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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 %
VNA
76
Valley National Advisers
Pennsylvania
$3.08M +$656K +42,716 +27%
WC
77
Whitnell & Co
Illinois
$2.98M -$74K -4,816 -2%
ACM
78
Avalon Capital Management
California
$2.83M -$3.35M -217,804 -54%
BSB
79
Bangor Savings Bank
Maine
$2.8M +$170K +11,076 +6%
DIA
80
Denver Investment Advisors
Colorado
$2.74M -$54K -3,512 -2%
CMP
81
Courage Miller Partners
Virginia
$2.71M -$372K -24,220 -12%
GAM
82
Garrison Asset Management
Arkansas
$2.62M +$1.13M +73,792 +76%
SWA
83
Sutton Wealth Advisors
Florida
$2.58M +$38K +2,472 +1%
ML
84
McAdam LLC
Pennsylvania
$2.54M +$2.54M +165,152 New
SFG
85
Sage Financial Group
Pennsylvania
$2.42M +$151K +9,808 +7%
IA
86
IFP Advisors
Florida
$2.38M +$248K +16,136 +12%
AMG
87
Asset Management Group
Connecticut
$2.31M +$182K +11,812 +9%
HIC
88
Hartline Investment Corp
Illinois
$2.26M +$502K +32,688 +29%
PS
89
Portfolio Solutions
Michigan
$2.21M -$160K -10,380 -7%
FIM
90
Frontier Investment Management
Texas
$2.18M +$74.2K +4,852 +4%
EK
91
Evensky & Katz
Florida
$2.16M +$1.93M +1,256,320 +849%
CFMC
92
Curbstone Financial Management Corp
New Hampshire
$2.16M +$121K +7,900 +6%
PAG
93
Pinnacle Advisory Group
Maryland
$2.1M +$200K +13,012 +11%
KF
94
Krilogy Financial
Missouri
$2.02M -$187K -12,172 -8%
AFS
95
Access Financial Services
Minnesota
$2.01M +$2.01M +130,648 New
CCA
96
Cobblestone Capital Advisors
New York
$1.92M +$114K +7,396 +6%
VWM
97
Venturi Wealth Management
Texas
$1.85M +$1.44M +93,780 +356%
VAS
98
Valicenti Advisory Services
New York
$1.84M +$181K +11,752 +11%
GA
99
Gateway Advisory
New Jersey
$1.79M -$182K -11,832 -9%
BlackRock
100
BlackRock
New York
$1.77M -$87.6K -5,696 -5%
2 3
4
5 6