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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,043 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 407 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.12%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.91%
New
72
Increased
407
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$568M
2
CSIA
Charles Schwab Investment Advisory
California
+$85.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.9M
4
FIBT
First International Bank & Trust
North Dakota
+$13.4M
5
CRC
Curi RMB Capital
Illinois
+$13.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$731M
2
Morgan Stanley
Morgan Stanley
New York
-$62.2M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.3M
4
SEI Investments
SEI Investments
Pennsylvania
-$25.5M
5
Charles Schwab
Charles Schwab
California
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
276
Wealthfront Advisers
California
$2.71M +$494K +20,062 +22%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$2.7M +$56.1K +2,280 +2%
AF
278
Allworth Financial
California
$2.7M -$130K -5,270 -5%
EE
279
EWG Elevate
California
$2.7M -$300K -12,166 -10%
TFF
280
The Family Firm
Maryland
$2.68M -$123K -4,982 -4%
HSA
281
HBK Sorce Advisory
Pennsylvania
$2.68M +$156K +6,356 +6%
GAM
282
Garrison Asset Management
Arkansas
$2.66M -$85.6K -3,478 -3%
PFM
283
Phillips Financial Management
Indiana
$2.66M +$68.7K +2,790 +3%
GPA
284
Guerra Pan Advisors
New Jersey
$2.66M +$1.89M +76,884 +248%
MS
285
Madden Securities
Texas
$2.65M -$1.16M -47,078 -30%
CWM
286
Campbell Wealth Management
Virginia
$2.62M +$962K +39,086 +58%
JJBC
287
James J. Burns & Company
New York
$2.61M -$1.66M -69,254 -39%
NCM
288
Next Capital Management
New York
$2.59M -$4.38K -178 -0.2%
CCA
289
Cobblestone Capital Advisors
New York
$2.59M -$26.4K -1,074 -1%
SWM
290
SeaCrest Wealth Management
New York
$2.56M -$21.5K -872 -0.8%
AOWM
291
Alpha Omega Wealth Management
Virginia
$2.54M +$12K +486 +0.5%
WP
292
WealthShield Partners
North Carolina
$2.54M +$102K +4,140 +4%
FG
293
Foster Group
Iowa
$2.53M +$615K +25,000 +32%
AAS
294
Avantax Advisory Services
Texas
$2.53M -$225K -9,150 -8%
JPLA
295
Joseph P. Lucia & Associates
New York
$2.52M +$14.3K +580 +0.6%
CCM
296
Coldstream Capital Management
Washington
$2.52M -$184K -7,484 -7%
EFG
297
Everhart Financial Group
Ohio
$2.48M -$33.5K -1,362 -1%
RWP
298
Revolve Wealth Partners
New Jersey
$2.48M -$11.8K -480 -0.5%
ML
299
McAdam LLC
Pennsylvania
$2.47M -$134K -5,436 -5%
CBFP
300
Cedar Brook Financial Partners
Ohio
$2.47M +$74.2K +3,012 +3%
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