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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,044 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, 411 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.18%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
0.84%
New
72
Increased
386
Reduced
411
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.72B
2
Bank of America
Bank of America
North Carolina
+$36.5M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$19.9M
5
KAS
Kestra Advisory Services
Texas
+$18.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$40.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$17.2M
3
JWM
Janiczek Wealth Management
Colorado
-$15.6M
4
CA
CoreCap Advisors
Michigan
-$14.8M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
751
Fagan Associates
New York
$291K – – –
SSB
752
Sandy Spring Bank
Maryland
$289K +$4.79K +202 +2%
PFGIA
753
Patriot Financial Group Insurance Agency
Massachusetts
$289K -$4.51K -190 -2%
CP
754
Capital Planning
Washington
$285K +$30.1K +1,266 +12%
NA
755
Nottingham Advisors
New York
$285K – – –
BC
756
Bowman & Company
Wisconsin
$283K – – –
PG
757
Proffitt & Goodson
Tennessee
$282K – – –
SAG
758
SageView Advisory Group
California
$281K -$1.28M -54,020 -82%
Jane Street
759
Jane Street
New York
$280K -$935K -39,414 -77%
RWM
760
RBA Wealth Management
California
$279K +$15.7K +660 +6%
BWP
761
BSW Wealth Partners
Colorado
$277K -$45.2K -1,904 -14%
GWCM
762
Godshalk Welsh Capital Management
Pennsylvania
$275K – – –
RCM
763
Richardson Capital Management
Wisconsin
$275K -$1.85K -78 -0.7%
PVI
764
Pine Valley Investments
New Jersey
$275K – – –
FM
765
Foster & Motley
Ohio
$274K -$47.1K -1,986 -15%
ECG
766
Edge Capital Group
Georgia
$274K – – –
CP
767
Camelot Portfolios
Ohio
$272K +$272K +11,450 New
PWM
768
Power Wealth Management
Georgia
$271K +$271K +11,442 New
WHCFA
769
William Howard & Co Financial Advisors
Tennessee
$270K – – –
KWS
770
Keystone Wealth Services
California
$268K +$1.76K +74 +0.7%
AL
771
Aspiriant LLC
California
$267K +$7.26K +306 +3%
LF
772
LifeSteps Financial
California
$266K +$16K +674 +6%
PTB
773
Pioneer Trust Bank
Oregon
$266K – – –
FCC
774
Flower City Capital
New York
$266K -$381 -16 -0.1%
BAAM
775
Baker Avenue Asset Management
California
$265K -$16.6K -700 -6%
29 30
31
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