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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,061 hedge funds and large institutions have $6.46B invested in Schwab U.S Small- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 442 increasing their positions, 367 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+18
Holders Change %
+1.73%
% of All Funds
15.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.84%
New
88
Increased
442
Reduced
367
Closed
59
Calls
$2.76M
Puts
$294K
Net Calls
+$2.47M
Net Calls Change
+$1.88M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$76.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$29M
3
MGIA
Moneta Group Investment Advisors
Missouri
$36.5M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$633M
5
CA
CoreCap Advisors
Michigan
$17.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
SFC
Strategic Financial Concepts
Texas
$2.29M
3
Osaic Holdings
Osaic Holdings
Arizona
$37.2M
4
TCM
Tradewinds Capital Management
Washington
$2.66M
5
WA
Waterford Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
251
WR Wealth Planners
Missouri
$3.14M +$3.1M +120,284 +7,760%
PFWA
252
Paces Ferry Wealth Advisors
Georgia
$3.12M -$19.9K -774 -0.6%
BP
253
Broadleaf Partners
Ohio
$3.09M +$4.07K +158 +0.1%
SM
254
Sensible Money
Arizona
$3.06M -$978 -38 -0%
Comerica Bank
255
Comerica Bank
Texas
$3.05M -$457K -17,758 -13%
EWA
256
EP Wealth Advisors
California
$3.03M +$241K +9,368 +9%
GG
257
Gleason Group
Kentucky
$3.02M +$65.6K +2,548 +2%
PFM
258
Phillips Financial Management
Indiana
$3.01M +$87.4K +3,394 +3%
VCM
259
Vision Capital Management
Oregon
$2.99M -$23.6K -916 -0.8%
SAM
260
Smithbridge Asset Management
Pennsylvania
$2.98M -$36.6K -1,420 -1%
EW
261
Element Wealth
Mississippi
$2.93M -$38.8K -1,506 -1%
VA
262
Valmark Advisers
Ohio
$2.93M -$33.4K -1,298 -1%
HG
263
Harbor Group
New Hampshire
$2.93M -$266K -10,336 -8%
PA
264
Pinnacle Associates
New York
$2.9M +$144K +6,112 +5%
LIM
265
Leavell Investment Management
Alabama
$2.88M -$329K -12,768 -10%
SEIA
266
Signature Estate & Investment Advisors
California
$2.88M +$92K +3,572 +3%
ACM
267
Arcataur Capital Management
Wisconsin
$2.86M -$4.22K -164 -0.1%
LCM
268
Liberty Capital Management
Michigan
$2.86M +$510K +19,790 +22%
BWM
269
BNC Wealth Management
Oregon
$2.85M +$2.34M +90,762 +453%
TFF
270
The Family Firm
Maryland
$2.85M +$40.7K +1,580 +1%
NFG
271
Northeast Financial Group
Pennsylvania
$2.83M +$710K +27,576 +33%
AWM
272
Apollon Wealth Management
South Carolina
$2.83M -$1.84M -71,462 -39%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$2.83M -$2.06K -80 -0.1%
GAM
274
Garrison Asset Management
Arkansas
$2.78M -$309 -12 -0%
LFG
275
Larson Financial Group
Missouri
$2.77M -$141K -5,472 -5%
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