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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 %
VWM
126
VCI Wealth Management
Missouri
$7.32M -$1.48M -60,000 -17%
WANY
127
Wealthspire Advisors (New York)
New York
$7.18M -$329K -13,356 -4%
RGF
128
Retirement Guys Formula
Ohio
$7.15M +$287K +11,638 +4%
BFG
129
Bleakley Financial Group
New Jersey
$7.14M +$190K +7,736 +3%
SW
130
Simplicity Wealth
New Jersey
$7.14M +$7.14M +289,816 New
HWM
131
HB Wealth Management
Georgia
$7.12M -$68.1K -2,766 -0.9%
VC
132
Veery Capital
Delaware
$7.12M +$374K +15,208 +6%
CWM
133
Congress Wealth Management
Massachusetts
$7.06M +$40.9K +1,662 +0.6%
MG
134
Mather Group
Illinois
$7.06M -$5.95K -252 -0.1%
ADL
135
Asset Dedication LLC
California
$7.05M -$157K -6,378 -2%
SS
136
Sunbelt Securities
Texas
$7.01M +$683K +27,742 +11%
AMG
137
Asset Management Group
Connecticut
$7M +$15.2K +618 +0.2%
VFIC
138
Valley Forge Investment Consultants
Pennsylvania
$6.92M +$175K +7,100 +3%
GC
139
Garde Capital
Washington
$6.9M -$322K -13,078 -4%
HPFG
140
Hart & Patterson Financial Group
Massachusetts
$6.87M -$220K -8,932 -3%
CAM
141
Cresset Asset Management
Illinois
$6.7M -$63.2K -2,568 -0.9%
PSP
142
Pacific Sage Partners
Washington
$6.57M +$14K +568 +0.2%
BIA
143
Bell Investment Advisors
California
$6.53M -$272K -11,038 -4%
BDF
144
Black Diamond Financial
Maryland
$6.51M – – –
IAN
145
Integrated Advisors Network
Texas
$6.45M +$178K +7,224 +3%
MAM
146
Marquette Asset Management
Minnesota
$6.39M -$15.9K -646 -0.2%
LA
147
LVW Advisors
New York
$6.25M +$578K +23,460 +10%
VA
148
Valmark Advisers
Ohio
$6.23M +$59.6K +2,420 +1%
SFA
149
Seneca Financial Advisors
New York
$6.13M +$1.34M +54,358 +28%
IA
150
IFS Advisors
Kansas
$6.11M -$46.3K -1,880 -0.8%
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6
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