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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 %
QWM
776
Quadcap Wealth Management
Texas
$298K -$376K -14,606 -56%
WG
777
Wealth Group
North Carolina
$298K +$15.6K +606 +6%
ECG
778
Edge Capital Group
Georgia
$297K – – –
SSWM
779
Smith Salley Wealth Management
North Carolina
$297K +$297K +11,518 New
WHCFA
780
William Howard & Co Financial Advisors
Tennessee
$295K +$1.96K +76 +0.7%
EW
781
Evoke Wealth
California
$294K +$294K +11,410 New
VHAM
782
Van Hulzen Asset Management
California
$291K +$32.8K +1,272 +13%
FTDI
783
First Trust Direct Indexing
Massachusetts
$290K +$31.4K +1,218 +12%
KWS
784
Keystone Wealth Services
California
$289K -$1.65K -64 -0.6%
LF
785
LifeSteps Financial
California
$289K +$155 +6 +0.1%
PTB
786
Pioneer Trust Bank
Oregon
$288K – – –
HCP
787
Hexagon Capital Partners
Arkansas
$288K +$3.91K +152 +1%
BWP
788
BSW Wealth Partners
Colorado
$285K -$15.7K -610 -5%
FCC
789
Flower City Capital
New York
$283K -$4.22K -164 -1%
AFA
790
Alpha Financial Advisors
North Carolina
$283K – – –
CWM
791
Castle Wealth Management
Florida
$283K – – –
VF
792
Vawter Financial
Ohio
$281K – – –
EWM
793
Executive Wealth Management
Michigan
$278K +$278K +10,802 New
LNWWM
794
Laird Norton Wetherby Wealth Management
California
$275K -$78.9K -3,064 -22%
CFP
795
Cascade Financial Partners
California
$272K +$135K +10,482 +99%
B
796
Birchbrook
Maine
$271K – – –
SAM
797
SignalPoint Asset Management
Missouri
$270K +$20K +780 +8%
CWP
798
Core Wealth Partners
California
$269K +$269K +10,448 New
HWA
799
Heartwood Wealth Advisors
Virginia
$269K – – –
PCS
800
Private Client Services
Kentucky
$268K +$268K +10,398 New
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