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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 %
WC
576
Waterloo Capital
Texas
$577K -$678K -27,556 -54%
BFA
577
Beaumont Financial Advisors
Massachusetts
$574K +$3.69K +150 +0.6%
WCFA
578
Walkner Condon Financial Advisors
Wisconsin
$571K +$3.45K +140 +0.6%
SAF
579
Smith Anglin Financial
Texas
$570K +$91.5K +3,718 +19%
BWM
580
BNC Wealth Management
Oregon
$565K +$243K +9,882 +76%
BIA
581
Bigelow Investment Advisors
Maine
$565K +$1.48K +60 +0.3%
AL
582
ACAS LLC
California
$559K -$80.9K -3,286 -13%
HI
583
Hendershot Investments
Virginia
$556K +$9.21K +374 +2%
DWM
584
Dechtman Wealth Management
Colorado
$555K -$230K -9,358 -29%
CCM
585
Condor Capital Management
New Jersey
$554K -$543K -22,038 -49%
CL
586
Choreo LLC
Illinois
$549K +$138K +5,622 +34%
BFEC
587
Benjamin F. Edwards & Company
Missouri
$549K +$25.9K +1,054 +5%
ACM
588
Armbruster Capital Management
New York
$543K – – –
SF
589
Synovus Financial
Georgia
$541K +$131K +5,324 +32%
CWA
590
Cornerstone Wealth Advisors
Minnesota
$540K -$19K -772 -3%
MWP
591
Meridian Wealth Partners
Pennsylvania
$539K -$5.91K -240 -1%
LIWM
592
Long Island Wealth Management
New York
$536K -$24.1K -980 -4%
LFG
593
Leverty Financial Group
Wisconsin
$531K +$26.6K +1,082 +5%
AWM
594
Aspire Wealth Management
Massachusetts
$531K +$1.87K +76 +0.4%
TIAA Trust, National Association
595
TIAA Trust, National Association
North Carolina
$529K +$35.5K +1,440 +7%
SPA
596
Sentinel Pension Advisors
Massachusetts
$527K +$394 +16 +0.1%
CA
597
Capital Advantage
California
$525K -$16.8K -700 -3%
WP
598
Westmount Partners
California
$523K -$82.6K -3,356 -14%
Natixis Advisors
599
Natixis Advisors
Massachusetts
$522K -$109K -4,434 -17%
FHB
600
First Hawaiian Bank
Hawaii
$517K – – –
22 23
24
25 26