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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.

New
Increased
Maintained
Reduced
Closed
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
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 %
CWM
776
Castle Wealth Management
Florida
$261K -$3.71K -156 -1%
WG
777
Wealth Group
North Carolina
$261K +$63.7K +2,680 +32%
AFA
778
Alpha Financial Advisors
North Carolina
$260K -$3.42K -144 -1%
PWA
779
Physician Wealth Advisors
Utah
$259K -$172K -6,664 -40%
VF
780
Vawter Financial
Ohio
$259K – – –
AA
781
Alesco Advisors
New York
$257K -$10.4K -440 -4%
LWM
782
Laidlaw Wealth Management
New York
$255K -$35.8K -1,510 -12%
SCM
783
SOL Capital Management
Maryland
$252K -$6.16K -260 -2%
CFP
784
Cascade Financial Partners
California
$251K +$1.52K +64 +0.6%
PFP
785
Pinnacle Financial Partners
Tennessee
$250K – – –
B
786
Birchbrook
Maine
$250K – – –
CA
787
Continuum Advisory
Idaho
$248K -$9.63K -406 -4%
HWA
788
Heartwood Wealth Advisors
Virginia
$247K – – –
SL
789
Salomon & Ludwin
Virginia
$246K -$60.7K -2,560 -20%
MA
790
MCF Advisors
Kentucky
$244K +$7.94K +334 +3%
KCM
791
Kathmere Capital Management
Pennsylvania
$242K +$2.47K +104 +1%
CAI
792
Capital Advisors Inc
Oklahoma
$240K +$32.2K +1,358 +15%
AAS
793
Asset Allocation Strategies
Michigan
$240K +$240K +10,110 New
NC
794
Napatree Capital
Rhode Island
$239K – – –
FTDI
795
First Trust Direct Indexing
Massachusetts
$239K +$239K +10,056 New
VHAM
796
Van Hulzen Asset Management
California
$238K +$12.8K +540 +6%
DBRC
797
D.B. Root & Company
Pennsylvania
$237K +$22.7K +956 +11%
CAG
798
Crestwood Advisors Group
Massachusetts
$237K +$2.33K +98 +1%
SIMG
799
Sonora Investment Management Group
Arizona
$237K – – –
JLBC
800
J.L. Bainbridge & Co
Florida
$236K +$4.65K +196 +2%
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32
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