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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 %
Brown Advisory
1076
Brown Advisory
Maryland
– -$209K -8,496 Closed
AWM
1077
Axxcess Wealth Management
California
– -$208K -8,430 Closed
CAAS
1078
Capital Asset Advisory Services
Michigan
– -$202K -8,430 Closed
PCA
1079
Prosperity Capital Advisors
Ohio
– -$206K -8,364 Closed
SFP
1080
Sweet Financial Partners
Minnesota
– -$204K -8,288 Closed
CFS
1081
Coordinated Financial Services
Colorado
– -$202K -8,202 Closed
CCM
1082
Carmel Capital Management
California
– -$202K -8,188 Closed
MJRIC
1083
Mogy Joel R Investment Counsel
California
– -$176K -7,156 Closed
PAM
1084
Palisade Asset Management
Minnesota
– -$164K -6,644 Closed
FDCP
1085
Foster Dykema Cabot & Partners
Massachusetts
– -$116K -4,700 Closed
GKWIM
1086
Gerber Kawasaki Wealth & Investment Management
California
– -$106K -4,318 Closed
IPW
1087
Impact Partnership Wealth
Georgia
– -$47.5K -1,928 Closed
GCM
1088
Gables Capital Management
Florida
– -$46.8K -1,900 Closed
LTI
1089
Laffer Tengler Investments
Tennessee
– -$41.7K -1,692 Closed
POIA
1090
Pin Oak Investment Advisors
Texas
– -$27K -1,100 Closed
National Bank of Canada
1091
National Bank of Canada
Quebec, Canada
– -$18.4K -848 Closed
LWA
1092
Lowe Wealth Advisors
Maryland
– -$19.7K -800 Closed
HT
1093
Headlands Technologies
Illinois
– -$12.1K -492 Closed
HPC
1094
HM Payson & Co
Maine
– -$11.6K -472 Closed
FFWM
1095
Future Financial Wealth Management
Ohio
– -$8.37K -340 Closed
NS
1096
NBC Securities
Alabama
– -$8K -334 Closed
First Manhattan
1097
First Manhattan
New York
– -$7.98K -324 Closed
CMAI
1098
Capital Management Associates Inc
Minnesota
– -$16.1K -276 Closed
MBFW
1099
Morton Brown Family Wealth
Pennsylvania
– -$5.47K -222 Closed
WPWM
1100
Western Pacific Wealth Management
Illinois
– -$2.17K -88 Closed
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