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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 %
CAM
476
Cozad Asset Management
Illinois
$936K -$49.6K -2,016 -5%
MSWMA
477
Market Street Wealth Management Advisors
Indiana
$931K -$22.8K -928 -2%
MW
478
MBL Wealth
North Carolina
$929K – – –
KC
479
Kades & Cheifetz
Pennsylvania
$921K +$53.9K +2,188 +6%
Renaissance Technologies
480
Renaissance Technologies
New York
$921K +$921K +37,400 New
CCG
481
Coastwise Capital Group
California
$916K -$48K -1,948 -5%
DCM
482
Donaldson Capital Management
Indiana
$912K +$87.5K +3,552 +11%
PL
483
Plancorp LLC
Missouri
$908K -$5.86K -238 -0.6%
CPA
484
Clear Point Advisors
New York
$904K -$19.5K -792 -2%
FWS
485
FinDec Wealth Services
California
$904K -$1.38K -56 -0.2%
HI
486
Harbour Investments
Wisconsin
$904K -$17.1K -694 -2%
LGWM
487
Litman Gregory Wealth Management
California
$902K +$95.5K +3,880 +12%
CFO
488
CVA Family Office
Colorado
$894K -$54.6K -2,218 -6%
BA
489
Bristlecone Advisors
Washington
$893K -$12K -486 -1%
SIC
490
Sigma Investment Counselors
Michigan
$893K +$27.8K +1,130 +3%
KWM
491
Kingsview Wealth Management
Oregon
$888K -$29.8K -1,210 -3%
VAMG
492
Voisard Asset Management Group
Michigan
$888K -$2.07K -84 -0.2%
WIC
493
Woodmont Investment Counsel
Tennessee
$883K -$9.95K -404 -1%
Principal Financial Group
494
Principal Financial Group
Iowa
$882K +$214K +8,706 +32%
RIA
495
Regal Investment Advisors
Michigan
$860K +$275K +11,168 +47%
IFA
496
Index Fund Advisors
California
$857K +$1.67K +68 +0.2%
PSIWM
497
Paradigm Strategies in Wealth Management
Minnesota
$852K +$985 +40 +0.1%
PNC Financial Services Group
498
PNC Financial Services Group
Pennsylvania
$852K +$10.8K +440 +1%
RWA
499
Roberts Wealth Advisors
California
$851K -$94.3K -4,104 -10%
DP
500
DDD Partners
Washington
$843K +$65.8K +2,672 +8%
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