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Schwab U.S Small- Cap ETF
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Overview Fund Activity

435 hedge funds and large institutions have $2.7B invested in Schwab U.S Small- Cap ETF in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 217 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
435
Holders Change
+75
Holders Change %
+20.83%
% of All Funds
9.88%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
95
Increased
217
Reduced
76
Closed
16
Calls
$502K
Puts
$432K
Net Calls
+$70K
Net Calls Change
-$153K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.1B
2
FMP
2
Financial Management Professionals
Texas
$33.4M
3
Jane Street
3
Jane Street
New York
$27.2M
4
PCA
4
Personal Capital Advisors
California
$96.5M
5
LPL Financial
5
LPL Financial
California
$10.9M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$178M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$5.3M
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
QI
5
QS Investors
New York
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.1B 15,708,426 +1,644,188 +12%
SEI Investments
2
SEI Investments
Pennsylvania
$178M 2,555,162 -217,703 -8%
PCA
3
Personal Capital Advisors
California
$96.5M 1,384,185 +193,023 +16%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$53.2M 735,523 +63,433 +9%
AB
5
AT Bancorp
Iowa
$42.8M 613,209 -11,562 -2%
Charles Schwab
6
Charles Schwab
California
$39M 558,944 +58,230 +12%
FMP
7
Financial Management Professionals
Texas
$33.4M 479,147 +477,977 +40,853%
TAT
8
TD Ameritrade Trust
Colorado
$32.4M 452,106 +16,316 +4%
QI
9
QS Investors
New York
$29.6M 423,831 -40,557 -9%
ACM
10
Alpha Capital Management
Texas
$27.9M 400,678 -3,473 -0.9%
Jane Street
11
Jane Street
New York
$27.2M 389,452 +352,929 +966%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$26.8M 383,713 +3,802 +1%
UCFA
13
United Capital Financial Advisors
Texas
$23.1M 331,566 +5,177 +2%
SHJ
14
Sharkey, Howes & Javer
Colorado
$23.1M 330,982 -14,920 -4%
Financial Engines Advisors
15
Financial Engines Advisors
California
$21.1M 302,706 +10,169 +3%
Ameriprise
16
Ameriprise
Minnesota
$20.8M 298,299 +14,151 +5%
WAM
17
Wealthspire Advisors (Maryland)
Maryland
$20.8M 298,194 +22,872 +8%
AWS
18
AJ Wealth Strategies
New York
$20.1M 288,329 +26,790 +10%
QAM
19
QCI Asset Management
New York
$19.7M 282,474 +18,316 +7%
MWAC
20
Mariner Wealth Advisors (Cincinnati)
Ohio
$17.1M 244,900 +8,186 +3%
GAM
21
Gemmer Asset Management
California
$17M 243,682 +21,903 +10%
GPW
22
GFS Private Wealth
Florida
$15.6M 224,069 +224,069 New
SWM
23
SVA Wealth Management
Wisconsin
$14.9M 213,806 -478 -0.2%
BWM
24
BerganKDV Wealth Management
Minnesota
$14.9M 213,724 +11,961 +6%
MAM
25
Marquette Asset Management
Minnesota
$14.7M 210,411 +1,845 +0.9%
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