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

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$94.1M
2
Morgan Stanley
Morgan Stanley
New York
$58.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
4
SEI Investments
SEI Investments
Pennsylvania
$363M
5
Charles Schwab
Charles Schwab
California
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
1076
Annapolis Financial Services
Maryland
– -$260K -10,996 Closed
BAM
1077
BOS Asset Management
Illinois
– -$259K -10,976 Closed
GS
1078
GTS Securities
New York
– -$247K -10,476 Closed
PAMG
1079
Patton Albertson Miller Group
Tennessee
– -$247K -10,468 Closed
AC
1080
Apella Capital
Connecticut
– -$232K -10,158 Closed
HGWM
1081
Horst & Graben Wealth Management
Oregon
– -$223K -9,422 Closed
AWM
1082
Accurate Wealth Management
Florida
– -$203K -8,872 Closed
AF
1083
Apollon Financial
South Carolina
– -$202K -8,544 Closed
FFA
1084
First Foundation Advisors
California
– -$202K -8,542 Closed
CG
1085
Cutler Group
California
– -$89K -3,800 Closed
TSW
1086
Thompson Siegel & Walmsley
Virginia
– -$80K -3,400 Closed
LFA
1087
Level Financial Advisors
New York
– -$67.4K -2,856 Closed
RFA
1088
Resurgent Financial Advisors
Georgia
– -$42.3K -1,790 Closed
ITIM
1089
Indiana Trust & Investment Management
Indiana
– -$36.7K -1,554 Closed
FA
1090
Faithward Advisors
Pennsylvania
– -$27.4K -1,214 Closed
TVAMP
1091
Tennessee Valley Asset Management Partners
Tennessee
– -$28.2K -1,194 Closed
VWM
1092
Venturi Wealth Management
Texas
– -$25.4K -1,074 Closed
PPC
1093
Park Place Capital
Alabama
– -$23.7K -1,002 Closed
FFC
1094
First Financial Corp
Indiana
– -$23.1K -980 Closed
LFA
1095
LGT Financial Advisors
Texas
– -$22.7K -962 Closed
AWM
1096
Able Wealth Management
New Jersey
– -$17.2K -728 Closed
MSWM
1097
McGlone Suttner Wealth Management
Wisconsin
– -$14.2K -600 Closed
AA
1098
Addison Advisors
Vermont
– -$11K -466 Closed
BCPWM
1099
Bradley & Co Private Wealth Management
Florida
– -$9.5K -402 Closed
LFA
1100
Livelsberger Financial Advisory
Ohio
– -$9.35K -396 Closed
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