +74%
AF
61
Advisornet Financial
Minnesota
$6.46M 92,600 +92,600 New
Morgan Stanley
62
Morgan Stanley
New York
$6.27M 89,929 +5,388 +6%
NSAM
63
North Star Asset Management
Wisconsin
$6.24M 89,454 +8,328 +10%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$5.9M 84,596 +7,694 +10%
PA
65
Planning Alternatives
Michigan
$5.88M 84,321 -3,173 -4%
HSA
66
HBK Sorce Advisory
Pennsylvania
$5.85M 83,862 -975 -1%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$5.8M 83,198 -3,780 -4%
UWM
68
USAdvisors Wealth Management
Minnesota
$5.57M 79,828 +79,828 New
BCMO
69
Buckingham Capital Management (Ohio)
Ohio
$5.5M 78,922 +14,374 +22%
BFG
70
Bouchey Financial Group
New York
$5.37M 77,002 -333 -0.4%
LCC
71
Lincoln Capital Corp
Rhode Island
$5.33M 76,441 +66,509 +670%
ADL
72
Asset Dedication LLC
California
$5.32M 76,251 +1,590 +2%
AWMG
73
Alliance Wealth Management Group
New Jersey
$5.3M 76,104 -60,420 -44%
SFG
74
Sage Financial Group
Pennsylvania
$5.21M 74,700 +11,137 +18%
PFM
75
Parsec Financial Management
North Carolina
$5.12M 73,421 +1,259 +2%
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