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Schwab U.S Small- Cap ETF
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Overview Fund Activity

311 hedge funds and large institutions have $1.88B invested in Schwab U.S Small- Cap ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 159 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+21
Holders Change %
+7.24%
% of All Funds
7.75%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.05%
New
38
Increased
159
Reduced
85
Closed
14
Calls
$1.02M
Puts
$416K
Net Calls
+$604K
Net Calls Change
+$1.1M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$662M
2
SEI Investments
SEI Investments
Pennsylvania
$99.4M
3
Bank of America
Bank of America
North Carolina
$128M
4
BWM
BerganKDV Wealth Management
Minnesota
$11.7M
5
SHJ
Sharkey, Howes & Javer
Colorado
$27.1M

Top Sellers

1
EK
Evensky & Katz
Florida
$2.05M
2
BO
BRR OpCo
Ohio
$364K
3
AG
Advisor Group
Arizona
$2.85M
4
PCM
Pointe Capital Management
Michigan
$0
5
HSA
HBK Sorce Advisory
Pennsylvania
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSN
176
D. Scott Neal
Kentucky
$676K +$661K +42,028 +4,548%
DWM
177
Destination Wealth Management
California
$673K -$45.3K -2,880 -6%
EMA
178
Efficient Market Advisors
California
$666K -$76.5K -4,856 -10%
FAAS
179
First Allied Advisory Services
California
$661K -$100K -6,360 -13%
LCM
180
Leisure Capital Management
California
$646K +$58.1K +3,688 +10%
SC
181
Savant Capital
Illinois
$641K +$13.7K +868 +2%
LYV
182
Live Your Vision
Pennsylvania
$600K -$1M -63,504 -63%
RCA
183
Rowland Carmichael Advisors
Arizona
$599K -$4.47K -284 -0.7%
JIC
184
Johnson Investment Counsel
Ohio
$592K +$67.3K +4,280 +13%
GHA
185
GW Henssler & Associates
Georgia
$589K +$40.2K +2,556 +7%
AP
186
Appleton Partners
Massachusetts
$574K +$574K +36,448 New
MWP
187
MYCIO Wealth Partners
Pennsylvania
$561K +$31.6K +2,008 +6%
WPA
188
West Paces Advisors
Georgia
$558K – – –
SFS
189
Strategic Financial Services
New York
$531K +$82.9K +5,264 +19%
IFS
190
Ifrah Financial Services
Arkansas
$529K -$29.6K -1,880 -5%
SWP
191
Stratos Wealth Partners
Ohio
$525K +$178K +11,284 +51%
BCM
192
Boltwood Capital Management
California
$483K – – –
BMM
193
Buffington Mohr McNeal
Idaho
$478K +$128K +8,152 +37%
TCM
194
Twele Capital Management
Minnesota
$477K +$8.51K +540 +2%
WA
195
WBH Advisory
Maryland
$476K +$58.5K +3,720 +14%
AIP
196
Almanack Investment Partners
Pennsylvania
$473K +$473K +30,016 New
APSI
197
Asset Planning Services Inc
Louisiana
$468K -$10.7K -680 -2%
VCP
198
Vista Capital Partners
Oregon
$466K +$13K +824 +3%
OC
199
Oarsman Capital
Wisconsin
$464K +$62.4K +3,968 +16%
AIM
200
Avity Investment Management
Connecticut
$464K +$201K +12,800 +77%
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