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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 %
TFM
901
TFC Financial Management
Massachusetts
$61.8K +$59.1K +2,400 +2,182%
CAM
902
Costello Asset Management
Pennsylvania
$60.7K +$4.92K +200 +9%
CPA
903
Cardiff Park Advisors
California
$60.3K +$99 +4 +0.2%
WWP
904
WR Wealth Planners
Missouri
$55.9K +$55.9K +2,272 New
LC
905
Lindbrook Capital
California
$55.9K -$1.48K -60 -3%
VCM
906
Versant Capital Management
Arizona
$54.1K +$54.1K +2,196 New
PMFA
907
Plante Moran Financial Advisors
Michigan
$51.2K -$6.5K -264 -11%
GBT
908
Grove Bank & Trust
Florida
$51.2K – – –
BCM
909
Blume Capital Management
California
$50K – – –
MA
910
Montag & Associates
Georgia
$49.2K +$49.2K +2,000 New
GT
911
Glenmede Trust
Pennsylvania
$48.6K – – –
ICM
912
Islay Capital Management
Texas
$48.3K – – –
IPW
913
Impact Partnership Wealth
Georgia
$47.5K – – –
RF
914
Robbins Farley
New Hampshire
$47K -$90.2K -3,664 -66%
GCM
915
Gables Capital Management
Florida
$46.8K – – –
CSWM
916
Cassady Schiller Wealth Management
Ohio
$45.8K +$16.7K +680 +58%
SWM
917
Sugarloaf Wealth Management
Georgia
$45.7K – – –
GWSA
918
Global Wealth Strategies & Associates
Colorado
$45.5K – – –
ACA
919
Atlas Capital Advisors
Wyoming
$44.9K +$7.68K +312 +21%
M
920
MOTCO
Texas
$43.4K -$11K -448 -20%
LTI
921
Laffer Tengler Investments
Tennessee
$41.7K +$41.7K +1,692 New
ME
922
McIlrath & Eck
Washington
$41.5K +$49 +2 +0.1%
HNB
923
Huntington National Bank
Ohio
$41K -$38.5K – –
FHA
924
First Horizon Advisors
Tennessee
$39.4K – – –
FAM
925
Family Asset Management
South Carolina
$38.9K -$64.1K -2,602 -62%
35 36
37
38 39