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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 %
MW
826
Maia Wealth
Colorado
$213K +$213K +8,488 New
CM
827
Columbus Macro
Pennsylvania
$213K +$213K +8,964 New
PIM
828
Penobscot Investment Management
Massachusetts
$210K -$42.7K -1,800 -17%
HPA
829
High Probability Advisors
New York
$210K – – –
KeyBank National Association
830
KeyBank National Association
Ohio
$209K – – –
D
831
Diversified
Delaware
$208K +$208K +8,782 New
HWM
832
Horizons Wealth Management
North Carolina
$208K -$11.1K -446 -5%
CWA
833
Continuum Wealth Advisors
New York
$206K -$7.88K -332 -4%
WFP
834
Wrenne Financial Planning
Kentucky
$206K +$206K +8,664 New
FC
835
Fusion Capital
South Carolina
$205K +$4.98K +210 +2%
PFM
836
Peak Financial Management
Massachusetts
$205K +$759 +32 +0.4%
WF
837
Williams Financial
Vermont
$205K +$205K +8,652 New
AA
838
Apriem Advisors
California
$205K -$11.3K -478 -5%
OWP
839
Obermeyer Wealth Partners
Colorado
$205K – – –
CPRC
840
Consolidated Portfolio Review Corp
New York
$204K +$332 +14 +0.2%
CIC
841
Carnegie Investment Counsel
Ohio
$203K -$15.5K -652 -7%
LFP
842
Leeward Financial Partners
Washington
$201K -$203K -8,568 -50%
SCM
843
Sebold Capital Management
Illinois
$201K -$19.6K -828 -9%
MFA
844
Mayflower Financial Advisors
Massachusetts
$201K -$6.36K -268 -3%
KA
845
Kozak & Associates
Colorado
$201K +$708 +30 +0.4%
NSIM
846
North Star Investment Management
Illinois
$198K -$21.5K -906 -10%
KSWA
847
Kathleen S. Wright Associates
Pennsylvania
$197K +$12.1K +512 +7%
BHWM
848
Beaird Harris Wealth Management
Texas
$181K – – –
CAS
849
Coppell Advisory Solutions
Texas
$177K +$177K +7,456 New
OIA
850
Optimum Investment Advisors
Illinois
$174K +$2.61K +110 +2%
32 33
34
35 36