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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 %
HR
626
Howe & Rusling
New York
$568K +$1.63K +63 +0.3%
ACM
627
Armbruster Capital Management
New York
$567K -$1.03K -40 -0.2%
LIWM
628
Long Island Wealth Management
New York
$567K +$1.55K +60 +0.3%
MCCA
629
Mill Creek Capital Advisors
Pennsylvania
$567K – – –
PSP
630
Pacific Sage Partners
Washington
$566K -$64.4K -2,491 -10%
AL
631
ACAS LLC
California
$562K +$3.56K +132 +0.6%
LFAS
632
Level Four Advisory Services
Texas
$560K -$619K -23,952 -53%
AWA
633
Acorn Wealth Advisors
Michigan
$554K -$34.1K -1,320 -6%
CA
634
Capital Advantage
California
$552K -$39.7K -1,537 -7%
BI
635
Berkeley Inc
Idaho
$550K -$560K -21,663 -50%
BIA
636
Bigelow Investment Advisors
Maine
$547K -$30K -1,162 -5%
GT
637
Glenmede Trust
Pennsylvania
$546K +$495K +19,156 +969%
ZF
638
Zhang Financial
Michigan
$543K -$30.6K -1,184 -5%
CMAI
639
Capital Management Associates Inc
Minnesota
$543K +$20.2K +783 +4%
MCM
640
Mitchell Capital Management
Kansas
$539K -$16.9K -654 -3%
JWM
641
JPL Wealth Management
Colorado
$536K +$536K +20,732 New
Chevy Chase Trust
642
Chevy Chase Trust
Maryland
$534K -$37.1K -1,435 -6%
KP
643
Keel Point
Alabama
$532K -$3.78K -146 -0.7%
CW
644
Cooksen Wealth
Texas
$532K -$86.6K -3,350 -14%
BEI
645
Benjamin Edwards Inc
Missouri
$532K -$17.9K -691 -3%
TAM
646
Townsend Asset Management
North Carolina
$530K +$129 +5 +0%
CWA
647
Cornerstone Wealth Advisors
Minnesota
$529K -$25.3K -979 -5%
MOS
648
MGO One Seven
Ohio
$528K -$18.9K -731 -3%
CFD
649
Creative Financial Designs
Indiana
$526K -$49.2K -1,903 -9%
PD
650
Planning Directions
Pennsylvania
$525K +$2.51K +97 +0.5%
24 25
26
27 28