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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 %
CF
1076
Centaurus Financial
California
– -$696K -29,322 Closed
FAM
1077
Formidable Asset Management
Ohio
– -$548K -23,096 Closed
IC
1078
Iconiq Capital
California
– -$471K -19,832 Closed
AWA
1079
Arete Wealth Advisors
Illinois
– -$450K -19,072 Closed
AAIM
1080
Asset Advisors Investment Management
Georgia
– -$447K -18,834 Closed
Tudor Investment Corp
1081
Tudor Investment Corp
Connecticut
– -$414K -17,458 Closed
SGI
1082
Summit Global Investments
Utah
– -$400K -16,840 Closed
ACMA
1083
Arbor Capital Management (Alaska)
Alaska
– -$340K -14,468 Closed
WCM
1084
Wealthcare Capital Management
Virginia
– -$339K -14,272 Closed
PWG
1085
Portside Wealth Group
Utah
– -$335K -14,130 Closed
CP
1086
Capital Planning
Washington
– -$285K -11,960 Closed
SAG
1087
SageView Advisory Group
California
– -$281K -11,840 Closed
CP
1088
Camelot Portfolios
Ohio
– -$272K -11,450 Closed
PWM
1089
Power Wealth Management
Georgia
– -$271K -11,442 Closed
AL
1090
Aspiriant LLC
California
– -$267K -11,246 Closed
AA
1091
Alesco Advisors
New York
– -$257K -10,846 Closed
FG
1092
Fiduciary Group
Georgia
– -$213K -8,976 Closed
CPRC
1093
Consolidated Portfolio Review Corp
New York
– -$204K -8,600 Closed
MW
1094
Maia Wealth
Colorado
– -$213K -8,488 Closed
ATPW
1095
Ashton Thomas Private Wealth
Arizona
– -$97.9K -4,126 Closed
CSWG
1096
Cardinal Strategic Wealth Guidance
Kentucky
– -$95.4K -4,020 Closed
RIA
1097
Realta Investment Advisors
Delaware
– -$92.9K -3,916 Closed
CC
1098
Cultivar Capital
Texas
– -$56.9K -2,400 Closed
GBT
1099
Grove Bank & Trust
Florida
– -$49.3K -2,080 Closed
TWP
1100
Triad Wealth Partners
Kansas
– -$36.4K -1,536 Closed
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