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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,044 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, 411 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.18%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
0.84%
New
72
Increased
386
Reduced
411
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 %
WIC
501
Woodmont Investment Counsel
Tennessee
$820K -$31.6K -1,332 -4%
Renaissance Technologies
502
Renaissance Technologies
New York
$811K -$75.9K -3,200 -9%
IFA
503
Index Fund Advisors
California
$807K -$18.8K -794 -2%
TWP
504
Tempus Wealth Planning
California
$798K +$20.4K +860 +3%
PSIWM
505
Paradigm Strategies in Wealth Management
Minnesota
$797K -$24.5K -1,032 -3%
WP
506
WealthPLAN Partners
Nebraska
$784K +$47 +2 +0%
CCG
507
Coastwise Capital Group
California
$780K -$103K -4,324 -12%
LTL
508
Lowery Thomas LLC
California
$775K +$1.61K +68 +0.2%
MWP
509
Madison Wealth Partners
Wisconsin
$753K +$46.1K +1,942 +7%
IC
510
IEQ Capital
California
$750K +$474K +19,974 +172%
AC
511
AlphaCore Capital
California
$748K +$92.1K +3,870 +14%
ACA
512
Aspire Capital Advisors
Washington
$744K -$20.9K -880 -3%
CHJWM
513
Carlton Hofferkamp & Jenks Wealth Management
Texas
$742K -$15.7K -616 -2%
BDFN
514
Bond & Devick Financial Network
Minnesota
$738K – – –
CGA
515
Crescent Grove Advisors
Illinois
$737K – – –
WIA
516
World Investment Advisors
California
$736K -$25.3K -1,066 -3%
CAP
517
Columbia Advisory Partners
Washington
$735K -$441K -18,586 -37%
TCM
518
Twele Capital Management
Minnesota
$730K -$9.63K -406 -1%
ASN
519
Advisory Services Network
Georgia
$729K +$39.1K +1,648 +6%
MCM
520
Mainstay Capital Management
Michigan
$719K -$807K -34,032 -53%
PWM
521
Prosperity Wealth Management
California
$716K -$421K -17,746 -37%
YIA
522
YHB Investment Advisors
Connecticut
$712K -$24.7K -1,040 -3%
GJIA
523
Glass Jacobson Investment Advisors
Maryland
$711K +$74.4K +3,136 +12%
SEM
524
Strategic Equity Management
Arizona
$711K +$295K +12,432 +71%
SBIA
525
Sheaff Brock Investment Advisors
Indiana
$710K +$11.9K +500 +2%
19 20
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