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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.

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
1
Charles Schwab
California
$4.13B
2
Bank of America
2
Bank of America
North Carolina
$1.05B
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$19.9M
5
KAS
5
Kestra Advisory Services
Texas
$21.5M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$126M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$14M
4
JWM
4
Janiczek Wealth Management
Colorado
$1.83M
5
CA
5
CoreCap Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$4.13B 87,060,710 +78,451,081 +911%
Bank of America
2
Bank of America
North Carolina
$1.05B 22,098,687 +768,820 +4%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$567M 11,949,232 +163,025 +1%
SEI Investments
4
SEI Investments
Pennsylvania
$349M 7,359,458 -14,182 -0.2%
Goldman Sachs
5
Goldman Sachs
New York
$126M 2,661,109 -851,192 -24%
Financial Engines Advisors
6
Financial Engines Advisors
California
$123M 2,587,713 -22,359 -0.9%
Creative Planning
7
Creative Planning
Kansas
$112M 2,365,513 -54,026 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$106M 2,226,251 +15,859 +0.7%
AA
9
Advisory Alpha
Michigan
$99.2M 2,091,432 +68,814 +3%
Cerity Partners
10
Cerity Partners
New York
$92M 1,939,391 +27,534 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$84.3M 1,776,517 +470 +0%
UBS Group
12
UBS Group
Switzerland
$82.2M 1,732,321 +43,923 +3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$72.5M 1,526,979 +132,538 +10%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$69.2M 1,458,686 +2,645 +0.2%
Mariner
15
Mariner
Kansas
$68.6M 1,445,227 +27,879 +2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$66.6M 1,403,917 -122,726 -8%
HighTower Advisors
17
HighTower Advisors
Illinois
$65.3M 1,377,910 +3,619 +0.3%
LPL Financial
18
LPL Financial
California
$56M 1,179,383 -41,191 -3%
Morgan Stanley
19
Morgan Stanley
New York
$54.7M 1,152,938 -40,212 -3%
MW
20
Marcum Wealth
Ohio
$53.5M 1,126,707 -34,303 -3%
SC
21
Savant Capital
Illinois
$52.6M 1,108,278 -46,542 -4%
RRWA
22
Rainey & Randall Wealth Advisors
Florida
$40.7M 855,552 +10,181 +1%
SCM
23
Steele Capital Management
Iowa
$34.2M 718,047 -2,113 -0.3%
KFC
24
Klingenstein Fields & Co
New York
$33M 695,008 -14,136 -2%
MGIA
25
Moneta Group Investment Advisors
Missouri
$32.8M 690,673 +5,539 +0.8%
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