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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 %
SG
726
Somerset Group
Minnesota
$321K -$2.95K -120 -0.9%
FA
727
Fiduciary Alliance
South Carolina
$321K +$102K +4,178 +47%
GC
728
Gratus Capital
Georgia
$320K -$44.8K -1,820 -12%
MCCA
729
Mill Creek Capital Advisors
Pennsylvania
$319K -$7.78K -316 -2%
SL
730
Salomon & Ludwin
Virginia
$319K +$236K +9,602 +287%
CIA
731
Cascade Investment Advisors
Oregon
$318K +$318K +12,932 New
GWA
732
Geometric Wealth Advisors
District of Columbia
$316K +$9.21K +374 +3%
HFP
733
Holistic Financial Partners
Indiana
$316K -$43.3K -1,760 -12%
SCM
734
Stordahl Capital Management
Colorado
$316K – – –
SWM
735
Sendero Wealth Management
Texas
$315K – – –
SAM
736
Sawgrass Asset Management
Florida
$313K +$11.9K +484 +4%
BW
737
Bison Wealth
Georgia
$313K +$98 +4 +0%
PFA
738
Pure Financial Advisors
California
$311K -$6.89K -280 -2%
RDIA
739
RE Dickinson Investment Advisors
Iowa
$309K -$90.2K -3,660 -23%
CB
740
Commerce Bank
Missouri
$307K -$1.23K -50 -0.4%
S
741
Sachetta
Massachusetts
$306K – – –
CT
742
Clearstead Trust
Maine
$305K – – –
PFGIA
743
Patriot Financial Group Insurance Agency
Massachusetts
$304K -$38.2K -1,552 -11%
DFG
744
Delta Financial Group
New Jersey
$302K +$302K +12,260 New
FA
745
Fagan Associates
New York
$302K – – –
LWM
746
Laidlaw Wealth Management
New York
$302K +$302K +12,252 New
TWA
747
TCI Wealth Advisors
Arizona
$301K +$301K +12,246 New
Fisher Asset Management
748
Fisher Asset Management
Washington
$299K -$542 -22 -0.2%
NA
749
Nottingham Advisors
New York
$295K -$16.1K -652 -5%
SSB
750
Sandy Spring Bank
Maryland
$295K +$6.16K +250 +2%
28 29
30
31 32