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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 %
FA
601
Forefront Analytics
Pennsylvania
$513K +$1.13K +46 +0.2%
BA
602
Bridgewater Advisors
New York
$511K -$52.3K -2,126 -9%
WF
603
Warner Financial
Maryland
$509K +$22.4K +910 +5%
AWM
604
AE Wealth Management
Kansas
$508K -$11.8M -480,312 -96%
LJAC
605
L.J. Altfest & Co
New York
$506K -$6.15K -250 -1%
BFA
606
Bluestem Financial Advisors
Illinois
$505K +$8.62K +350 +2%
TAM
607
Townsend Asset Management
North Carolina
$504K +$49 +2 +0%
PPWM
608
Perissos Private Wealth Management
Oklahoma
$501K +$501K +20,366 New
D.E. Shaw & Co
609
D.E. Shaw & Co
New York
$499K +$499K +20,254 New
LIA
610
LBMC Investment Advisors
Tennessee
$498K +$49 +2 +0%
C1AG
611
Client 1st Advisory Group
Florida
$493K -$127K -5,154 -20%
AA
612
Aire Advisors
California
$492K – – –
SRC
613
Sage Rhino Capital
California
$490K +$148 +6 +0%
WSTAM
614
Wilbanks Smith & Thomas Asset Management
Virginia
$488K +$5.71K +232 +1%
M
615
MYeCFO
California
$486K +$100K +4,060 +26%
MAM
616
Meeder Asset Management
Ohio
$485K +$14.1K +572 +3%
WWM
617
Western Wealth Management
Colorado
$484K -$22.2K -900 -4%
CCA
618
Clarity Capital Advisors
Florida
$483K +$1.08K +44 +0.2%
TIA
619
Tiemann Investment Advisors
California
$481K – – –
CFIA
620
Cantor Fitzgerald Investment Advisors
New York
$480K -$16.7K -680 -3%
PAS
621
Park Avenue Securities
New York
$480K -$101K -4,090 -17%
TWM
622
Triton Wealth Management
Arizona
$477K +$148K +6,382 +45%
AWE
623
Avidian Wealth Enterprises
Texas
$476K -$7.39K -300 -2%
WOC
624
West Oak Capital
California
$473K +$13.7K +558 +3%
ACA
625
Aptus Capital Advisors
Alabama
$473K -$7.88K -320 -2%
23 24
25
26 27