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Schwab U.S Small- Cap ETF
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Overview Fund Activity

236 hedge funds and large institutions have $905M invested in Schwab U.S Small- Cap ETF in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 75 reducing their positions, and 22 closing their positions.

Holders
236
Holders Change
+9
Holders Change %
+3.96%
% of All Funds
6.3%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.69%
New
32
Increased
107
Reduced
75
Closed
22
Calls
$419K
Puts
$245K
Net Calls
+$174K
Net Calls Change
+$316K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$53.2M
2
UBS Group
2
UBS Group
Switzerland
$47M
3
CSIA
3
Charles Schwab Investment Advisory
California
$292M
4
RBA
4
Richard Bernstein Advisors
New York
$13.8M
5
AB
5
AT Bancorp
Iowa
$13.2M

Top Sellers

1
BO
1
BRR OpCo
Ohio
$0
2
SMG
2
Spectrum Management Group
Indiana
$952K
3
Ameriprise
3
Ameriprise
Minnesota
$1.77M
4
HP
4
HT Partners
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
SFSG
101
Stearns Financial Services Group
North Carolina
$888K 68,264 +1,908 +3%
FC
102
Financial Consulate
Maryland
$869K 66,776 -2,056 -3%
KF
103
Krilogy Financial
Missouri
$866K 66,584 +66,584 New
BCMO
104
Buckingham Capital Management (Ohio)
Ohio
$851K 65,412 -42,824 -40%
LFA
105
Landmark Financial Advisors
Kentucky
$842K 64,788 +4,384 +7%
FA
106
Fagan Associates
New York
$838K 64,416 +572 +0.9%
PAG
107
Pinnacle Advisory Group
Maryland
$825K 63,440 +5,396 +9%
LYV
108
Live Your Vision
Pennsylvania
$767K 58,948 +4,064 +7%
CB
109
Community Bank
New York
$751K 57,736 +4,860 +9%
PAM
110
Premier Asset Management
Illinois
$710K 54,612 +3,932 +8%
MCM
111
Mengis Capital Management
Oregon
$675K 51,892 -10,752 -17%
CWM
112
Confluence Wealth Management
Oregon
$660K 50,732 +50,732 New
IF
113
Ironwood Financial
Arizona
$653K 50,212 +50,212 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$615K 47,240 -13,292 -22%
FNBT
115
FineMark National Bank & Trust
Florida
$609K 46,816 -55,828 -54%
HighTower Advisors
116
HighTower Advisors
Illinois
$589K 45,076 -31,268 -41%
BHTS
117
Bar Harbor Trust Services
Maine
$571K 43,864 +656 +2%
EWM
118
Evermay Wealth Management
Virginia
$553K 42,524 +42,524 New
CWM
119
Cabot Wealth Management
Massachusetts
$552K 42,464 -25,048 -37%
CA
120
Cambridge Advisors
Nebraska
$537K 41,288 -832 -2%
VWM
121
Venturi Wealth Management
Texas
$537K 41,256 +41,256 New
HR
122
Howe & Rusling
New York
$530K 40,732 +17,760 +77%
DG
123
Davidson & Garrard
Virginia
$526K 40,428 -21,740 -35%
SJIM
124
St. Johns Investment Management
Florida
$519K 39,892 +11,492 +40%
SC
125
Savant Capital
Illinois
$513K 39,432 +4,064 +11%
3 4
5
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