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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 $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 407 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.12%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.91%
New
72
Increased
407
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
+$568M
2
CSIA
Charles Schwab Investment Advisory
California
+$85.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.9M
4
FIBT
First International Bank & Trust
North Dakota
+$13.4M
5
CRC
Curi RMB Capital
Illinois
+$13.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$731M
2
Morgan Stanley
Morgan Stanley
New York
-$62.2M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.3M
4
SEI Investments
SEI Investments
Pennsylvania
-$25.5M
5
Charles Schwab
Charles Schwab
California
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
201
Copperwynd Financial
Arizona
$4.3M +$322K +13,066 +8%
BWM
202
Brown Wealth Management
Illinois
$4.28M -$10.1K -412 -0.2%
NF
203
Nikulski Financial
Iowa
$4.26M +$19.5K +792 +0.5%
PP
204
PrairieView Partners
Minnesota
$4.17M -$122K -4,952 -3%
DCM
205
Davis Capital Management
Florida
$4.08M +$57.6K +2,362 +1%
IA
206
IFP Advisors
Florida
$4.08M -$438K -17,810 -10%
FVWA
207
Foster Victor Wealth Advisors
South Carolina
$4.05M -$96.5K -4,066 -2%
GPFA
208
Game Plan Financial Advisors
Ohio
$4.04M +$559K +22,690 +16%
ULWM
209
Upper Left Wealth Management
Florida
$4.03M -$246K -9,996 -6%
MWM
210
Mission Wealth Management
California
$4.01M +$257K +10,422 +7%
CWM
211
Chesapeake Wealth Management
Virginia
$3.96M -$72.6K -2,948 -2%
GSIS
212
Global Strategic Investment Solutions
Arizona
$3.93M -$1.45M -58,898 -27%
VNA
213
Valley National Advisers
Pennsylvania
$3.93M +$418K +16,994 +12%
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$3.93M -$1.14M -46,172 -22%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$3.92M +$775K +31,490 +25%
PAG
216
Powers Advisory Group
Illinois
$3.89M +$140K +5,670 +4%
ECM
217
Exchange Capital Management
Michigan
$3.87M -$762K -30,950 -16%
DI
218
Diligent Investors
California
$3.86M -$107K -4,362 -3%
CFA
219
Cahill Financial Advisors
Minnesota
$3.85M +$95.8K +3,890 +3%
Bank of New York Mellon
220
Bank of New York Mellon
New York
$3.85M +$1.21M +48,990 +46%
EFG
221
Embree Financial Group
Illinois
$3.84M +$11.1K +450 +0.3%
AI
222
Atria Investments
North Carolina
$3.8M +$647K +26,288 +21%
CIC
223
Cutler Investment Counsel
Oregon
$3.77M +$473K +19,200 +14%
RWP
224
RWA Wealth Partners
Massachusetts
$3.68M +$591 +24 +0%
Lido Advisors
225
Lido Advisors
California
$3.66M +$3.35M +136,190 +1,077%
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