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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 %
FWM
576
Finer Wealth Management
Massachusetts
$559K +$279K +11,760 +100%
ZF
577
Zhang Financial
Michigan
$559K +$239K +10,070 +75%
WF
578
Warner Financial
Maryland
$556K +$65.6K +2,768 +13%
FSWA
579
Financial Synergies Wealth Advisors
Texas
$551K -$30.1K -1,268 -5%
FAM
580
Formidable Asset Management
Ohio
$548K +$548K +23,096 New
WCFA
581
Walkner Condon Financial Advisors
Wisconsin
$548K -$2.37K -100 -0.4%
FC
582
Forte Capital
New York
$548K -$30K -1,264 -5%
HI
583
Hendershot Investments
Virginia
$547K +$10.4K +440 +2%
BIA
584
Bigelow Investment Advisors
Maine
$544K – – –
MCC
585
Money Concepts Capital
Florida
$544K -$108K -4,560 -17%
CFD
586
Creative Financial Designs
Indiana
$543K -$40.3K -1,700 -7%
LFAS
587
Level Four Advisory Services
Texas
$543K -$83.9K -3,538 -13%
AWA
588
Acorn Wealth Advisors
Michigan
$542K -$37.2K -1,568 -6%
BFA
589
Beaumont Financial Advisors
Massachusetts
$536K -$17.1K -722 -3%
DWM
590
Dechtman Wealth Management
Colorado
$535K – – –
CCM
591
Condor Capital Management
New Jersey
$530K -$3.32K -140 -0.6%
Chevy Chase Trust
592
Chevy Chase Trust
Maryland
$524K -$48.2K -2,032 -8%
MCM
593
Mitchell Capital Management
Kansas
$523K -$89.1K -3,754 -15%
ACM
594
Armbruster Capital Management
New York
$522K -$712 -30 -0.1%
MOS
595
MGO One Seven
Ohio
$521K +$103K +4,356 +25%
MCCA
596
Mill Creek Capital Advisors
Pennsylvania
$520K +$212K +8,950 +69%
LIWM
597
Long Island Wealth Management
New York
$517K -$47 -2 -0%
CA
598
Capital Advantage
California
$516K +$330 +14 +0.1%
HR
599
Howe & Rusling
New York
$513K -$50K -2,108 -9%
MA
600
MONECO Advisors
Connecticut
$513K -$88K -3,708 -15%
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