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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,062 hedge funds and large institutions have $6.47B 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, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+18
Holders Change %
+1.72%
% of All Funds
15.36%
Holding in Top 10
59
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.72%
% of All Funds
0.85%
New
88
Increased
442
Reduced
368
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
+$39.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.4M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$18.7M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$18M
5
CA
CoreCap Advisors
Michigan
+$17.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$4.13B
2
SFC
Strategic Financial Concepts
Texas
-$114M
3
Osaic Holdings
Osaic Holdings
Arizona
-$54.3M
4
TCM
Tradewinds Capital Management
Washington
-$29.1M
5
WA
Waterford Advisors
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
501
Coastwise Capital Group
California
$897K +$50.7K +1,968 +6%
VAMG
502
Voisard Asset Management Group
Michigan
$895K -$20.4K -794 -2%
WIC
503
Woodmont Investment Counsel
Tennessee
$887K -$2.11K -82 -0.2%
IFA
504
Index Fund Advisors
California
$882K +$6.49K +252 +0.7%
RSWM
505
Robertson Stephens Wealth Management
California
$877K -$35.7K -1,386 -4%
LFG
506
Leverty Financial Group
Wisconsin
$873K +$176K +6,840 +25%
CFIA
507
Cantor Fitzgerald Investment Advisors
New York
$871K +$398K +15,454 +84%
TWP
508
Tempus Wealth Planning
California
$867K +$875 +34 +0.1%
NL
509
NWAM LLC
Washington
$862K +$862K +33,492 New
WP
510
WealthPLAN Partners
Nebraska
$859K +$8.14K +316 +1%
LTL
511
Lowery Thomas LLC
California
$858K +$16.1K +624 +2%
American Century Companies
512
American Century Companies
Missouri
$841K -$2.74M -106,218 -76%
AC
513
AlphaCore Capital
California
$810K +$670 +26 +0.1%
YIA
514
YHB Investment Advisors
Connecticut
$810K +$37.2K +1,444 +5%
FWI
515
Facet Wealth Inc
Maryland
$806K +$392K +30,634 +95%
CWA
516
Clearview Wealth Advisors
Oregon
$804K +$83.6K +3,248 +12%
BDFN
517
Bond & Devick Financial Network
Minnesota
$801K – – –
M
518
MYeCFO
California
$799K +$186K +7,220 +30%
GJIA
519
Glass Jacobson Investment Advisors
Maryland
$799K +$27.3K +1,060 +4%
CGA
520
Crescent Grove Advisors
Illinois
$797K – – –
PSIWM
521
Paradigm Strategies in Wealth Management
Minnesota
$795K -$69.5K -2,700 -8%
WCWM
522
Wooster Corthell Wealth Management
Connecticut
$789K -$252K -9,804 -24%
TCM
523
Twele Capital Management
Minnesota
$780K -$12.2K -472 -2%
SWP
524
Stratos Wealth Partners
Ohio
$779K -$907K -35,240 -54%
CAMG
525
CWA Asset Management Group
Florida
$779K +$779K +30,242 New
19 20
21
22 23