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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,042 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, 406 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.11%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.9%
New
72
Increased
406
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 %
HPA
826
High Probability Advisors
New York
$218K – – –
KeyBank National Association
827
KeyBank National Association
Ohio
$216K +$216K +8,792 New
CAI
828
Capital Advisors Inc
Oklahoma
$216K +$216K +8,776 New
MFA
829
Mayflower Financial Advisors
Massachusetts
$215K -$2.12K -86 -1%
CIA
830
Capital Investment Advisors
Georgia
$214K -$76.8K -3,120 -26%
APW
831
Austin Private Wealth
Texas
$214K +$1.88K +78 +0.9%
OWP
832
Obermeyer Wealth Partners
Colorado
$212K – – –
PFM
833
Peak Financial Management
Massachusetts
$212K -$7.93K -322 -4%
CPP
834
Capasso Planning Partners
South Carolina
$212K +$212K +8,618 New
CPRC
835
Consolidated Portfolio Review Corp
New York
$211K -$2.07K -84 -1%
PI
836
PFG Investments
New York
$211K +$211K +8,586 New
Brown Advisory
837
Brown Advisory
Maryland
$209K +$209K +8,496 New
FC
838
Fusion Capital
South Carolina
$208K -$63.4K -2,574 -23%
HWM
839
Horizons Wealth Management
North Carolina
$208K – – –
AWM
840
Axxcess Wealth Management
California
$208K -$13.6K -554 -6%
KA
841
Kozak & Associates
Colorado
$206K +$438 +18 +0.2%
APA
842
Astoria Portfolio Advisors
New York
$206K +$184 +8 +0.1%
PCA
843
Prosperity Capital Advisors
Ohio
$206K +$206K +8,364 New
CASC
844
Coppell Advisory Solutions Corp
Texas
$205K +$205K +8,322 New
SFP
845
Sweet Financial Partners
Minnesota
$204K +$204K +8,288 New
WG
846
Wealth Group
North Carolina
$204K +$204K +8,302 New
CAAS
847
Capital Asset Advisory Services
Michigan
$202K -$13.3K -554 -6%
CFS
848
Coordinated Financial Services
Colorado
$202K +$202K +8,202 New
CCM
849
Carmel Capital Management
California
$202K -$10.1K -412 -5%
KSWA
850
Kathleen S. Wright Associates
Pennsylvania
$192K +$9.41K +382 +5%
32 33
34
35 36