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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
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 %
MFC
126
Morris Financial Concepts
South Carolina
$7.41M +$184K +7,142 +3%
ACM
127
Advisors Capital Management
New Jersey
$7.33M -$793K -30,802 -10%
BDF
128
Black Diamond Financial
Maryland
$7.27M -$201K -7,796 -3%
VFIC
129
Valley Forge Investment Consultants
Pennsylvania
$7.22M +$43.6K +1,694 +0.6%
VCM
130
Vivaldi Capital Management
Illinois
$7.19M +$3.85M +149,508 +115%
BFG
131
Bleakley Financial Group
New Jersey
$7.04M -$824K -31,994 -10%
GWM
132
Geneos Wealth Management
Colorado
$7M +$1.4M +54,462 +25%
ADL
133
Asset Dedication LLC
California
$6.95M -$137K -5,302 -2%
HPFG
134
Hart & Patterson Financial Group
Massachusetts
$6.93M -$208K -8,078 -3%
Stifel Financial
135
Stifel Financial
Missouri
$6.9M +$108K +4,192 +2%
AMG
136
Asset Management Group
Connecticut
$6.89M -$393K -15,244 -5%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$6.81M +$1.62M +62,808 +31%
IAN
138
Integrated Advisors Network
Texas
$6.74M +$49.8K +1,934 +0.7%
TC
139
TownSquare Capital
Utah
$6.68M +$434K +16,836 +7%
MAM
140
Marquette Asset Management
Minnesota
$6.67M -$14.5K -564 -0.2%
IA
141
IFS Advisors
Kansas
$6.63M +$45.4K +1,764 +0.7%
BIA
142
Bell Investment Advisors
California
$6.59M +$534K +20,728 +9%
HFS
143
Horizon Financial Services
North Carolina
$6.58M +$209K +8,130 +3%
GCP
144
Gill Capital Partners
Colorado
$6.41M -$15.3K -594 -0.2%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$6.36M -$4.55M -176,812 -42%
FF
146
Friedenthal Financial
New Jersey
$6.3M +$47.4K +1,840 +0.8%
MI
147
Moneywise Inc
Virginia
$6.3M -$4.01M -155,836 -39%
MBI
148
May Barnhard Investments
Maryland
$6.25M +$658K +25,572 +12%
AWE
149
Avidian Wealth Enterprises
Texas
$6.2M +$1.78M +69,022 +40%
GC
150
Garde Capital
Washington
$6.09M -$499K -19,396 -8%
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6
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