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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 %
MIM
1051
Macroview Investment Management
Maryland
$763 – – –
PFG
1052
Peterson Financial Group
Iowa
$620 +$620 +24 New
MFG
1053
Mendota Financial Group
Wisconsin
$618 – – –
GSEP
1054
Golden State Equity Partners
California
$566 +$566 +22 New
GTAM
1055
Global Trust Asset Management
Florida
$412 – – –
BGAI
1056
Bruce G. Allen Investments
Colorado
$412 – – –
AWM
1057
Atticus Wealth Management
Florida
$108 – – –
NC
1058
NewSquare Capital
Pennsylvania
$103 – – –
RWM
1059
Reston Wealth Management
Virginia
$55 +$55 +2 New
BL
1060
Balentine LLC
Georgia
$52 – – –
TPCW
1061
TD Private Client Wealth
New York
$51 +$51 +2 New
FM
1062
Family Management
New York
$21 -$19 – –
Charles Schwab
1063
Charles Schwab
California
– -$4.13B -174,121,420 Closed
WA
1064
Waterford Advisors
New York
– -$14.2M -598,562 Closed
VWM
1065
VCI Wealth Management
Missouri
– -$10.1M -423,706 Closed
DB
1066
Dravo Bay
Delaware
– -$7.73M -325,778 Closed
FVWA
1067
Foster Victor Wealth Advisors
South Carolina
– -$4.45M -172,410 Closed
Citadel Advisors
1068
Citadel Advisors
Florida
– -$2.87M -120,966 Closed
PWA
1069
Pillar Wealth Advisors
Pennsylvania
– -$1.11M -46,912 Closed
TRCT
1070
Tower Research Capital (TRC)
New York
– -$1.08M -45,392 Closed
Northern Trust
1071
Northern Trust
Illinois
– -$1.07M -45,032 Closed
Principal Financial Group
1072
Principal Financial Group
Iowa
– -$1.07M -44,946 Closed
CFG
1073
Cooper Financial Group
California
– -$929K -39,158 Closed
Renaissance Technologies
1074
Renaissance Technologies
New York
– -$811K -34,200 Closed
PWM
1075
Prosperity Wealth Management
California
– -$716K -30,170 Closed
41 42
43
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