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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 %
JLBC
801
J.L. Bainbridge & Co
Florida
$236K +$4.65K +196 +2%
PMSA
802
Patrick M. Sweeney & Associates
Illinois
$235K +$14.9K +630 +7%
GB
803
Goepper Burkhardt
South Carolina
$234K – – –
HWA
804
HCR Wealth Advisors
California
$234K – – –
QCM
805
QRG Capital Management
Illinois
$233K +$21.4K +902 +10%
MA
806
Modus Advisors
Minnesota
$232K – – –
CSI
807
Cross Staff Investments
New York
$231K +$949 +40 +0.4%
SAM
808
SignalPoint Asset Management
Missouri
$231K +$231K +9,734 New
MAG
809
Mayfair Advisory Group
Alabama
$229K +$4.15K +168 +2%
FNBT
810
FineMark National Bank & Trust
Florida
$229K -$18K -760 -7%
PCMC
811
Paragon Capital Management (Colorado)
Colorado
$228K -$155K -6,552 -40%
CW
812
CreativeOne Wealth
Kansas
$227K -$127K -5,374 -36%
BWA
813
Bordeaux Wealth Advisors
California
$227K +$1.14K +48 +0.5%
MFG
814
Merit Financial Group
Georgia
$225K -$99.5K -4,192 -31%
FMN
815
Financial Management Network
California
$223K +$704 +30 +0.3%
CIA
816
Capital Investment Advisors
Georgia
$222K +$15.5K +654 +8%
WI
817
Wedgewood Investors
Pennsylvania
$222K +$222K +9,344 New
HWM
818
Heirloom Wealth Management
Colorado
$221K – – –
BIG
819
Builder Investment Group
Georgia
$220K +$380 +16 +0.2%
AWM
820
Accurate Wealth Management
Florida
$219K +$219K +8,746 New
PTCG
821
Pring Turner Capital Group
California
$218K – – –
RIS
822
Retirement Income Solutions
Michigan
$218K – – –
JPWM
823
Jamison Private Wealth Management
Georgia
$216K -$20.3K -854 -9%
G
824
Gainplan
Michigan
$215K -$2.28K -96 -1%
FG
825
Fiduciary Group
Georgia
$213K -$522 -22 -0.2%
31 32
33
34 35