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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 $10.2B 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, 410 reducing their positions, and 59 closing their positions.

Holders
1,043
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.17%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
0.83%
New
72
Increased
386
Reduced
410
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$4.13B
2
Bank of America
2
Bank of America
North Carolina
$1.05B
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$19.9M
5
KAS
5
Kestra Advisory Services
Texas
$21.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$126M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$14M
3
JWM
3
Janiczek Wealth Management
Colorado
$1.83M
4
CA
4
CoreCap Advisors
Michigan
$0
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
51
Sage Financial Group
Pennsylvania
$16.1M +$375K +15,820 +2%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$16M -$89.5K -3,772 -0.6%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$15.6M +$4.22M +177,994 +37%
RA
54
Riversedge Advisors
Delaware
$15.2M -$324K -13,658 -2%
BSB
55
Bangor Savings Bank
Maine
$15.2M +$277K +11,664 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$15.1M +$126K +5,294 +0.8%
NYLIM
57
New York Life Investment Management
New York
$15M +$2.55M +107,634 +20%
TCM
58
TruNorth Capital Management
Michigan
$14.8M +$561K +23,634 +4%
JF
59
Joule Financial
Kentucky
$14.6M +$393K +16,508 +3%
BWA
60
Burt Wealth Advisors
Maryland
$14.3M -$1.15M -48,450 -7%
WA
61
Waterford Advisors
New York
$14.2M +$126K +5,314 +0.9%
JIC
62
Johnson Investment Counsel
Ohio
$14M +$395K +16,660 +3%
PCIA
63
Prime Capital Investment Advisors
Kansas
$14M -$17.2M -723,256 -55%
MM
64
Meridian Management
Arkansas
$13.9M -$1.23M -51,684 -8%
CST
65
Charles Schwab Trust
Nevada
$13.8M +$430K +18,136 +3%
SWRP
66
Summit Wealth & Retirement Planning
California
$13.6M +$427K +18,016 +3%
OIA
67
OneDigital Investment Advisors
Kansas
$13.5M +$155K +6,550 +1%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$13.3M +$161K +6,766 +1%
ACA
69
Ascension Capital Advisors
Texas
$13.1M +$512K +21,568 +4%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$13M +$115K +4,848 +0.9%
CRC
71
Curi RMB Capital
Illinois
$13M +$147K +6,210 +1%
ONB
72
Old National Bancorp
Indiana
$12.9M +$647K +27,266 +5%
BFG
73
Berger Financial Group
Minnesota
$12.7M +$1.8M +75,818 +16%
ZRP
74
Zynergy Retirement Planning
New Jersey
$12.6M +$12.6M +529,902 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$12.5M -$79.5K -3,352 -0.6%
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