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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 %
Tudor Investment Corp
651
Tudor Investment Corp
Connecticut
$414K +$414K +17,458 New
LIA
652
Lynx Investment Advisory
District of Columbia
$413K +$413K +17,422 New
TWA
653
Trellis Wealth Advisors
California
$413K – – –
EAM
654
Evanson Asset Management
California
$411K – – –
CCA
655
Criterion Capital Advisors
Tennessee
$410K -$19.7K -830 -5%
KPWS
656
Kestra Private Wealth Services
Texas
$410K +$79.2K +3,338 +24%
BW
657
BIP Wealth
Georgia
$410K +$6.03K +254 +1%
CAM
658
Carret Asset Management
New York
$409K +$4.75K +200 +1%
HT
659
Heritage Trust
Oklahoma
$408K – – –
EK
660
Evensky & Katz
Florida
$408K +$1.28K +54 +0.3%
RA
661
Ruggaard & Associates
Ohio
$406K – – –
WP
662
Westmount Partners
California
$406K -$94K -3,996 -19%
FAG
663
Fortitude Advisory Group
Washington
$406K +$8.68K +366 +2%
PFBT
664
Parkside Financial Bank & Trust
Missouri
$404K -$34.1K -1,438 -8%
PHIC
665
Pine Haven Investment Counsel
Massachusetts
$404K – – –
PFA
666
Pure Financial Advisors
California
$404K +$105K +4,408 +35%
RIM
667
Rockbridge Investment Management
New York
$404K +$13.6K +572 +3%
HTC
668
Haverford Trust Company
Pennsylvania
$403K – – –
SGI
669
Summit Global Investments
Utah
$400K +$903 +38 +0.2%
MA
670
MJP Associates
Connecticut
$396K – – –
CCG
671
Chatham Capital Group
Georgia
$395K – – –
SRCM
672
Signature Resources Capital Management
California
$395K -$11.6K -490 -3%
MIA
673
MeadowBrook Investment Advisors
Michigan
$394K +$1.66K +70 +0.4%
FCH
674
Freestone Capital Holdings
Washington
$392K +$8.3K +350 +2%
CWM
675
Cabot Wealth Management
Massachusetts
$391K -$10.2K -428 -3%
25 26
27
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