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Schwab U.S Small- Cap ETF
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Overview Fund Activity

483 hedge funds and large institutions have $3.32B invested in Schwab U.S Small- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 247 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+41
Holders Change %
+9.28%
% of All Funds
11.07%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
1.33%
New
62
Increased
247
Reduced
110
Closed
17
Calls
$853K
Puts
$500K
Net Calls
+$353K
Net Calls Change
-$145K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.36B
2
FMP
Financial Management Professionals
Texas
$36.2M
3
Ameriprise
Ameriprise
Minnesota
$49.8M
4
PCA
Personal Capital Advisors
California
$146M
5
FSA
Financial Services Advisory
Maryland
$11M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$227M
2
BWL
Bogart Wealth LLC
Virginia
$51K
3
TP
Truvvo Partners
New York
$0
4
QI
QS Investors
New York
$34.7M
5
DWM
Destination Wealth Management
California
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
176
Kingsview Wealth Management
Oregon
$1.58M +$348K +18,928 +28%
FAIM
177
Financial Advocates Investment Management
Washington
$1.58M +$210K +11,328 +15%
HI
178
Hudock Inc
Pennsylvania
$1.53M +$56.4K +3,068 +4%
SCA
179
Strategic Capital Advisers
Colorado
$1.51M +$23.5K +1,244 +2%
Chevy Chase Trust
180
Chevy Chase Trust
Maryland
$1.5M – – –
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$1.48M +$241K +13,096 +19%
WAM
182
Watermark Asset Management
California
$1.47M +$137K +7,444 +10%
MAS
183
Managed Account Services
Florida
$1.44M -$9.71K -528 -0.7%
AA
184
Alesco Advisors
New York
$1.42M -$27.9K -1,516 -2%
CCM
185
Condor Capital Management
New Jersey
$1.42M +$515 +28 +0%
FANJ
186
Financial Architects (New Jersey)
New Jersey
$1.4M +$186K +10,116 +15%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$1.38M +$19.9K +1,084 +1%
CCA
188
Cobblestone Capital Advisors
New York
$1.37M -$29.6K -1,612 -2%
MA
189
MCF Advisors
Kentucky
$1.35M +$67.6K +3,676 +5%
FC
190
FCA Corp
Texas
$1.34M -$18.3K -996 -1%
US Bancorp
191
US Bancorp
Minnesota
$1.33M -$16.7K -908 -1%
WI
192
Wintrust Investments
Illinois
$1.32M +$125K +6,800 +10%
YWP
193
YorkBridge Wealth Partners
New York
$1.32M +$154K +8,392 +13%
LCM
194
Leisure Capital Management
California
$1.31M +$83.7K +4,552 +7%
HR
195
Howe & Rusling
New York
$1.31M +$289K +15,692 +28%
BP
196
Broadleaf Partners
Ohio
$1.29M +$60.9K +3,312 +5%
AOWM
197
Alpha Omega Wealth Management
Virginia
$1.28M +$98.7K +5,364 +8%
AWA
198
Acorn Wealth Advisors
Michigan
$1.27M +$90.8K +4,904 +8%
SIAS
199
Shine Investment Advisory Services
Colorado
$1.26M +$155K +8,416 +14%
LFA
200
Landmark Financial Advisors
Kentucky
$1.24M -$135K -7,324 -10%
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