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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 %
SIMG
801
Sonora Investment Management Group
Arizona
$237K -$31.2K -1,266 -12%
GB
802
Goepper Burkhardt
South Carolina
$237K – – –
VHAM
803
Van Hulzen Asset Management
California
$234K +$21.7K +882 +10%
BWA
804
Bordeaux Wealth Advisors
California
$234K +$7.78K +316 +3%
Qube Research & Technologies (QRT)
805
Qube Research & Technologies (QRT)
United Kingdom
$234K +$40.2K +1,632 +21%
SFWA
806
Summit Financial Wealth Advisors
Louisiana
$233K +$233K +9,464 New
NC
807
Napatree Capital
Rhode Island
$232K -$1.38K -60 -0.6%
HWM
808
Heirloom Wealth Management
Colorado
$229K -$28.1K -1,140 -11%
SCM
809
Sebold Capital Management
Illinois
$229K – – –
PMSA
810
Patrick M. Sweeney & Associates
Illinois
$228K +$19.7K +802 +9%
NSIM
811
North Star Investment Management
Illinois
$228K +$4.28K +174 +2%
BIG
812
Builder Investment Group
Georgia
$228K – – –
CWM
813
Connecticut Wealth Management
Connecticut
$227K -$640 -26 -0.3%
PTCG
814
Pring Turner Capital Group
California
$227K – – –
CIC
815
Carnegie Investment Counsel
Ohio
$226K -$406K -16,494 -64%
RIS
816
Retirement Income Solutions
Michigan
$226K – – –
FMN
817
Financial Management Network
California
$226K +$525 +22 +0.2%
G
818
Gainplan
Michigan
$225K +$2.76K +112 +1%
IWN
819
Independent Wealth Network
Iowa
$224K -$182K -7,374 -45%
AA
820
Apriem Advisors
California
$224K +$13.7K +558 +7%
MAG
821
Mayfair Advisory Group
Alabama
$224K +$7.49K +304 +3%
DBRC
822
D.B. Root & Company
Pennsylvania
$223K -$47.9K -1,946 -18%
CWA
823
Continuum Wealth Advisors
New York
$222K -$3.64K -148 -2%
FG
824
Fiduciary Group
Georgia
$222K -$6.16K -250 -3%
QCM
825
QRG Capital Management
Illinois
$220K -$33.6K -1,366 -13%
31 32
33
34 35