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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 %
CA
151
Cambridge Advisors
Nebraska
$728K +$105K +6,808 +17%
EMA
152
Efficient Market Advisors
California
$725K -$207K -13,452 -22%
SGAM
153
Steinberg Global Asset Management
Florida
$720K +$5.47K +356 +0.8%
DG
154
Davidson & Garrard
Virginia
$719K +$44.5K +2,892 +7%
DWM
155
Destination Wealth Management
California
$702K +$82.6K +5,372 +13%
B
156
Bailard
California
$692K +$350K +22,800 +103%
EWM
157
Evermay Wealth Management
Virginia
$674K +$11.3K +736 +2%
SAM
158
Summit Asset Management
Tennessee
$647K -$6.71K -436 -1%
BPM
159
Bowling Portfolio Management
Ohio
$614K -$47.7K -3,100 -7%
SC
160
Savant Capital
Illinois
$613K -$42.5K -2,760 -6%
FI
161
FormulaFolio Investments
Michigan
$610K +$610K +39,700 New
RCA
162
Rowland Carmichael Advisors
Arizona
$589K -$14.9K -968 -2%
LCM
163
Leisure Capital Management
California
$574K -$109K -7,064 -16%
SS
164
Simplicity Solutions
Minnesota
$569K -$40K -2,600 -7%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$549K +$36.3K +2,400 +7%
IFS
166
Ifrah Financial Services
Arkansas
$546K +$27.1K +1,764 +5%
WPA
167
West Paces Advisors
Georgia
$545K +$545K +35,428 New
GHA
168
GW Henssler & Associates
Georgia
$536K +$57.1K +3,716 +12%
RJA
169
Raymond James & Associates
Florida
$530K -$44.4K -2,892 -8%
BRWA
170
B. Riley Wealth Advisors
Florida
$526K -$254K -16,500 -33%
MWP
171
MYCIO Wealth Partners
Pennsylvania
$517K +$38.5K +2,508 +8%
JIC
172
Johnson Investment Counsel
Ohio
$512K +$230K +14,956 +81%
MFS
173
MSI Financial Services
Massachusetts
$498K +$69.3K +4,504 +16%
BCM
174
Boltwood Capital Management
California
$472K – – –
APSI
175
Asset Planning Services Inc
Louisiana
$467K +$467K +30,380 New
5 6
7
8 9