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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 %
EK
651
Evensky & Katz
Florida
$423K -$16.8K -680 -4%
RA
652
Ruggaard & Associates
Ohio
$422K -$3.55K -144 -0.8%
TWM
653
Thrive Wealth Management
Pennsylvania
$421K -$52.7K -2,142 -11%
LFP
654
Leeward Financial Partners
Washington
$420K -$59.9K -2,432 -12%
PHIC
655
Pine Haven Investment Counsel
Massachusetts
$420K -$7.39K -300 -2%
CAM
656
Carret Asset Management
New York
$419K – – –
WW
657
Waterfront Wealth
Kansas
$419K -$13.6K -586 -3%
BW
658
BIP Wealth
Georgia
$419K -$51.7K -2,100 -11%
HTC
659
Haverford Trust Company
Pennsylvania
$419K – – –
CWM
660
Cabot Wealth Management
Massachusetts
$417K – – –
SWM
661
Stockman Wealth Management
Montana
$416K +$3.74K +152 +0.9%
SGI
662
Summit Global Investments
Utah
$414K -$3.4K -138 -0.8%
FAG
663
Fortitude Advisory Group
Washington
$412K +$46.3K +1,882 +13%
MA
664
MJP Associates
Connecticut
$411K -$295 -12 -0.1%
CCG
665
Chatham Capital Group
Georgia
$410K +$49 +2 +0%
MCP
666
Mirador Capital Partners
California
$410K +$77.1K +3,130 +23%
MIA
667
MeadowBrook Investment Advisors
Michigan
$407K – – –
RIM
668
Rockbridge Investment Management
New York
$405K -$16.2K -658 -4%
PA
669
Planning Alternatives
Michigan
$405K -$4.73K -192 -1%
SRCM
670
Signature Resources Capital Management
California
$405K -$41.2K -1,744 -9%
GWM
671
Gray Wealth Management
Maine
$404K -$8.86K -360 -2%
FEM
672
Fulcrum Equity Management
Texas
$403K +$403K +16,360 New
PCMC
673
Paragon Capital Management (Colorado)
Colorado
$398K +$398K +16,178 New
FCH
674
Freestone Capital Holdings
Washington
$398K +$72.4K +2,942 +22%
EI
675
Ellevest Inc
New York
$397K -$34.7K -1,408 -8%
25 26
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