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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 %
GC
151
Garde Capital
Washington
$6.07M -$580K -24,436 -9%
IA
152
IFS Advisors
Kansas
$6.07M +$179K +7,564 +3%
GCP
153
Gill Capital Partners
Colorado
$5.92M +$115K +4,860 +2%
HFS
154
Horizon Financial Services
North Carolina
$5.87M +$215K +9,056 +4%
FF
155
Friedenthal Financial
New Jersey
$5.76M +$56.9K +2,398 +1%
TC
156
TownSquare Capital
Utah
$5.76M +$123K +5,190 +2%
BIA
157
Bell Investment Advisors
California
$5.58M -$712K -30,004 -11%
ATWA
158
Arbor Trust Wealth Advisors
Michigan
$5.56M +$194K +8,166 +4%
OWM
159
Orgel Wealth Management
Wisconsin
$5.49M -$67K -2,826 -1%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$5.45M +$1.25M +52,660 +30%
NRI
161
NFP Retirement Inc
California
$5.4M -$229K -9,632 -4%
DW
162
Dodds Wealth
Colorado
$5.39M +$217K +9,254 +4%
FPCP
163
Fort Point Capital Partners
California
$5.35M +$463K +19,518 +9%
PS
164
Planned Solutions
California
$5.32M +$9.82K +414 +0.2%
CF
165
Copperwynd Financial
Arizona
$5.3M +$807K +31,370 +18%
TYCC
166
Texas Yale Capital Corp
Florida
$5.24M +$2.56K +108 +0%
AFP
167
Ausdal Financial Partners
Iowa
$5.23M +$45.6K +1,920 +0.9%
KCPG
168
Kavar Capital Partners Group
Kansas
$5.19M +$16.3K +686 +0.3%
GWM
169
Geneos Wealth Management
Colorado
$5.15M +$114K +4,808 +2%
MBI
170
May Barnhard Investments
Maryland
$5.15M +$58.4K +2,462 +1%
CFGSD
171
Compass Financial Group (South Dakota)
South Dakota
$5.13M +$590K +24,858 +13%
MWM
172
Modera Wealth Management
New Jersey
$5.1M +$27K +1,136 +0.5%
CWA
173
Carolina Wealth Advisors
South Carolina
$5.1M +$426K +17,976 +9%
PWM
174
Provident Wealth Management
Tennessee
$5.1M +$359K +15,136 +8%
MCM
175
MAI Capital Management
Ohio
$5.1M -$109K -4,594 -2%
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