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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,155 hedge funds and large institutions have $11B invested in Schwab U.S Small- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 413 increasing their positions, 451 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+93
Holders Change %
+8.76%
% of All Funds
15.37%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.89%
New
164
Increased
413
Reduced
451
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$19.1M
4
WA
Waterford Advisors
New York
+$16.2M
5
TCM
Tradewinds Capital Management
Washington
+$11.7M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$576M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$92.7M
3
Goldman Sachs
Goldman Sachs
New York
-$63.3M
4
MGIA
Moneta Group Investment Advisors
Missouri
-$36.2M
5
SA
Sanctuary Advisors
Indiana
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
526
Tempus Wealth Planning
California
$886K +$15.4K +595 +2%
RSWM
527
Robertson Stephens Wealth Management
California
$885K +$4.45K +172 +0.5%
LTL
528
Lowery Thomas LLC
California
$876K +$14.8K +572 +2%
VCM
529
Virtue Capital Management
Tennessee
$871K -$38K -1,470 -4%
BBA
530
BLB&B Advisors
Pennsylvania
$870K -$166K -6,403 -16%
NL
531
NWAM LLC
Washington
$863K -$3.31K -128 -0.4%
CFIA
532
Cantor Fitzgerald Investment Advisors
New York
$861K -$13.8K -532 -2%
WAG
533
Windsor Advisory Group
Ohio
$855K +$855K +33,069 New
PWM
534
Pinnacle Wealth Management
California
$841K +$191K +7,374 +29%
CWA
535
Clearview Wealth Advisors
Oregon
$816K +$9.1K +352 +1%
FWI
536
Facet Wealth Inc
Maryland
$812K -$863K -32,397 -52%
TCM
537
Twele Capital Management
Minnesota
$802K +$19.1K +739 +2%
GJIA
538
Glass Jacobson Investment Advisors
Maryland
$802K -$517 -20 -0.1%
BDFN
539
Bond & Devick Financial Network
Minnesota
$801K -$801K -15,561 -50%
CGA
540
Crescent Grove Advisors
Illinois
$800K -$724 -28 -0.1%
ASN
541
Advisory Services Network
Georgia
$798K +$3.62K +140 +0.5%
SG
542
StoneX Group
New York
$796K +$796K +30,769 New
PSIWM
543
Paradigm Strategies in Wealth Management
Minnesota
$793K -$5.79K -224 -0.7%
APSI
544
Asset Planning Services Inc
Louisiana
$792K +$14.2K +550 +2%
VCWA
545
Vanguard Capital Wealth Advisors
Colorado
$792K +$103K +3,978 +15%
FWA
546
FSM Wealth Advisors
Ohio
$789K +$65.6K +2,481 +9%
YIA
547
YHB Investment Advisors
Connecticut
$788K -$24.9K -963 -3%
PCM
548
Parsons Capital Management
Rhode Island
$786K +$19.2K +741 +2%
CAMG
549
CWA Asset Management Group
Florida
$782K -$259 -10 -0%
PAS
550
Park Avenue Securities
New York
$776K +$199K +7,701 +35%
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