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Schwab U.S Small- Cap ETF
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Overview Fund Activity

510 hedge funds and large institutions have $3.72B invested in Schwab U.S Small- Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 258 increasing their positions, 140 reducing their positions, and 23 closing their positions.

Holders
510
Holders Change
+27
Holders Change %
+5.59%
% of All Funds
11.68%
Holding in Top 10
58
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.33%
New
55
Increased
258
Reduced
140
Closed
23
Calls
$541K
Puts
$495K
Net Calls
+$46K
Net Calls Change
-$307K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$70.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.46B
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$20.5M
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
PR
5
Payden & Rygel
California
$18.8M

Top Sellers

1
QAM
1
QCI Asset Management
New York
$5.47M
2
SEI Investments
2
SEI Investments
Pennsylvania
$223M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$15.4M
4
FSA
4
Financial Services Advisory
Maryland
$5.72M
5
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.46B 19,222,527 +733,665 +4%
SEI Investments
2
SEI Investments
Pennsylvania
$223M 2,929,638 -149,360 -5%
PCA
3
Personal Capital Advisors
California
$161M 2,119,548 +131,626 +7%
Ameriprise
4
Ameriprise
Minnesota
$108M 794,310 +117,213 +17%
PFG
5
Piershale Financial Group
Illinois
$70.6M 926,836 +926,836 New
Charles Schwab
6
Charles Schwab
California
$54.3M 712,291 +39,973 +6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$52.9M 796,761 -45,391 -5%
AB
8
AT Bancorp
Iowa
$42.3M 554,954 -34,597 -6%
TAT
9
TD Ameritrade Trust
Colorado
$38.8M 508,916 -5,743 -1%
FMP
10
Financial Management Professionals
Texas
$36.2M 474,632 -17,978 -4%
QI
11
QS Investors
New York
$32.8M 430,699 -40,709 -9%
ACM
12
Alpha Capital Management
Texas
$31.3M 411,473 +377 +0.1%
Bank of America
13
Bank of America
North Carolina
$29.4M 385,587 +52,742 +16%
AWS
14
AJ Wealth Strategies
New York
$27M 354,321 +20,433 +6%
UCFA
15
United Capital Financial Advisors
Texas
$26.7M 350,638 +6,385 +2%
WAM
16
Wealthspire Advisors (Maryland)
Maryland
$26.3M 345,772 +10,608 +3%
GAM
17
Gemmer Asset Management
California
$24.7M 324,232 +64,522 +25%
AA
18
Apriem Advisors
California
$23.2M 304,894 +77,054 +34%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$23M 302,193 -3,770 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$22.8M 299,486 +102,942 +52%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$22.5M 295,929 +139,372 +89%
SHJ
22
Sharkey, Howes & Javer
Colorado
$22.4M 293,979 -2,440 -0.8%
TCM
23
Tradewinds Capital Management
Washington
$20.9M 274,396 +176,298 +180%
HGWM
24
Harvest Group Wealth Management
Massachusetts
$20.5M 269,403 +213,382 +381%
KFC
25
Klingenstein Fields & Co
New York
$19.5M 255,973 +25,315 +11%
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