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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 %
CHJWM
551
Carlton Hofferkamp & Jenks Wealth Management
Texas
$775K -$787K -29,223 -50%
GFA
552
Gallagher Fiduciary Advisors
Illinois
$774K +$430K +16,623 +125%
NRG
553
Nemes Rush Group
Michigan
$750K – – –
MWP
554
Madison Wealth Partners
Wisconsin
$749K -$26.4K -1,019 -3%
BSCCG
555
Blue Sky Capital Consultants Group
California
$749K +$749K +28,945 New
TIAA Trust, National Association
556
TIAA Trust, National Association
North Carolina
$748K +$151K +5,824 +25%
WP
557
Westmount Partners
California
$737K +$267K +10,311 +57%
WCWM
558
Wooster Corthell Wealth Management
Connecticut
$733K -$59.5K -2,302 -8%
SF
559
Synovus Financial
Georgia
$732K -$570K -22,041 -44%
VAMG
560
Voisard Asset Management Group
Michigan
$726K -$173K -6,682 -19%
Vanguard Group
561
Vanguard Group
Pennsylvania
$724K +$57.3K +2,217 +9%
AFO
562
Arrowroot Family Office
California
$721K +$17.6K +682 +3%
RRA
563
Round Rock Advisors
Connecticut
$717K +$717K +27,745 New
CPL
564
CAP Partners LLC
Tennessee
$717K -$4.42K -171 -0.6%
EWM
565
Evermay Wealth Management
Virginia
$716K -$9K -348 -1%
WIM
566
WealthPlan Investment Management
Nebraska
$715K +$715K +27,661 New
ACA
567
Aspire Capital Advisors
Washington
$712K -$50.6K -1,958 -7%
AC
568
AlphaCore Capital
California
$707K -$106K -4,111 -13%
CFO
569
CVA Family Office
Colorado
$707K -$19.5K -755 -3%
LF
570
LifePlan Financial
Minnesota
$704K -$48K -1,857 -6%
BFS
571
Burkett Financial Services
South Carolina
$702K -$4.68K -181 -0.7%
JCM
572
Jacobi Capital Management
Pennsylvania
$696K -$8.17K -316 -1%
P
573
&Partners
Tennessee
$693K +$77K +2,934 +13%
LWM
574
Luminvest Wealth Management
Arizona
$693K +$26.3K +1,018 +4%
SFG
575
SNS Financial Group
Minnesota
$690K -$67.9K -2,624 -9%
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