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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 %
GFA
701
Gallagher Fiduciary Advisors
Illinois
$360K – – –
IIA
702
Integral Investment Advisors
California
$358K +$358K +14,602 New
DIA
703
Dana Investment Advisors
Wisconsin
$358K – – –
BCM
704
Brookstone Capital Management
Illinois
$355K -$171K -6,958 -33%
WCF
705
West Coast Financial
California
$352K +$98.5K +4,000 +39%
HIP
706
HUB Investment Partners
Texas
$349K -$94.1K -3,822 -21%
KPWS
707
Kestra Private Wealth Services
Texas
$343K -$76.3K -3,098 -18%
LNC
708
Lincoln National Corp
Pennsylvania
$338K +$58.2K +2,364 +21%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$338K +$15.3K +622 +5%
FLPIM
710
F.L. Putnam Investment Management
Massachusetts
$337K +$5.37K +218 +2%
BWP
711
BSW Wealth Partners
Colorado
$335K +$394 +16 +0.1%
FM
712
Foster & Motley
Ohio
$334K +$58.2K +2,362 +21%
KFS
713
Kaizen Financial Strategies
California
$332K +$739 +30 +0.2%
ZF
714
Zhang Financial
Michigan
$332K -$496K -20,162 -60%
RWA
715
River Wealth Advisors
Pennsylvania
$331K -$40.5K -1,646 -11%
GWM
716
GSB Wealth Management
Connecticut
$330K +$3.2K +130 +1%
SWA
717
SFMG Wealth Advisors
Texas
$330K +$985 +40 +0.3%
VAS
718
Valicenti Advisory Services
New York
$329K +$329K +13,364 New
ACMA
719
Arbor Capital Management (Alaska)
Alaska
$328K +$18.2K +756 +6%
CAL
720
Capital Advisors Ltd
Ohio
$327K +$42.3K +1,720 +15%
PWM
721
Pinnacle Wealth Management
California
$326K -$8.8M -357,576 -96%
SWM
722
Selective Wealth Management
Virginia
$325K -$6.81K -288 -2%
MFG
723
Merit Financial Group
Georgia
$324K +$18.1K +764 +6%
JC
724
Jentner Corp
Ohio
$323K -$27.2K -1,104 -8%
GCM
725
Glaxis Capital Management
Florida
$322K +$739 +30 +0.2%
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