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Schwab U.S Small- Cap ETF
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Overview Fund Activity

227 hedge funds and large institutions have $762M invested in Schwab U.S Small- Cap ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
227
Holders Change
+10
Holders Change %
+4.61%
% of All Funds
5.96%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
35
Increased
119
Reduced
57
Closed
22
Calls
$285K
Puts
$427K
Net Calls
-$142K
Net Calls Change
-$1.49M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$256M
2
BO
2
BRR OpCo
Ohio
$11.9M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.54M
4
CCM
4
CWH Capital Management
Washington
$10.3M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$21M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$61K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$465K
3
Mariner
3
Mariner
Kansas
$807K
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$9.15M
5
SAM
5
Summit Asset Management
Tennessee
$660K
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
76
Asset Dedication LLC
California
$1.57M +$1.57M +120,868 New
EMA
77
Efficient Market Advisors
California
$1.52M +$1.25M +95,788 +455%
FWM
78
Frontier Wealth Management
Missouri
$1.52M -$62.5K -4,804 -4%
DIA
79
Denver Investment Advisors
Colorado
$1.52M +$7.81K +600 +0.5%
SFG
80
Sage Financial Group
Pennsylvania
$1.48M +$755K +57,972 +104%
SWM
81
Stockman Wealth Management
Montana
$1.44M -$14K -1,076 -1%
STMM
82
South Texas Money Management
Texas
$1.42M +$218K +16,724 +18%
BCMO
83
Buckingham Capital Management (Ohio)
Ohio
$1.41M +$216K +16,596 +18%
BC
84
Bartlett & Co
Ohio
$1.34M +$123K +9,440 +10%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$1.34M +$51.5K +3,952 +4%
FNBT
86
FineMark National Bank & Trust
Florida
$1.34M +$1.04M +79,716 +348%
BlackRock
87
BlackRock
New York
$1.33M +$1.33M +102,284 New
AI
88
Atria Investments
North Carolina
$1.29M -$124K -10,280 -9%
GAM
89
Garrison Asset Management
Arkansas
$1.28M +$4.22K +324 +0.3%
PAG
90
Private Advisor Group
New Jersey
$1.21M +$327K +25,104 +37%
PA
91
Pinnacle Associates
New York
$1.14M +$21.6K +1,660 +2%
LIM
92
Leavell Investment Management
Alabama
$1.14M +$7.45K +572 +0.7%
LWMT
93
Legacy Wealth Management (Tennessee)
Tennessee
$1.08M +$1.08M +83,256 New
CCM
94
Condor Capital Management
New Jersey
$1.08M +$13.5K +1,040 +1%
HighTower Advisors
95
HighTower Advisors
Illinois
$993K +$255K +19,600 +35%
TRCT
96
Tower Research Capital (TRC)
New York
$984K +$195K +14,988 +25%
IA
97
IFP Advisors
Florida
$972K +$972K +74,620 New
BW
98
Bison Wealth
Georgia
$943K +$498K +38,268 +112%
PWMAG
99
Pinnacle Wealth Management Advisory Group
New Jersey
$936K +$41.2K +3,160 +5%
SEIA
100
Signature Estate & Investment Advisors
California
$935K +$109K +8,352 +13%
2 3
4
5 6