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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 %
UAG
551
United Advisor Group
Ohio
$620K -$158K -6,642 -20%
CW
552
Cooksen Wealth
Texas
$617K -$16.8K -710 -3%
PSP
553
Pacific Sage Partners
Washington
$617K -$5.71M -240,836 -90%
WPC
554
Wedmont Private Capital
Pennsylvania
$612K +$612K +24,760 New
LWM
555
Luminvest Wealth Management
Arizona
$612K – – –
DTC
556
Davidson Trust Company
Washington
$607K -$49.8K -2,100 -8%
IIA
557
Integral Investment Advisors
California
$604K +$259K +10,962 +75%
DFA
558
DHK Financial Advisors
New Hampshire
$590K -$178K -7,466 -23%
CIR
559
Clear Investment Research
Georgia
$583K +$95 +4 +0%
AWM
560
AE Wealth Management
Kansas
$582K +$93K +3,920 +19%
RWIA
561
Roger Wittlin Investment Advisory
California
$580K -$230K -9,694 -28%
AIM
562
Acropolis Investment Management
Missouri
$579K – – –
FWP
563
FAS Wealth Partners
Kansas
$576K -$30.6K -1,290 -5%
JWBC
564
John W. Brooker & Co
California
$576K – – –
AIP
565
Almanack Investment Partners
Pennsylvania
$575K -$466K -19,646 -45%
LB
566
Legacy Bridge
Iowa
$573K – – –
MAS
567
Madden Advisory Services
Florida
$573K -$6.36K -268 -1%
WCM
568
Weaver Capital Management
Georgia
$571K +$10.5K +442 +2%
OCM
569
One Capital Management
California
$569K -$37.9K -1,598 -6%
KFA
570
Kelleher Financial Advisors
New York
$566K – – –
DAS
571
Diversify Advisory Services
Utah
$564K +$564K +24,022 New
M
572
MYeCFO
California
$563K +$94.9K +4,000 +20%
PSF
573
Pacific Sun Financial
California
$561K -$29.9K -1,260 -5%
WC
574
Waterloo Capital
Texas
$560K +$3.75K +158 +0.7%
AL
575
ACAS LLC
California
$559K -$24.8K -964 -4%
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