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Schwab U.S Small- Cap ETF
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Overview Fund Activity

217 hedge funds and large institutions have $661M invested in Schwab U.S Small- Cap ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 112 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
217
Holders Change
+4
Holders Change %
+1.88%
% of All Funds
6.06%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.7%
New
20
Increased
112
Reduced
61
Closed
16
Calls
$1.64M
Puts
$290K
Net Calls
+$1.35M
Net Calls Change
+$736K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$207M
2
FMP
2
Financial Management Professionals
Texas
$17.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.8M
4
WA
4
WealthTrust-Arizona
Arizona
$8.54M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$8.35M

Top Sellers

1
PP
1
Pension Partners
New York
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$7.38M
3
Wells Fargo
3
Wells Fargo
California
$4M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$14M
5
AA
5
Apriem Advisors
California
$215K
Name Market Value Shares Shares
Change 		Shares
Change %
BHTS
151
Bar Harbor Trust Services
Maine
$254K 20,024 +1,260 +7%
B
152
Bailard
California
$249K 19,644 -5,572 -22%
CAN
153
Cetera Advisor Networks
California
$249K 19,736 +19,736 New
SG
154
Somerset Group
Minnesota
$248K 19,560 -220 -1%
GC
155
Garde Capital
Washington
$242K 19,040 +19,040 New
HB
156
Homrich & Berg
Georgia
$241K 19,012 +2,512 +15%
PWM
157
Perigon Wealth Management
California
$237K 18,656 -5,404 -22%
OC
158
Oarsman Capital
Wisconsin
$236K 18,616 +3,252 +21%
WA
159
Wealth Architects
California
$226K 17,780 +724 +4%
HFS
160
HL Financial Services
Kentucky
$225K 17,748 – –
SIC
161
Sigma Investment Counselors
Michigan
$224K 17,620 +1,524 +9%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$223K 17,512 +272 +2%
RPA
163
Rock Point Advisors
Vermont
$216K 17,016 -60 -0.4%
AA
164
Apriem Advisors
California
$215K 16,968 -282,576 -94%
GWCM
165
Godshalk Welsh Capital Management
Pennsylvania
$211K 16,640 – –
BAM
166
Barrett Asset Management
New York
$203K 16,024 – –
TWA
167
TCI Wealth Advisors
Arizona
$153K 12,076 -332 -3%
AWS
168
Aris Wealth Services
Pennsylvania
$152K 11,976 -5,604 -32%
TIM
169
Tortoise Investment Management
New York
$147K 11,556 – –
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$145K 11,388 – –
MA
171
MCF Advisors
Kentucky
$144K 11,320 +3,464 +44%
APSP
172
Asset Planning Services (Pennsylvania)
Pennsylvania
$131K 10,332 +40 +0.4%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$117K 9,176 -10,472 -53%
LWM
174
LBA Wealth Management
Florida
$105K 8,236 -1,608 -16%
Creative Planning
175
Creative Planning
Kansas
$102K 7,996 +7,996 New
5 6
7
8 9