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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
1
Bank of America
North Carolina
$1.05B
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.76B
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$18M
4
FIBT
4
First International Bank & Trust
North Dakota
$21.1M
5
CRC
5
Curi RMB Capital
Illinois
$13.4M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$94.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.8M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$363M
5
Charles Schwab
5
Charles Schwab
California
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
76
Buckingham Strategic Wealth
Missouri
$12.3M -$77.5K -3,148 -0.6%
BCMO
77
Buckingham Capital Management (Ohio)
Ohio
$12.2M +$190K +7,732 +2%
H
78
HoyleCohen
California
$12.2M +$1.79M +72,624 +17%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$11.9M +$2.58M +104,842 +28%
HWA
80
HHM Wealth Advisors
Tennessee
$11.6M -$136K -5,522 -1%
CAN
81
Cetera Advisor Networks
California
$11.5M +$1.16M +47,298 +11%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$11.5M +$145K +5,906 +1%
BFG
83
Berger Financial Group
Minnesota
$11.3M +$1.1M +44,786 +11%
US Bancorp
84
US Bancorp
Minnesota
$11.3M -$520K -21,102 -4%
KBFS
85
Kohmann Bosshard Financial Services
Ohio
$11.3M +$3.1M +125,848 +38%
NSAM
86
North Star Asset Management
Wisconsin
$11.2M +$87K +3,532 +0.8%
TWM
87
Tradition Wealth Management
Minnesota
$11M -$37.8K -1,536 -0.3%
UCFA
88
United Capital Financial Advisors
Texas
$10.9M -$4.9M -199,198 -31%
SFA
89
Sequoia Financial Advisors
Ohio
$10.8M -$451K -18,300 -4%
SJIM
90
St. Johns Investment Management
Florida
$10.8M +$486K +19,736 +5%
TPW
91
Tiller Private Wealth
Pennsylvania
$10.8M +$445K +18,080 +4%
AP
92
Appleton Partners
Massachusetts
$10.7M +$378K +15,368 +4%
NIC
93
Northwest Investment Counselors
Oregon
$10.6M -$47.8K -1,942 -0.4%
AWMG
94
Alliance Wealth Management Group
New Jersey
$10.5M -$541K -21,980 -5%
TCM
95
Towercrest Capital Management
Pennsylvania
$10.5M -$541K -21,980 -5%
CKAIS
96
Christensen King & Associates Investment Services
Washington
$10.3M +$110K +4,484 +1%
SFA
97
Souders Financial Advisors
Ohio
$10.3M +$296K +12,042 +3%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$10.3M +$5.05M +204,912 +97%
EWM
99
Empirical Wealth Management
Washington
$10.1M -$185K -7,494 -2%
FFN
100
Focus Financial Network
Minnesota
$9.68M +$9.64K +426 +0.1%
2 3
4
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