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Schwab U.S Small- Cap ETF
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Overview Fund Activity

290 hedge funds and large institutions have $1.54B invested in Schwab U.S Small- Cap ETF in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
290
Holders Change
+33
Holders Change %
+12.84%
% of All Funds
7.26%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
1%
New
53
Increased
142
Reduced
69
Closed
18
Calls
$441K
Puts
$940K
Net Calls
-$499K
Net Calls Change
-$2.58M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$537M
2
Bank of America
2
Bank of America
North Carolina
$103M
3
GA
3
Geneva Advisors
Illinois
$15.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$17.1M
5
PFG
5
Piershale Financial Group
Illinois
$18.6M

Top Sellers

1
MM
1
Meridian Management
Arkansas
$6.09M
2
ACM
2
Avalon Capital Management
California
$2.83M
3
UBS Group
3
UBS Group
Switzerland
$62.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.81M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$537M 8,730,403 +1,205,826 +16%
Bank of America
2
Bank of America
North Carolina
$103M 1,669,115 +518,481 +45%
UBS Group
3
UBS Group
Switzerland
$62.2M 1,011,502 -42,428 -4%
AB
4
AT Bancorp
Iowa
$40.6M 660,859 +142,694 +28%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$34.9M 567,277 +68,622 +14%
TAT
6
TD Ameritrade Trust
Colorado
$26M 422,746 +185,017 +78%
FMP
7
Financial Management Professionals
Texas
$25.7M 418,573 +8,887 +2%
QI
8
QS Investors
New York
$25.3M 411,148 +51,344 +14%
RBA
9
Richard Bernstein Advisors
New York
$23.4M 381,122 +56,734 +17%
Charles Schwab
10
Charles Schwab
California
$22.3M 362,369 -7,808 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$20.6M 334,284 +9,085 +3%
SHJ
12
Sharkey, Howes & Javer
Colorado
$19.1M 310,310 +32,686 +12%
PFG
13
Piershale Financial Group
Illinois
$18.6M 302,513 +201,786 +200%
Jane Street
14
Jane Street
New York
$17.4M 283,644 +66,644 +31%
UCFA
15
United Capital Financial Advisors
Texas
$17.1M 277,628 +207,338 +295%
WAM
16
Wealthspire Advisors (Maryland)
Maryland
$15.5M 252,076 -3,442 -1%
GA
17
Geneva Advisors
Illinois
$15.1M 246,262 +246,262 New
SWM
18
SVA Wealth Management
Wisconsin
$13.5M 219,858 -3,565 -2%
Ameriprise
19
Ameriprise
Minnesota
$11.6M 188,985 +85,104 +82%
BO
20
BRR OpCo
Ohio
$11.4M 185,177 +185,177 New
AWS
21
AJ Wealth Strategies
New York
$11.1M 180,515 +180,515 New
MWAC
22
Mariner Wealth Advisors (Cincinnati)
Ohio
$11M 179,323 +12,359 +7%
MI
23
Moneywise Inc
Virginia
$9.98M 162,286 -1,130 -0.7%
HSA
24
HBK Sorce Advisory
Pennsylvania
$9.97M 162,186 -8,424 -5%
WA
25
WealthTrust-Arizona
Arizona
$9.71M 157,925 +3,028 +2%
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