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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,042 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, 406 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.11%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.9%
New
72
Increased
406
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.05B
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.76B
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$18M
4
FIBT
4
First International Bank & Trust
North Dakota
$21.1M
5
CRC
5
Curi RMB Capital
Illinois
$13.4M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$94.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.8M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$363M
5
Charles Schwab
5
Charles Schwab
California
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$16.7M -$1.8M -73,046 -10%
SFG
52
Sage Financial Group
Pennsylvania
$16.4M +$150K +6,076 +0.9%
RA
53
Riversedge Advisors
Delaware
$16.1M -$497K -20,186 -3%
BWA
54
Burt Wealth Advisors
Maryland
$16M +$1.06M +42,996 +7%
MM
55
Meridian Management
Arkansas
$15.7M -$202K -8,208 -1%
MML Investors Services
56
MML Investors Services
Massachusetts
$15.6M -$387K -15,722 -2%
BSB
57
Bangor Savings Bank
Maine
$15.5M -$262K -10,644 -2%
CA
58
CoreCap Advisors
Michigan
$14.8M +$1.18M +48,110 +9%
TCM
59
TruNorth Capital Management
Michigan
$14.7M +$14.7M +598,722 New
JF
60
Joule Financial
Kentucky
$14.7M +$1.74M +70,766 +13%
WA
61
Waterford Advisors
New York
$14.6M +$565K +22,956 +4%
JIC
62
Johnson Investment Counsel
Ohio
$14.2M +$1.16M +46,944 +9%
CST
63
Charles Schwab Trust
Nevada
$13.9M +$1.92M +78,096 +16%
OIA
64
OneDigital Investment Advisors
Kansas
$13.9M -$139K -5,626 -1%
SWRP
65
Summit Wealth & Retirement Planning
California
$13.7M +$1.11M +45,228 +9%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$13.7M +$2.24M +91,170 +20%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$13.4M +$815K +33,102 +6%
CRC
68
Curi RMB Capital
Illinois
$13.4M +$13.1M +530,252 +4,415%
ACA
69
Ascension Capital Advisors
Texas
$13.1M +$186K +7,540 +1%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$13M -$60.1K -2,442 -0.5%
NYLIM
71
New York Life Investment Management
New York
$13M +$503K +20,448 +4%
FNC
72
First National Corp
Massachusetts
$12.8M -$58.3K -2,470 -0.5%
CCA
73
Clearwater Capital Advisors
Illinois
$12.8M +$204K +8,274 +2%
ONB
74
Old National Bancorp
Indiana
$12.7M +$1.61M +65,362 +14%
MI
75
Moneywise Inc
Virginia
$12.6M -$2.83M -114,780 -18%
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