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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.14B 22,130,398 +31,711 +0.1%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$633M 12,298,227 +348,995 +3%
SEI Investments
3
SEI Investments
Pennsylvania
$377M 7,320,867 -38,591 -0.5%
Goldman Sachs
4
Goldman Sachs
New York
$138M 2,683,418 +22,309 +0.8%
Financial Engines Advisors
5
Financial Engines Advisors
California
$134M 2,626,011 +38,298 +1%
Creative Planning
6
Creative Planning
Kansas
$120M 2,333,310 -32,203 -1%
Cerity Partners
7
Cerity Partners
New York
$116M 2,260,557 +321,166 +17%
AA
8
Advisory Alpha
Michigan
$111M 2,159,419 +67,987 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$103M 1,993,825 -232,426 -10%
UBS Group
10
UBS Group
Switzerland
$91.5M 1,776,518 +44,197 +3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$81.3M 1,578,689 +51,710 +3%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$76.4M 2,992,324 +1,533,638 +105%
Mariner
13
Mariner
Kansas
$74.9M 1,454,287 +9,060 +0.6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$72.4M 1,406,613 +2,696 +0.2%
HighTower Advisors
15
HighTower Advisors
Illinois
$65.1M 1,262,250 -115,660 -8%
Morgan Stanley
16
Morgan Stanley
New York
$59.5M 1,156,039 +3,101 +0.3%
LPL Financial
17
LPL Financial
California
$58M 1,127,132 -52,251 -4%
MW
18
Marcum Wealth
Ohio
$57M 1,106,494 -20,213 -2%
SC
19
Savant Capital
Illinois
$52.8M 1,024,416 -83,862 -8%
RRWA
20
Rainey & Randall Wealth Advisors
Florida
$42.9M 832,280 -23,272 -3%
SCM
21
Steele Capital Management
Iowa
$41.3M 800,413 +82,366 +11%
Osaic Holdings
22
Osaic Holdings
Arizona
$37.2M 722,139 -1,054,378 -59%
MGIA
23
Moneta Group Investment Advisors
Missouri
$36.5M 1,417,477 +726,804 +105%
GAM
24
Gemmer Asset Management
California
$34.9M 678,464 +7,914 +1%
KFC
25
Klingenstein Fields & Co
New York
$34.2M 663,482 -31,526 -5%
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