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Schwab U.S Small- Cap ETF
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Overview Fund Activity

332 hedge funds and large institutions have $1.92B invested in Schwab U.S Small- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 169 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
8.29%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
46
Increased
169
Reduced
84
Closed
19
Calls
$895K
Puts
$250K
Net Calls
+$645K
Net Calls Change
+$41K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$792M
2
PCA
2
Personal Capital Advisors
California
$65.6M
3
ACM
3
Alpha Capital Management
Texas
$25.2M
4
SEI Investments
4
SEI Investments
Pennsylvania
$118M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$16.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.67M
2
UBS Group
2
UBS Group
Switzerland
$9.59M
3
RBA
3
Richard Bernstein Advisors
New York
$0
4
TAT
4
TD Ameritrade Trust
Colorado
$8.88M
5
Jane Street
5
Jane Street
New York
$9.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
76
One Capital Management
California
$3.3M -$81.1K -5,076 -2%
JWA
77
JFS Wealth Advisors
Pennsylvania
$3.2M -$87K -5,444 -3%
SWA
78
Sutton Wealth Advisors
Florida
$3.19M +$228K +14,276 +8%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$3.18M +$1.06M +66,504 +50%
ML
80
McAdam LLC
Pennsylvania
$3.14M +$432K +27,012 +16%
PAG
81
Pinnacle Advisory Group
Maryland
$3.07M +$199K +12,456 +7%
IA
82
IFP Advisors
Florida
$3.06M +$274K +17,176 +10%
AFS
83
Access Financial Services
Minnesota
$3.05M +$441K +27,628 +17%
CMP
84
Courage Miller Partners
Virginia
$3.04M +$184K +11,508 +6%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$2.97M -$806K -50,436 -21%
DIA
86
Denver Investment Advisors
Colorado
$2.74M – – –
GAM
87
Garrison Asset Management
Arkansas
$2.69M -$22.9K -1,436 -0.8%
FIM
88
Frontier Investment Management
Texas
$2.69M +$161K +10,072 +6%
CWM
89
Confluence Wealth Management
Oregon
$2.68M +$630K +39,420 +31%
OIA
90
OneDigital Investment Advisors
Kansas
$2.66M +$2.66M +166,508 New
BAM
91
Berkshire Asset Management
Pennsylvania
$2.65M +$4.92K +308 +0.2%
Wells Fargo
92
Wells Fargo
California
$2.56M -$204K -12,756 -7%
CFMC
93
Curbstone Financial Management Corp
New Hampshire
$2.46M +$73.5K +4,600 +3%
LF
94
Lee Financial
Texas
$2.39M +$283K +17,684 +13%
SBL
95
Sargent Bickham Lagudis
Colorado
$2.36M -$1.24M -77,624 -34%
BCMO
96
Buckingham Capital Management (Ohio)
Ohio
$2.36M +$1.18M +74,152 +101%
VAS
97
Valicenti Advisory Services
New York
$2.34M +$60.8K +3,808 +3%
AMG
98
Asset Management Group
Connecticut
$2.31M +$101K +6,300 +5%
PS
99
Portfolio Solutions
Michigan
$2.3M – – –
HIC
100
Hartline Investment Corp
Illinois
$2.29M -$1.37M -85,480 -37%
2 3
4
5 6