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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.

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
1
Charles Schwab
California
$4.13B
2
Bank of America
2
Bank of America
North Carolina
$1.05B
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$19.9M
5
KAS
5
Kestra Advisory Services
Texas
$21.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$126M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$14M
3
JWM
3
Janiczek Wealth Management
Colorado
$1.83M
4
CA
4
CoreCap Advisors
Michigan
$0
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$31.8M +$71.5K +3,012 +0.2%
TCM
27
Tradewinds Capital Management
Washington
$29.3M +$27.3M +1,149,948 +1,385%
RWM
28
RKL Wealth Management
Pennsylvania
$28.4M +$121K +5,106 +0.4%
Corient Private Wealth
29
Corient Private Wealth
Florida
$26.6M +$189K +7,958 +0.7%
LWMT
30
Legacy Wealth Management (Tennessee)
Tennessee
$26.5M -$130K -5,460 -0.5%
MAG
31
Mokosak Advisory Group
Iowa
$25.2M +$363K +15,288 +1%
SFS
32
Summit Financial Strategies
Ohio
$24.7M +$1.14M +47,950 +5%
Ameriprise
33
Ameriprise
Minnesota
$23.9M +$396K +16,700 +2%
BPA
34
Beacon Pointe Advisors
California
$23M -$429K -18,094 -2%
KAS
35
Kestra Advisory Services
Texas
$21.5M +$18.9M +805,010 +731%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$21.1M +$847K +35,708 +4%
Wells Fargo
37
Wells Fargo
California
$20.9M +$70.2K +2,960 +0.3%
FIBT
38
First International Bank & Trust
North Dakota
$20.5M +$192K +8,080 +0.9%
FIA
39
Foundations Investment Advisors
Arizona
$20.2M +$1.69M +71,182 +9%
NFW
40
Noble Family Wealth
Florida
$20M +$829K +34,932 +4%
BWA
41
BlueSky Wealth Advisors
North Carolina
$19.9M +$19.9M +838,938 New
DAS
42
Dynamic Advisor Solutions
Arizona
$19.2M +$746K +31,464 +4%
FI
43
FIDELIS iM
Oregon
$19.2M +$342K +14,398 +2%
MFGP
44
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.9M +$223K +9,400 +1%
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$18.7M +$7.84M +330,392 +72%
FWM
46
ForthRight Wealth Management
Georgia
$18.6M +$1.27M +53,386 +7%
SFP
47
Strategic Financial Planning
Texas
$18M +$1.35M +57,046 +8%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$18M +$683K +28,802 +4%
VWA
49
Visionary Wealth Advisors
Illinois
$17.2M -$1.58M -66,454 -8%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$17.1M -$155K -6,542 -0.9%
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