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Schwab U.S Small- Cap ETF
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Overview Fund Activity

236 hedge funds and large institutions have $905M invested in Schwab U.S Small- Cap ETF in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 75 reducing their positions, and 22 closing their positions.

Holders
236
Holders Change
+9
Holders Change %
+3.96%
% of All Funds
6.3%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.69%
New
32
Increased
107
Reduced
75
Closed
22
Calls
$419K
Puts
$245K
Net Calls
+$174K
Net Calls Change
+$316K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$53.2M
2
UBS Group
2
UBS Group
Switzerland
$47M
3
CSIA
3
Charles Schwab Investment Advisory
California
$292M
4
RBA
4
Richard Bernstein Advisors
New York
$13.8M
5
AB
5
AT Bancorp
Iowa
$13.2M

Top Sellers

1
BO
1
BRR OpCo
Ohio
$0
2
SMG
2
Spectrum Management Group
Indiana
$952K
3
Ameriprise
3
Ameriprise
Minnesota
$1.77M
4
HP
4
HT Partners
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$292M 5,609,339 +695,050 +14%
Bank of America
2
Bank of America
North Carolina
$53.2M 1,022,933 +1,015,631 +13,909%
UBS Group
3
UBS Group
Switzerland
$47M 903,724 +803,519 +802%
HSA
4
HBK Sorce Advisory
Pennsylvania
$34.1M 655,676 +107,411 +20%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$25.8M 496,963 +93,012 +23%
WCWM
6
Wooster Corthell Wealth Management
Connecticut
$22.5M 431,791 +60,728 +16%
Charles Schwab
7
Charles Schwab
California
$18.6M 356,618 +27,170 +8%
SWM
8
SVA Wealth Management
Wisconsin
$16.2M 312,144 +33,133 +12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$15.5M 297,384 +29,984 +11%
RBA
10
Richard Bernstein Advisors
New York
$13.8M 264,389 +264,389 New
AB
11
AT Bancorp
Iowa
$13.2M 253,496 +253,496 New
QI
12
QS Investors
New York
$12.5M 240,127 +75,206 +46%
WAM
13
Wealthspire Advisors (Maryland)
Maryland
$12.2M 234,576 +14,270 +6%
CCM
14
CWH Capital Management
Washington
$9.97M 191,638 -6,677 -3%
TPW
15
Tiller Private Wealth
Pennsylvania
$9.22M 177,125 +8,443 +5%
SHJ
16
Sharkey, Howes & Javer
Colorado
$8.9M 170,995 -4,670 -3%
TAT
17
TD Ameritrade Trust
Colorado
$8.61M 165,397 +117,623 +246%
MM
18
Meridian Management
Arkansas
$8.41M 161,526 +22,104 +16%
WA
19
WealthTrust-Arizona
Arizona
$8.4M 161,413 +5,369 +3%
LPL Financial
20
LPL Financial
California
$8.23M 160,556 +8,279 +5%
VV
21
Valentine Ventures
Oregon
$7.92M 152,264 -2,703 -2%
MWAC
22
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.07M 135,876 +12,270 +10%
Allianz Asset Management
23
Allianz Asset Management
Germany
$6.99M 134,386 -48,676 -27%
BWA
24
Burt Wealth Advisors
Maryland
$6.59M 126,547 +6,788 +6%
MAM
25
Marquette Asset Management
Minnesota
$6.39M 122,812 -1,099 -0.9%
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