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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.67M
2
UBS Group
UBS Group
Switzerland
$9.59M
3
RBA
Richard Bernstein Advisors
New York
$0
4
TAT
TD Ameritrade Trust
Colorado
$8.88M
5
Jane Street
Jane Street
New York
$9.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
126
Cobblestone Capital Advisors
New York
$1.5M -$21.2K -1,324 -1%
PFT
127
Providence First Trust
Arizona
$1.45M +$1.45M +90,704 New
PAM
128
Premier Asset Management
Illinois
$1.38M -$515K -32,240 -27%
Millennium Management
129
Millennium Management
New York
$1.37M +$1.37M +85,404 New
FI
130
FormulaFolio Investments
Michigan
$1.35M +$411K +25,748 +44%
FA
131
Fagan Associates
New York
$1.33M +$14K +876 +1%
FANJ
132
Financial Architects (New Jersey)
New Jersey
$1.33M +$62.8K +3,932 +5%
SFSG
133
Stearns Financial Services Group
North Carolina
$1.3M -$27.6K -1,728 -2%
TFF
134
The Family Firm
Maryland
$1.28M -$82.2K -5,144 -6%
ZB
135
Zions Bancorporation
Utah
$1.28M +$1.28M +80,000 New
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$1.26M -$268K -16,768 -18%
AI
137
Atria Investments
North Carolina
$1.25M +$258K +16,124 +26%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$1.23M +$458K +28,684 +60%
CCM
139
Condor Capital Management
New Jersey
$1.22M +$10.2K +636 +0.8%
HR
140
Howe & Rusling
New York
$1.21M -$69.1K -4,328 -5%
AA
141
Alesco Advisors
New York
$1.21M -$1.41K -88 -0.1%
IAS
142
IMA Advisory Services
Colorado
$1.2M +$198K +12,424 +20%
FC
143
FCA Corp
Texas
$1.19M +$152K +9,500 +15%
Citadel Advisors
144
Citadel Advisors
Florida
$1.19M +$1.19M +74,416 New
PWMAG
145
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M -$16.8K -1,052 -1%
BJ
146
Brouwer & Janachowski
California
$1.17M -$70.9K -4,440 -6%
SMG
147
Spectrum Management Group
Indiana
$1.15M -$4.15K -260 -0.4%
CWM
148
Cabot Wealth Management
Massachusetts
$1.13M +$145K +9,080 +15%
TYCC
149
Texas Yale Capital Corp
Florida
$1.1M +$38.5K +2,408 +4%
BBA
150
BLB&B Advisors
Pennsylvania
$1.09M – – –
4 5
6
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