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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 %
GRP
376
Global Retirement Partners
California
$1.49M -$165K -6,706 -10%
BJL
377
Brighton Jones LLC
Washington
$1.46M -$1.38K -56 -0.1%
MIA
378
Milestone Investment Advisors
Wisconsin
$1.45M -$3.45K -140 -0.2%
GWM
379
Greenhouse Wealth Management
Connecticut
$1.45M +$1.48K +60 +0.1%
EWM
380
Elmwood Wealth Management
California
$1.42M +$992K +40,280 +231%
AWM
381
Avior Wealth Management
Nebraska
$1.42M +$20.1K +816 +1%
BP
382
BCK Partners
New York
$1.41M -$92.8K -3,770 -6%
CIBC Private Wealth Group
383
CIBC Private Wealth Group
Georgia
$1.39M -$43.1K -1,766 -3%
GFP
384
Guardian Financial Partners
California
$1.39M +$46.9K +1,906 +3%
SIA
385
Sage Investment Advisers
New York
$1.39M +$240K +9,768 +21%
JGCM
386
Joseph Group Capital Management
Ohio
$1.38M -$88.9K -3,612 -6%
IWMA
387
Ironwood Wealth Management (Arizona)
Arizona
$1.38M -$39.9K -1,622 -3%
PWW
388
Pettyjohn Wood & White
Virginia
$1.38M +$81.6K +3,316 +6%
OFG
389
Omega Financial Group
California
$1.37M -$52.7K -2,140 -4%
ATI
390
ARK & TLK Investments
Oklahoma
$1.36M – – –
BPWM
391
Badgley Phelps Wealth Managers
Washington
$1.36M +$18.8K +762 +1%
CS
392
Crescent Sterling
Louisiana
$1.36M +$41.5K +1,684 +3%
CA
393
Cambridge Advisors
Nebraska
$1.35M +$7.24K +294 +0.5%
CAL
394
Capital Analysts LLC
Pennsylvania
$1.34M -$58.8K -2,386 -4%
AIA
395
Armor Investment Advisors
North Carolina
$1.34M -$28.6K -1,160 -2%
AWS
396
Atria Wealth Solutions
New York
$1.34M -$235K -9,552 -15%
SPFA
397
Summit Place Financial Advisors
New Jersey
$1.34M -$250K -10,140 -16%
CFO
398
Collective Family Office
Pennsylvania
$1.33M -$33.5K -1,360 -2%
SDWMA
399
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.33M -$346K -14,038 -21%
NHC
400
Nicholas Hoffman & Company
Georgia
$1.33M +$3.2K +130 +0.2%
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