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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 %
CP
776
Capital Planning
Washington
$263K +$263K +10,694 New
PIM
777
Penobscot Investment Management
Massachusetts
$263K -$82.9K -3,368 -24%
MPM
778
Meritage Portfolio Management
Kansas
$262K -$3.21K -130 -1%
CA
779
Continuum Advisory
Idaho
$262K -$1.16M -48,258 -82%
SB
780
Strategic Blueprint
Georgia
$261K -$252K -10,234 -49%
LF
781
LifeSteps Financial
California
$259K -$3.5K -142 -1%
B
782
Birchbrook
Maine
$259K – – –
HWA
783
Heartwood Wealth Advisors
Virginia
$257K -$19.8K -804 -7%
HCP
784
Hexagon Capital Partners
Arkansas
$256K +$76.3K +3,098 +42%
FNBT
785
FineMark National Bank & Trust
Florida
$256K – – –
PFP
786
Pinnacle Financial Partners
Tennessee
$250K +$591 +24 +0.2%
SAM
787
Smartleaf Asset Management
Massachusetts
$250K +$188K +7,672 +305%
KCM
788
Kathmere Capital Management
Pennsylvania
$249K +$197 +8 +0.1%
OAM
789
Oppenheimer Asset Management
New York
$248K -$121K -4,922 -33%
EFN
790
Equita Financial Network
Pennsylvania
$246K +$246K +9,972 New
JPWM
791
Jamison Private Wealth Management
Georgia
$245K +$144K +5,858 +143%
CFP
792
Cascade Financial Partners
California
$245K +$245K +10,516 New
MA
793
MCF Advisors
Kentucky
$245K +$197 +8 +0.1%
Citigroup
794
Citigroup
New York
$244K +$171K +6,944 +233%
CAG
795
Crestwood Advisors Group
Massachusetts
$244K +$148 +6 +0.1%
HWA
796
HCR Wealth Advisors
California
$242K -$1.18K -48 -0.5%
AP
797
Adero Partners
California
$241K – – –
JLBC
798
J.L. Bainbridge & Co
Florida
$240K +$23.6K +960 +11%
MA
799
Modus Advisors
Minnesota
$240K – – –
CSI
800
Cross Staff Investments
New York
$239K +$6.16K +250 +3%
30 31
32
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