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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 %
IRC
301
Investors Research Corp
Georgia
$2.43M -$39.2K -1,592 -2%
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$2.41M -$101K -4,118 -4%
TSWM
303
Triangle Securities Wealth Management
North Carolina
$2.4M +$47.9K +1,944 +2%
VBWMG
304
Von Berge Wealth Management Group
California
$2.39M +$438K +17,806 +22%
CFG
305
Citizens Financial Group
Rhode Island
$2.39M -$371K -15,084 -13%
HA
306
HC Advisors
Georgia
$2.36M +$58.3K +2,370 +3%
AF
307
Advisornet Financial
Minnesota
$2.36M +$14.6K +592 +0.6%
EWA
308
EP Wealth Advisors
California
$2.36M -$250K -10,144 -10%
DWM
309
Dakota Wealth Management
Florida
$2.34M +$132K +5,348 +6%
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$2.31M -$62K -2,514 -3%
BAM
311
Berkshire Asset Management
Pennsylvania
$2.3M +$69.3K +2,816 +3%
SFMG
312
Sage Financial Management Group
Virginia
$2.25M +$152K +6,190 +7%
William Blair & Company
313
William Blair & Company
Illinois
$2.23M -$179K -7,286 -7%
CA
314
Centerpoint Advisors
Massachusetts
$2.22M – – –
LF
315
Lee Financial
Texas
$2.2M +$2.46K +100 +0.1%
BCM
316
Boltwood Capital Management
California
$2.18M +$117K +4,738 +6%
LCM
317
Liberty Capital Management
Michigan
$2.16M +$259K +10,500 +14%
MWP
318
Moller Wealth Partners
$2.14M -$148K -5,992 -6%
ISWM
319
Independent Solutions Wealth Management
New York
$2.09M +$234K +9,522 +13%
MFT
320
Moisand Fitzgerald Tamayo
Florida
$2.09M -$73.3K -2,976 -3%
NFG
321
Northeast Financial Group
Pennsylvania
$2.08M -$2.37M -96,388 -53%
TCM
322
Tradewinds Capital Management
Washington
$2.04M +$119K +4,838 +6%
JWA
323
JFS Wealth Advisors
Pennsylvania
$2.04M -$5.37K -218 -0.3%
CMBA
324
C.M. Bidwell & Associates
Hawaii
$2.03M -$56.3K -2,286 -3%
LBC
325
Lowe Brockenbrough & Co
Virginia
$2.02M -$111K -4,504 -5%
11 12
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