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Schwab U.S Small- Cap ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.19B invested in Schwab U.S Small- Cap ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 76 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
27
Increased
120
Reduced
76
Closed
8
Calls
$2.31M
Puts
$230K
Net Calls
+$2.08M
Net Calls Change
+$1.86M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$433M
2
FMP
Financial Management Professionals
Texas
$23.6M
3
AB
AT Bancorp
Iowa
$29.8M
4
Jane Street
Jane Street
New York
$12.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.69M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$9.82M
2
SWM
SVA Wealth Management
Wisconsin
$12.9M
3
Goldman Sachs
Goldman Sachs
New York
$695K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.56M
5
FWM
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BHTS
201
Bar Harbor Trust Services
Maine
$204K -$362K -25,112 -64%
ACM
202
Alpha Capital Management
Texas
$203K +$203K +14,124 New
HB
203
Homrich & Berg
Georgia
$203K +$203K +14,140 New
MCM
204
Mitchell Capital Management
Kansas
$200K +$200K +13,924 New
S
205
SignatureFD
Georgia
$186K -$93.8K -6,512 -34%
JFA
206
JNBA Financial Advisors
Minnesota
$186K +$186K +12,916 New
TIM
207
Tortoise Investment Management
New York
$178K – – –
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$177K +$177K +12,304 New
PCP
209
Proficio Capital Partners
Massachusetts
$173K – – –
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$164K – – –
AA
211
Apriem Advisors
California
$162K -$92.5K -6,428 -36%
AIM
212
Anchor Investment Management
South Carolina
$161K +$5.76K +400 +4%
WCM
213
Wealthcare Capital Management
Virginia
$161K – – –
AssetMark Inc
214
AssetMark Inc
California
$156K -$5.11K -356 -3%
APSP
215
Asset Planning Services (Pennsylvania)
Pennsylvania
$151K +$461 +32 +0.3%
ACM
216
Armbruster Capital Management
New York
$145K +$2.75K +192 +2%
CWM
217
Concert Wealth Management
California
$131K +$131K +9,044 New
GBBWRPM
218
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$125K +$125K +8,692 New
WOC
219
West Oak Capital
California
$110K +$35.6K +2,476 +48%
LWM
220
LBA Wealth Management
Florida
$109K – – –
Chevy Chase Trust
221
Chevy Chase Trust
Maryland
$108K – – –
PSUF
222
People's United Financial
Connecticut
$106K -$2.25K -156 -2%
CDIA
223
Capital Directions Investment Advisors
Georgia
$88K – – –
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$85K -$60.2K -4,180 -41%
CPIG
225
Chicago Partners Investment Group
Illinois
$73K +$3.71K +256 +5%
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