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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 %
CWG
176
Cornerstone Wealth Group
North Carolina
$5M -$41.1K -1,596 -0.8%
FCM
177
Fortis Capital Management
Washington
$4.96M -$138K -5,346 -3%
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$4.87M -$12.9K -500 -0.3%
NRI
179
NFP Retirement Inc
California
$4.86M -$1M -38,990 -17%
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$4.86M -$83.2K -3,232 -2%
BWM
181
Brown Wealth Management
Illinois
$4.86M +$293K +11,374 +6%
ECM
182
Evergreen Capital Management
Washington
$4.84M +$2.01K +78 +0%
FTS
183
Fifth Third Securities
Ohio
$4.81M -$47K -1,826 -1%
ULWM
184
Upper Left Wealth Management
Florida
$4.81M +$761K +29,760 +19%
MAS
185
Meeder Advisory Services
Ohio
$4.74M +$308K +11,964 +7%
JJBC
186
James J. Burns & Company
New York
$4.72M +$45.7K +1,774 +1%
BA
187
Ballast Advisors
Minnesota
$4.71M +$4.22K +164 +0.1%
GPA
188
Guerra Pan Advisors
New Jersey
$4.71M +$629K +24,446 +15%
C
189
CEDRUS
Colorado
$4.69M +$294K +11,404 +7%
RJA
190
Raymond James & Associates
Florida
$4.69M +$376K +14,598 +9%
NDSI
191
Newman Dignan & Sheerar Inc
Rhode Island
$4.63M +$2.34M +180,370 +102%
VNA
192
Valley National Advisers
Pennsylvania
$4.59M +$505K +19,616 +12%
IA
193
IFP Advisors
Florida
$4.58M +$271K +10,520 +6%
PAG
194
Private Advisor Group
New Jersey
$4.54M +$453K +17,620 +11%
NF
195
Nikulski Financial
Iowa
$4.54M +$65.1K +2,528 +1%
WA
196
WBH Advisory
Maryland
$4.5M -$178K -6,910 -4%
PAG
197
Powers Advisory Group
Illinois
$4.44M +$96.8K +3,758 +2%
DCM
198
Davis Capital Management
Florida
$4.43M +$132K +5,132 +3%
MWM
199
Mission Wealth Management
California
$4.26M +$308K +11,958 +8%
AIM
200
Anchor Investment Management
South Carolina
$4.25M -$25.1K -976 -0.6%
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