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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 %
BC
751
Bowman & Company
Wisconsin
$294K +$689 +28 +0.2%
FCA
752
FLC Capital Advisors
California
$293K – – –
PG
753
Proffitt & Goodson
Tennessee
$293K -$87.6K -3,560 -23%
BAAM
754
Baker Avenue Asset Management
California
$292K +$17.2K +700 +6%
FWM
755
Finer Wealth Management
Massachusetts
$290K +$290K +11,794 New
RCM
756
Richardson Capital Management
Wisconsin
$287K +$68.3K +2,776 +31%
IC
757
IEQ Capital
California
$286K +$17.4K +706 +6%
GWCM
758
Godshalk Welsh Capital Management
Pennsylvania
$286K – – –
PVI
759
Pine Valley Investments
New Jersey
$284K +$25.5K +1,034 +10%
ECG
760
Edge Capital Group
Georgia
$284K – – –
EW
761
Evoke Wealth
California
$281K +$281K +11,410 New
WHCFA
762
William Howard & Co Financial Advisors
Tennessee
$280K +$280K +11,384 New
VV
763
Verity & Verity
South Carolina
$279K +$279K +11,324 New
AA
764
Alesco Advisors
New York
$278K -$41.1K -1,668 -13%
KWS
765
Keystone Wealth Services
California
$276K +$49 +2 +0%
PTB
766
Pioneer Trust Bank
Oregon
$276K – – –
FCC
767
Flower City Capital
New York
$275K -$739 -30 -0.3%
CWM
768
Castle Wealth Management
Florida
$274K – – –
AFA
769
Alpha Financial Advisors
North Carolina
$274K – – –
RWM
770
RBA Wealth Management
California
$274K +$7.93K +322 +3%
AL
771
Aspiriant LLC
California
$269K -$32.2K -1,306 -11%
VF
772
Vawter Financial
Ohio
$269K – – –
SCM
773
SOL Capital Management
Maryland
$268K -$705K -28,658 -72%
SQA
774
Simon Quick Advisors
New Jersey
$267K +$9.75K +396 +4%
DADC
775
D.A. Davidson & Co
Montana
$264K +$264K +10,716 New
29 30
31
32 33