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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.

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

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SFC
2
Strategic Financial Concepts
Texas
$2.29M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$37.2M
4
TCM
4
Tradewinds Capital Management
Washington
$2.66M
5
WA
5
Waterford Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$30.3M +$1.62M +63,526 +6%
RWM
27
RKL Wealth Management
Pennsylvania
$29.9M -$906K -35,192 -3%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$29M +$21.4M +831,834 +284%
MAG
29
Mokosak Advisory Group
Iowa
$28.5M +$1.23M +47,778 +5%
SFS
30
Summit Financial Strategies
Ohio
$28.4M +$1.63M +63,430 +6%
LWMT
31
Legacy Wealth Management (Tennessee)
Tennessee
$28.4M -$374K -14,516 -1%
Ameriprise
32
Ameriprise
Minnesota
$27M +$969K +37,638 +4%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$24.2M +$1.33M +51,622 +6%
FIA
34
Foundations Investment Advisors
Arizona
$23.6M +$1.69M +65,510 +8%
BPA
35
Beacon Pointe Advisors
California
$23.4M -$1.58M -61,402 -6%
Wells Fargo
36
Wells Fargo
California
$23.3M +$568K +22,076 +3%
BWA
37
BlueSky Wealth Advisors
North Carolina
$22.8M +$1.25M +48,368 +6%
KAS
38
Kestra Advisory Services
Texas
$22.7M -$905K -35,146 -4%
FIBT
39
First International Bank & Trust
North Dakota
$22.1M -$167K -6,492 -0.8%
KBFS
40
Kohmann Bosshard Financial Services
Ohio
$22M +$1.76M +68,250 +9%
NFW
41
Noble Family Wealth
Florida
$21.9M +$194K +7,526 +0.9%
FI
42
FIDELIS iM
Oregon
$21.6M +$816K +31,678 +4%
FWM
43
ForthRight Wealth Management
Georgia
$20.8M +$559K +21,712 +3%
MFGP
44
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.2M -$255K -9,902 -1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$20.1M +$602K +23,396 +3%
SA
46
Sanctuary Advisors
Indiana
$19.7M +$13.6M +977,938 +226%
DAS
47
Dynamic Advisor Solutions
Arizona
$19.6M -$1.27M -49,274 -6%
SFP
48
Strategic Financial Planning
Texas
$19M -$584K -22,682 -3%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$19M +$369K +14,316 +2%
VWA
50
Visionary Wealth Advisors
Illinois
$17.8M -$782K -30,384 -4%
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