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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$126M
2
PCIA
Prime Capital Investment Advisors
Kansas
$14M
3
JWM
Janiczek Wealth Management
Colorado
$1.83M
4
CA
CoreCap Advisors
Michigan
$0
5
IWC
Integrated Wealth Concepts
Massachusetts
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
1051
Cedar Brook Financial Partners
Ohio
– -$2.47M -100,250 Closed
SFMG
1052
Sage Financial Management Group
Virginia
– -$2.25M -91,494 Closed
EAM
1053
Empirical Asset Management
Massachusetts
– -$66.2K -49,632 Closed
NL
1054
NWAM LLC
Washington
– -$1.07M -44,618 Closed
OFS
1055
OneAscent Financial Services
Alabama
– -$1.08M -43,818 Closed
Pathstone Holdings
1056
Pathstone Holdings
New Jersey
– -$1.01M -41,044 Closed
DP
1057
DDD Partners
Washington
– -$843K -34,222 Closed
WP
1058
WMS Partners
Maryland
– -$711K -28,870 Closed
BA
1059
Bridgewater Advisors
New York
– -$511K -20,764 Closed
MAM
1060
Meeder Asset Management
Ohio
– -$485K -19,682 Closed
LNC
1061
Lincoln National Corp
Pennsylvania
– -$338K -13,730 Closed
VAS
1062
Valicenti Advisory Services
New York
– -$329K -13,364 Closed
DFG
1063
Delta Financial Group
New Jersey
– -$302K -12,260 Closed
EW
1064
Evoke Wealth
California
– -$281K -11,410 Closed
VV
1065
Verity & Verity
South Carolina
– -$279K -11,324 Closed
SQA
1066
Simon Quick Advisors
New Jersey
– -$267K -10,858 Closed
DADC
1067
D.A. Davidson & Co
Montana
– -$264K -10,716 Closed
MPM
1068
Meritage Portfolio Management
Kansas
– -$262K -10,626 Closed
SB
1069
Strategic Blueprint
Georgia
– -$261K -10,586 Closed
EFN
1070
Equita Financial Network
Pennsylvania
– -$246K -9,972 Closed
CWM
1071
Connecticut Wealth Management
Connecticut
– -$227K -9,206 Closed
IWN
1072
Independent Wealth Network
Iowa
– -$224K -9,118 Closed
APW
1073
Austin Private Wealth
Texas
– -$214K -8,892 Closed
CPP
1074
Capasso Planning Partners
South Carolina
– -$212K -8,618 Closed
PI
1075
PFG Investments
New York
– -$211K -8,586 Closed
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43
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