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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 %
FCA
676
FLC Capital Advisors
California
$389K +$107K +4,500 +38%
P
677
&Partners
Tennessee
$389K +$389K +16,396 New
MCP
678
Mirador Capital Partners
California
$386K -$8.54K -360 -2%
PA
679
Planning Alternatives
Michigan
$384K -$6.07K -256 -2%
SHJ
680
Sharkey, Howes & Javer
Colorado
$383K -$843K -35,522 -69%
SSW
681
Stone Summit Wealth
Florida
$381K -$1.42K -60 -0.4%
FVIM
682
Fort Vancouver Investment Management
Washington
$381K +$381K +16,044 New
EFA
683
Evernest Financial Advisors
Indiana
$379K -$3.7K -156 -1%
PS
684
Principal Securities
Iowa
$377K +$21.8K +920 +6%
SFG
685
Sovereign Financial Group
Connecticut
$375K +$6.6K +278 +2%
GWM
686
Gray Wealth Management
Maine
$371K -$18K -760 -5%
PPWM
687
Perissos Private Wealth Management
Oklahoma
$370K -$113K -4,756 -23%
PRI
688
Prepared Retirement Institute
Pennsylvania
$370K – – –
BCM
689
Brookstone Capital Management
Illinois
$369K +$969 +38 +0.3%
CWC
690
Carolinas Wealth Consulting
North Carolina
$369K +$48 +2 +0%
KLI
691
Kelman-Lazarov Inc
Tennessee
$368K -$11.9K -502 -3%
FHB
692
First Hawaiian Bank
Hawaii
$367K -$131K -5,532 -26%
FRA
693
Front Row Advisors
California
$363K +$14.1K +592 +4%
SA
694
Skyline Advisors
Washington
$363K -$759 -32 -0.2%
FNBOMD
695
First National Bank of Mount Dora
Florida
$361K – – –
JWM
696
Jeppson Wealth Management
California
$359K -$56.3K -2,374 -14%
PWP
697
Principle Wealth Partners
Connecticut
$359K – – –
PCM
698
Pennsylvania Capital Management
Pennsylvania
$358K – – –
GIA
699
Gladstone Institutional Advisory
Florida
$357K +$146K +6,172 +70%
CB
700
Commerce Bank
Missouri
$356K +$61.1K +2,574 +21%
26 27
28
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