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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.

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
1
Bank of America
North Carolina
$1.05B
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.76B
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$18M
4
TCM
4
TruNorth Capital Management
Michigan
$14.7M
5
FIBT
5
First International Bank & Trust
North Dakota
$21.1M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$94.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.8M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$363M
5
Charles Schwab
5
Charles Schwab
California
$424M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.76B 76,381,367 +1,743,851 +2%
Bank of America
2
Bank of America
North Carolina
$1.05B 21,329,867 +11,538,151 +118%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$580M 11,786,207 -467,190 -4%
Charles Schwab
4
Charles Schwab
California
$424M 8,609,629 -503,834 -6%
SEI Investments
5
SEI Investments
Pennsylvania
$363M 7,373,640 -517,527 -7%
Goldman Sachs
6
Goldman Sachs
New York
$173M 3,512,301 -168,660 -5%
Financial Engines Advisors
7
Financial Engines Advisors
California
$129M 2,610,072 -43,374 -2%
Creative Planning
8
Creative Planning
Kansas
$119M 2,419,539 -93,193 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$109M 2,210,392 -63,746 -3%
AA
10
Advisory Alpha
Michigan
$99.6M 2,022,618 -76,442 -4%
Cerity Partners
11
Cerity Partners
New York
$94.1M 1,911,857 -14,848,572 -89%
Osaic Holdings
12
Osaic Holdings
Arizona
$87.5M 1,776,047 +6,969 +0.4%
UBS Group
13
UBS Group
Switzerland
$83.1M 1,688,398 -69,477 -4%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$76.1M 1,456,041 -36,581 -2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$75.2M 1,526,643 +45,642 +3%
Mariner
16
Mariner
Kansas
$69.8M 1,417,348 -71,715 -5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$68.7M 1,394,441 +104,649 +8%
HighTower Advisors
18
HighTower Advisors
Illinois
$67.6M 1,374,291 +51,304 +4%
LPL Financial
19
LPL Financial
California
$60.1M 1,220,574 +65,406 +6%
Morgan Stanley
20
Morgan Stanley
New York
$58.8M 1,193,150 -1,263,208 -51%
MW
21
Marcum Wealth
Ohio
$57.2M 1,161,010 -26,195 -2%
SC
22
Savant Capital
Illinois
$56.9M 1,154,820 -25,016 -2%
RRWA
23
Rainey & Randall Wealth Advisors
Florida
$41.6M 845,371 +12,794 +2%
SCM
24
Steele Capital Management
Iowa
$35.5M 720,160 -5,471 -0.8%
KFC
25
Klingenstein Fields & Co
New York
$34.9M 709,144 -19,427 -3%
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