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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 %
CIAS
876
Capital Investment Advisory Services
North Carolina
$102K -$22.1K -896 -18%
BTI
877
Blue Trust Inc
Georgia
$98.7K -$131K -5,322 -57%
CTWM
878
Cherry Tree Wealth Management
Minnesota
$98.7K – – –
S
879
Syntrinsic
Colorado
$98.5K – – –
EA
880
Evolution Advisers
Virginia
$96K – – –
PCMC
881
Planning Capital Management Corporation
Pennsylvania
$92.2K -$37.3K -1,514 -29%
SFC
882
SYM Financial Corp
Indiana
$91.1K -$192K -7,786 -68%
SIC
883
SJS Investment Consulting
Ohio
$89.4K -$14.9K -606 -14%
ST
884
Smithfield Trust
Pennsylvania
$89K – – –
GWM
885
Guardian Wealth Management
Illinois
$88.5K -$7.53K -306 -8%
GKIM
886
GW&K Investment Management
Massachusetts
$88K +$88K +3,586 New
CFGS
887
Concourse Financial Group Securities
Alabama
$86.2K -$85.4K -3,470 -50%
CTC
888
Central Trust Company
Missouri
$83.7K -$9.85K -400 -11%
RDFA
889
Ritter Daniher Financial Advisory
Ohio
$83K -$12.9K -524 -13%
ATC
890
Advantage Trust Company
Kansas
$78.8K – – –
AWA
891
Alaska Wealth Advisors
Alaska
$77.3K – – –
RIA
892
Realta Investment Advisors
Delaware
$76.6K +$76.6K +3,112 New
EFP
893
EnRich Financial Partners
Wisconsin
$75K +$75K +3,046 New
FG
894
Fairman Group
Pennsylvania
$73.1K – – –
PK
895
Pflug Koory
Nebraska
$72.3K -$7.98K -324 -10%
RCM
896
Raleigh Capital Management
North Carolina
$70.3K +$1.03K +42 +1%
SWC
897
Spectrum Wealth Counsel
Indiana
$69.3K -$282K -11,444 -80%
CP
898
Castleview Partners
Texas
$68.1K +$3.35K +136 +5%
EAM
899
Empirical Asset Management
Massachusetts
$66.2K +$66.2K +49,632 New
BC
900
Barrett & Company
Rhode Island
$65.5K – – –
34 35
36
37 38