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Schwab U.S Small- Cap ETF
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Overview Fund Activity

311 hedge funds and large institutions have $1.88B invested in Schwab U.S Small- Cap ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 159 increasing their positions, 85 reducing their positions, and 14 closing their positions.

Holders
311
Holders Change
+21
Holders Change %
+7.24%
% of All Funds
7.75%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.05%
New
38
Increased
159
Reduced
85
Closed
14
Calls
$1.02M
Puts
$416K
Net Calls
+$604K
Net Calls Change
+$1.1M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$662M
2
SEI Investments
2
SEI Investments
Pennsylvania
$99.4M
3
Bank of America
3
Bank of America
North Carolina
$128M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$11.7M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$27.1M

Top Sellers

1
EK
1
Evensky & Katz
Florida
$2.05M
2
BO
2
BRR OpCo
Ohio
$364K
3
AG
3
Advisor Group
Arizona
$2.85M
4
PCM
4
Pointe Capital Management
Michigan
$0
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$7.37M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$662M 10,507,969 +1,777,566 +20%
Bank of America
2
Bank of America
North Carolina
$128M 2,029,191 +360,076 +22%
SEI Investments
3
SEI Investments
Pennsylvania
$99.4M 1,578,381 +1,578,381 New
UBS Group
4
UBS Group
Switzerland
$70.9M 1,125,174 +113,672 +11%
AB
5
AT Bancorp
Iowa
$41.6M 660,429 -430 -0.1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$35.5M 569,380 +2,103 +0.4%
RBA
7
Richard Bernstein Advisors
New York
$31.5M 499,423 +118,301 +31%
FMP
8
Financial Management Professionals
Texas
$27.6M 432,767 +14,194 +3%
QI
9
QS Investors
New York
$27.6M 437,572 +26,424 +6%
SHJ
10
Sharkey, Howes & Javer
Colorado
$27.1M 429,702 +119,392 +38%
TAT
11
TD Ameritrade Trust
Colorado
$26.9M 426,984 +4,238 +1%
Charles Schwab
12
Charles Schwab
California
$24.7M 392,219 +29,850 +8%
PFG
13
Piershale Financial Group
Illinois
$22.3M 353,851 +51,338 +17%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$21.8M 346,451 +12,167 +4%
Jane Street
15
Jane Street
New York
$19.7M 312,924 +29,280 +10%
UCFA
16
United Capital Financial Advisors
Texas
$17.4M 276,295 -1,333 -0.5%
GA
17
Geneva Advisors
Illinois
$16.9M 268,628 +22,366 +9%
Ameriprise
18
Ameriprise
Minnesota
$15.9M 251,745 +62,760 +33%
WAM
19
Wealthspire Advisors (Maryland)
Maryland
$15M 237,899 -14,177 -6%
AWS
20
AJ Wealth Strategies
New York
$13.7M 217,775 +37,260 +21%
SWM
21
SVA Wealth Management
Wisconsin
$13.5M 214,591 -5,267 -2%
MWAC
22
Mariner Wealth Advisors (Cincinnati)
Ohio
$12.8M 203,601 +24,278 +14%
CCM
23
CWH Capital Management
Washington
$11.8M 186,964 +37,513 +25%
BWM
24
BerganKDV Wealth Management
Minnesota
$11.7M 185,799 +163,153 +720%
AA
25
Apriem Advisors
California
$11.1M 176,585 +109,097 +162%
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