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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.

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
1
Charles Schwab Investment Advisory
California
$433M
2
FMP
2
Financial Management Professionals
Texas
$23.6M
3
AB
3
AT Bancorp
Iowa
$29.8M
4
MI
4
Moneywise Inc
Virginia
$9.41M
5
Jane Street
5
Jane Street
New York
$12.5M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$9.82M
2
SWM
2
SVA Wealth Management
Wisconsin
$12.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$695K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.56M
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$433M 7,524,577 +980,312 +15%
Bank of America
2
Bank of America
North Carolina
$66.2M 1,150,634 +57,395 +5%
UBS Group
3
UBS Group
Switzerland
$60.7M 1,053,930 +47,441 +5%
AB
4
AT Bancorp
Iowa
$29.8M 518,165 +291,320 +128%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.7M 498,655 +52,729 +12%
FMP
6
Financial Management Professionals
Texas
$23.6M 409,686 +408,278 +28,997%
Charles Schwab
7
Charles Schwab
California
$21.3M 370,177 +18,514 +5%
QI
8
QS Investors
New York
$20.7M 359,804 +58,504 +19%
FIM
9
Frontier Investment Management
Texas
$19.8M 34,420 +404 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$18.7M 325,199 +10,009 +3%
RBA
11
Richard Bernstein Advisors
New York
$18.7M 324,388 +27,091 +9%
SHJ
12
Sharkey, Howes & Javer
Colorado
$16M 277,624 +3,602 +1%
WAM
13
Wealthspire Advisors (Maryland)
Maryland
$14.7M 255,518 +12,178 +5%
TAT
14
TD Ameritrade Trust
Colorado
$13.7M 237,729 +34,350 +17%
SWM
15
SVA Wealth Management
Wisconsin
$12.9M 223,423 -92,351 -29%
Jane Street
16
Jane Street
New York
$12.5M 217,000 +120,661 +125%
HSA
17
HBK Sorce Advisory
Pennsylvania
$9.82M 170,610 -487,313 -74%
MWAC
18
Mariner Wealth Advisors (Cincinnati)
Ohio
$9.61M 166,964 +17,530 +12%
MI
19
Moneywise Inc
Virginia
$9.41M 163,416 +163,416 New
MM
20
Meridian Management
Arkansas
$9M 156,305 -755 -0.5%
WA
21
WealthTrust-Arizona
Arizona
$8.91M 154,897 -3,382 -2%
TPW
22
Tiller Private Wealth
Pennsylvania
$8.39M 145,715 -27,298 -16%
VV
23
Valentine Ventures
Oregon
$7.97M 138,429 -8,949 -6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.69M 133,551 +78,944 +145%
BWA
25
Burt Wealth Advisors
Maryland
$7.33M 127,444 -1,866 -1%
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