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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 %
SFG
526
SNS Financial Group
Minnesota
$709K -$65.1K -2,736 -8%
MA
527
Mutual Advisors
Nebraska
$709K -$54.3K -2,128 -7%
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$707K -$17.1K -720 -2%
FC
529
FCA Corp
Texas
$705K +$51K +2,150 +8%
LF
530
LifePlan Financial
Minnesota
$704K +$17.2K +724 +3%
S
531
SignatureFD
Georgia
$703K -$32.5K -1,370 -4%
Citigroup
532
Citigroup
New York
$702K +$466K +19,656 +198%
PAM
533
Pegasus Asset Management
New York
$701K -$23.1K -974 -3%
CPL
534
CAP Partners LLC
Tennessee
$697K -$46.7K -1,968 -6%
CF
535
Centaurus Financial
California
$696K -$7.64K -322 -1%
NRG
536
Nemes Rush Group
Michigan
$692K +$3.99K +168 +0.6%
CFO
537
CVA Family Office
Colorado
$688K -$174K -7,336 -20%
APSI
538
Asset Planning Services Inc
Louisiana
$685K +$39.1K +1,648 +6%
BFS
539
Burkett Financial Services
South Carolina
$673K -$10K -422 -1%
Natixis Advisors
540
Natixis Advisors
Massachusetts
$669K +$166K +7,016 +33%
EWM
541
Evermay Wealth Management
Virginia
$667K -$23.9K -1,006 -3%
CWA
542
Clearview Wealth Advisors
Oregon
$664K +$664K +27,968 New
SF
543
Synovus Financial
Georgia
$661K +$140K +5,908 +27%
FWA
544
FSM Wealth Advisors
Ohio
$649K +$47 +2 +0%
LFG
545
Leverty Financial Group
Wisconsin
$642K +$130K +5,492 +25%
JWCA
546
J.W. Cole Advisors
Florida
$642K +$46.2K +1,948 +8%
AFO
547
Arrowroot Family Office
California
$641K +$13.3K +560 +2%
BIM
548
Baldwin Investment Management
Pennsylvania
$640K -$83K -3,500 -11%
Prudential Financial
549
Prudential Financial
New Jersey
$633K +$29.9K +1,262 +5%
QWM
550
Quadcap Wealth Management
Texas
$621K +$45.8K +1,932 +8%
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