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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 $10.2B invested in Schwab U.S Small- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 386 increasing their positions, 410 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.17%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
0.83%
New
72
Increased
386
Reduced
410
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.72B
2
Bank of America
Bank of America
North Carolina
+$36.5M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$19.9M
5
KAS
Kestra Advisory Services
Texas
+$18.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$40.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$17.2M
3
JWM
Janiczek Wealth Management
Colorado
-$15.6M
4
CA
CoreCap Advisors
Michigan
-$14.8M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
276
Gleason Group
Kentucky
$2.72M +$19.5K +820 +0.7%
PFM
277
Phillips Financial Management
Indiana
$2.69M +$129K +5,450 +5%
LFG
278
Larson Financial Group
Missouri
$2.68M +$31.9K +1,346 +1%
SWM
279
Sculati Wealth Management
Michigan
$2.66M -$2.87M -121,104 -52%
ACM
280
Arcataur Capital Management
Wisconsin
$2.64M -$16.4K -692 -0.6%
PFT
281
Providence First Trust
Arizona
$2.63M – – –
BCWM
282
Bartlett & Co Wealth Management
Ohio
$2.62M +$5.48K +230 +0.2%
EE
283
EWG Elevate
California
$2.61M +$15K +632 +0.6%
TFF
284
The Family Firm
Maryland
$2.59M +$2.37K +100 +0.1%
EWA
285
EP Wealth Advisors
California
$2.57M +$303K +12,774 +13%
SEIA
286
Signature Estate & Investment Advisors
California
$2.57M +$2.57M +108,168 New
GAM
287
Garrison Asset Management
Arkansas
$2.56M -$949 -40 -0%
B
288
Bensler
Washington
$2.55M -$369K -15,550 -13%
BRWA
289
B. Riley Wealth Advisors
Florida
$2.52M +$475K +19,940 +23%
SWM
290
SeaCrest Wealth Management
New York
$2.49M +$26K +1,094 +1%
HSA
291
HBK Sorce Advisory
Pennsylvania
$2.48M -$98.1K -4,136 -4%
WP
292
WealthShield Partners
North Carolina
$2.48M +$25.7K +1,078 +1%
Wealthfront Advisers
293
Wealthfront Advisers
California
$2.48M -$133K -5,626 -5%
CCA
294
Cobblestone Capital Advisors
New York
$2.45M -$41.2K -1,738 -2%
AOWM
295
Alpha Omega Wealth Management
Virginia
$2.45M -$854 -36 -0%
William Blair & Company
296
William Blair & Company
Illinois
$2.42M +$266K +11,224 +12%
RWP
297
Revolve Wealth Partners
New Jersey
$2.41M +$19.2K +810 +0.8%
EFG
298
Everhart Financial Group
Ohio
$2.38M -$15.9K -672 -0.7%
CFG
299
Citizens Financial Group
Rhode Island
$2.36M +$50K +2,100 +2%
ML
300
McAdam LLC
Pennsylvania
$2.36M -$26.4K -1,112 -1%
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