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Schwab U.S Small- Cap ETF
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Overview Fund Activity

360 hedge funds and large institutions have $2.25B invested in Schwab U.S Small- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 11 closing their positions.

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
8.99%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
1.02%
New
40
Increased
184
Reduced
98
Closed
11
Calls
$870K
Puts
$647K
Net Calls
+$223K
Net Calls Change
-$422K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$948M
2
SEI Investments
2
SEI Investments
Pennsylvania
$187M
3
TAT
3
TD Ameritrade Trust
Colorado
$29.6M
4
QAM
4
QCI Asset Management
New York
$17.8M
5
PCA
5
Personal Capital Advisors
California
$80.2M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$78K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Jane Street
3
Jane Street
New York
$2.46M
4
AA
4
Apriem Advisors
California
$369K
5
Creative Planning
5
Creative Planning
Kansas
$3.76M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$948M 14,064,238 +1,665,538 +13%
SEI Investments
2
SEI Investments
Pennsylvania
$187M 2,772,865 +921,051 +50%
PCA
3
Personal Capital Advisors
California
$80.2M 1,191,162 +164,294 +16%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$45.8M 672,090 +55,996 +9%
AB
5
AT Bancorp
Iowa
$42.1M 624,771 +2,856 +0.5%
Charles Schwab
6
Charles Schwab
California
$33.7M 500,714 +52,162 +12%
QI
7
QS Investors
New York
$31.3M 464,388 -15,581 -3%
TAT
8
TD Ameritrade Trust
Colorado
$29.6M 435,790 +269,757 +162%
ACM
9
Alpha Capital Management
Texas
$27.2M 404,151 +9,225 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$25.6M 379,911 +10,837 +3%
SHJ
11
Sharkey, Howes & Javer
Colorado
$23.5M 345,902 -15,629 -4%
UCFA
12
United Capital Financial Advisors
Texas
$22M 326,389 +45,163 +16%
Financial Engines Advisors
13
Financial Engines Advisors
California
$19.7M 292,537 +35,993 +14%
Ameriprise
14
Ameriprise
Minnesota
$19.2M 284,148 -5,004 -2%
WAM
15
Wealthspire Advisors (Maryland)
Maryland
$18.5M 275,322 +13,926 +5%
QAM
16
QCI Asset Management
New York
$17.8M 264,158 +264,158 New
AWS
17
AJ Wealth Strategies
New York
$17.6M 261,539 +13,938 +6%
MWAC
18
Mariner Wealth Advisors (Cincinnati)
Ohio
$15.9M 236,714 +16,897 +8%
GAM
19
Gemmer Asset Management
California
$14.9M 221,779 +24,448 +12%
SWM
20
SVA Wealth Management
Wisconsin
$14.4M 214,284 -1,075 -0.5%
MAM
21
Marquette Asset Management
Minnesota
$14.1M 208,566 +70,879 +51%
BWM
22
BerganKDV Wealth Management
Minnesota
$13.6M 201,763 +2,217 +1%
MI
23
Moneywise Inc
Virginia
$12M 178,844 +7,394 +4%
KFC
24
Klingenstein Fields & Co
New York
$11M 163,072 +152,521 +1,446%
WA
25
WealthTrust-Arizona
Arizona
$10.6M 158,062 -1,522 -1%
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