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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 %
VVP
351
Venture Visionary Partners
Ohio
$1.67M -$285 -12 -0%
DSC
352
Duncker Streett & Co
Missouri
$1.64M -$12K -504 -0.7%
KF
353
Krilogy Financial
Missouri
$1.64M -$97.1K -4,094 -6%
OPWM
354
Oakwell Private Wealth Management
Texas
$1.64M -$2.99K -126 -0.2%
MPCA
355
Madison Park Capital Advisors
Washington
$1.63M +$76.7K +3,232 +5%
FCM
356
Firestone Capital Management
Florida
$1.61M +$70.9K +2,988 +5%
EWA
357
Exencial Wealth Advisors
Oklahoma
$1.59M -$147K -6,178 -8%
HWMG
358
Hurlow Wealth Management Group
Indiana
$1.58M +$3.99K +168 +0.3%
GRP
359
Global Retirement Partners
California
$1.57M +$135K +5,692 +9%
AWM
360
Abound Wealth Management
Tennessee
$1.57M -$29.5K -1,244 -2%
SWP
361
Stratos Wealth Partners
Ohio
$1.55M +$8.11K +342 +0.5%
BCM
362
Barden Capital Management
Texas
$1.53M -$13.6K -574 -0.9%
CAL
363
Capital Analysts LLC
Pennsylvania
$1.53M +$234K +9,856 +18%
LC
364
LTG Capital
Massachusetts
$1.52M +$3.7K +156 +0.2%
CFS
365
CRA Financial Services
New Jersey
$1.52M -$96.8K -4,078 -6%
NCM
366
Northwest Capital Management
Oregon
$1.51M +$791K +33,348 +109%
AIA
367
Arcadia Investment Advisors
Idaho
$1.51M -$16K -676 -1%
WPA
368
West Paces Advisors
Georgia
$1.51M – – –
AGC
369
Aspen Grove Capital
Colorado
$1.51M – – –
SIG
370
Spinnaker Investment Group
California
$1.48M -$59.2K -2,496 -4%
FA
371
Financial Advisors
Massachusetts
$1.48M – – –
FPAS
372
Focus Partners Advisor Solutions
Missouri
$1.47M -$74K -3,120 -5%
CIA
373
Cape Investment Advisory
Georgia
$1.47M -$61.8K -2,606 -4%
RWA
374
Redhawk Wealth Advisors
Minnesota
$1.46M -$14.6K -616 -1%
CA
375
Clearstead Advisors
Ohio
$1.46M +$502K +21,154 +53%
13 14
15
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