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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
+$121M
2
PCA
Personal Capital Advisors
California
+$62.9M
3
ACM
Alpha Capital Management
Texas
+$24.8M
4
SEI Investments
SEI Investments
Pennsylvania
+$17.5M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$16.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$122M
2
UBS Group
UBS Group
Switzerland
-$62.3M
3
RBA
Richard Bernstein Advisors
New York
-$31.5M
4
TAT
TD Ameritrade Trust
Colorado
-$14M
5
Jane Street
Jane Street
New York
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cambridge Advisors
Nebraska
$726K -$72K -4,508 -9%
B
177
Bailard
California
$720K +$767 +48 +0.1%
PSUF
178
People's United Financial
Connecticut
$692K +$236K +14,800 +52%
BPM
179
Bowling Portfolio Management
Ohio
$687K +$227K +14,240 +49%
DSN
180
D. Scott Neal
Kentucky
$686K -$384 -24 -0.1%
LCM
181
Leisure Capital Management
California
$680K +$24.1K +1,508 +4%
KFC
182
Klingenstein Fields & Co
New York
$674K +$333K +20,836 +98%
FBB
183
Fulton Breakefield Broenniman
Maryland
$666K +$666K +41,684 New
EWM
184
Evermay Wealth Management
Virginia
$659K -$76.7K -4,800 -10%
GHA
185
GW Henssler & Associates
Georgia
$646K +$47.8K +2,988 +8%
DWM
186
Destination Wealth Management
California
$643K -$39.8K -2,492 -6%
AP
187
Appleton Partners
Massachusetts
$638K +$55.2K +3,452 +9%
LYV
188
Live Your Vision
Pennsylvania
$636K +$19.7K +1,216 +3%
JIC
189
Johnson Investment Counsel
Ohio
$622K +$21K +1,316 +3%
RCA
190
Rowland Carmichael Advisors
Arizona
$608K – – –
AIM
191
Avity Investment Management
Connecticut
$592K +$121K +7,600 +26%
WPA
192
West Paces Advisors
Georgia
$566K – – –
MWP
193
MYCIO Wealth Partners
Pennsylvania
$563K -$6.26K -392 -1%
SFS
194
Strategic Financial Services
New York
$563K +$24.7K +1,544 +5%
BTS
195
BB&T Securities
Virginia
$563K +$563K +35,256 New
IFS
196
Ifrah Financial Services
Arkansas
$559K +$21.9K +1,372 +4%
WA
197
WBH Advisory
Maryland
$547K +$63.4K +3,972 +13%
OC
198
Oarsman Capital
Wisconsin
$529K +$57.4K +3,588 +12%
CFIA
199
Cantor Fitzgerald Investment Advisors
New York
$521K +$521K +32,632 New
KFA
200
Kelleher Financial Advisors
New York
$520K +$520K +32,548 New
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