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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.

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
1
Charles Schwab
California
$4.13B
2
Bank of America
2
Bank of America
North Carolina
$1.05B
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$19.9M
5
KAS
5
Kestra Advisory Services
Texas
$21.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$126M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$14M
3
JWM
3
Janiczek Wealth Management
Colorado
$1.83M
4
CA
4
CoreCap Advisors
Michigan
$0
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
76
Clearwater Capital Advisors
Illinois
$12.3M -$69.1K -2,914 -0.6%
BCMO
77
Buckingham Capital Management (Ohio)
Ohio
$12.1M +$285K +12,026 +2%
H
78
HoyleCohen
California
$11.9M +$121K +5,080 +1%
MSFS
79
Main Street Financial Solutions
Pennsylvania
$11.8M +$676K +28,514 +6%
BSW
80
Buckingham Strategic Wealth
Missouri
$11.5M -$309K -13,024 -3%
FNC
81
First National Corp
Massachusetts
$11.3M -$1.53M -64,470 -12%
CPIG
82
Chicago Partners Investment Group
Illinois
$11M +$1.23M +48,012 +13%
FFN
83
Focus Financial Network
Minnesota
$11M +$53.6K +2,100 +0.5%
HWA
84
HHM Wealth Advisors
Tennessee
$10.9M -$256K -10,796 -2%
US Bancorp
85
US Bancorp
Minnesota
$10.8M -$58.7K -2,476 -0.5%
NSAM
86
North Star Asset Management
Wisconsin
$10.8M -$48.8K -2,056 -0.5%
TPW
87
Tiller Private Wealth
Pennsylvania
$10.4M -$1.42K -60 -0%
TWM
88
Tradition Wealth Management
Minnesota
$10.3M -$256K -10,780 -2%
SFA
89
Souders Financial Advisors
Ohio
$10.3M +$377K +15,900 +4%
SJIM
90
St. Johns Investment Management
Florida
$10.3M -$122K -5,156 -1%
NIC
91
Northwest Investment Counselors
Oregon
$10.3M +$17.9K +754 +0.2%
CKAIS
92
Christensen King & Associates Investment Services
Washington
$10.2M +$216K +9,090 +2%
SA
93
Sanctuary Advisors
Indiana
$10.1M +$10.1M +433,570 New
AP
94
Appleton Partners
Massachusetts
$10.1M -$217K -9,166 -2%
VWM
95
VCI Wealth Management
Missouri
$10.1M +$3M +126,336 +42%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$10.1M +$153K +6,452 +2%
EWM
97
Empirical Wealth Management
Washington
$9.68M -$31.2K -1,314 -0.3%
MI
98
Moneywise Inc
Virginia
$9.5M -$2.63M -110,858 -22%
SFA
99
Sequoia Financial Advisors
Ohio
$9.43M -$1.01M -42,620 -10%
DP
100
Denver PWM
Colorado
$9.34M +$795K +33,522 +9%
2 3
4
5 6