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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 %
BCM
351
Barden Capital Management
Texas
$1.77M +$110K +4,258 +7%
SP
352
SWS Partners
Ohio
$1.76M -$89.1K -3,462 -5%
KF
353
Krilogy Financial
Missouri
$1.75M -$26.5K -1,030 -1%
MPCA
354
Madison Park Capital Advisors
Washington
$1.73M -$38K -1,476 -2%
DSC
355
Duncker Streett & Co
Missouri
$1.73M -$52.3K -2,032 -3%
CAL
356
Capital Analysts LLC
Pennsylvania
$1.73M +$69.3K +2,692 +4%
AWM
357
Abound Wealth Management
Tennessee
$1.71M +$9.06K +352 +0.5%
NCM
358
Northwest Capital Management
Oregon
$1.7M +$52.2K +2,026 +3%
GFP
359
Guardian Financial Partners
California
$1.67M +$125K +4,862 +8%
LC
360
LTG Capital
Massachusetts
$1.66M +$6.23K +242 +0.4%
GRP
361
Global Retirement Partners
California
$1.66M -$43.5K -1,690 -3%
OPWM
362
Oakwell Private Wealth Management
Texas
$1.65M -$127K -4,930 -7%
AIA
363
Arcadia Investment Advisors
Idaho
$1.64M -$4.17K -162 -0.3%
HWMG
364
Hurlow Wealth Management Group
Indiana
$1.62M -$93.8K -3,644 -5%
FA
365
Financial Advisors
Massachusetts
$1.62M +$10.4K +404 +0.6%
CFS
366
CRA Financial Services
New Jersey
$1.61M -$39.3K -1,528 -2%
AGC
367
Aspen Grove Capital
Colorado
$1.61M -$18.6K -722 -1%
EWA
368
Exencial Wealth Advisors
Oklahoma
$1.6M -$120K -4,664 -7%
WPA
369
West Paces Advisors
Georgia
$1.6M -$37.2K -1,446 -2%
SAI
370
Savvy Advisors Inc
New York
$1.59M +$195K +7,560 +14%
Susquehanna International Group
371
Susquehanna International Group
Pennsylvania
$1.58M -$1.57M -61,080 -50%
SIG
372
Spinnaker Investment Group
California
$1.58M -$26.2K -1,018 -2%
CIA
373
Cape Investment Advisory
Georgia
$1.57M -$27.1K -1,054 -2%
RWA
374
Redhawk Wealth Advisors
Minnesota
$1.56M -$23.4K -908 -1%
SEM
375
Strategic Equity Management
Arizona
$1.55M +$781K +30,336 +101%
13 14
15
16 17