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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 %
AA
651
Aire Advisors
California
$517K – – –
CIA
652
Compass Ion Advisors
Pennsylvania
$516K -$40.1K -1,550 -7%
SRC
653
Sage Rhino Capital
California
$516K +$465 +18 +0.1%
AC
654
Addison Capital
Pennsylvania
$516K +$983 +38 +0.2%
LIA
655
LBMC Investment Advisors
Tennessee
$516K +$129 +5 +0%
EAM
656
Evanson Asset Management
California
$516K +$2.69K +104 +0.5%
CCA
657
Clarity Capital Advisors
Florida
$513K +$2.17K +84 +0.4%
TWM
658
Thrive Wealth Management
Pennsylvania
$513K +$125K +4,848 +32%
CA
659
CWC Advisors
Oregon
$510K +$3.88K +150 +0.8%
SAF
660
Smith Anglin Financial
Texas
$507K -$24.1K -933 -5%
BFA
661
Bluestem Financial Advisors
Illinois
$505K +$52 +2 +0%
MWP
662
Meridian Wealth Partners
Pennsylvania
$504K -$4.19K -162 -0.8%
TIA
663
Tiemann Investment Advisors
California
$504K -$1.55K -60 -0.3%
WCF
664
West Coast Financial
California
$504K – – –
FC
665
FCA Corp
Texas
$502K -$3.1K -120 -0.6%
CP
666
Capital Planning
Washington
$501K +$501K +19,392 New
SOS
667
Silver Oak Securities
Tennessee
$499K +$13.1K +508 +3%
PS
668
Principal Securities
Iowa
$499K +$64.4K +2,491 +15%
WAM
669
Worth Asset Management
Texas
$494K +$42.8K +1,655 +9%
Baird Financial Group
670
Baird Financial Group
Wisconsin
$490K +$20.4K +790 +4%
CCC
671
Compass Capital Corp
Massachusetts
$488K +$488K +18,887 New
TW
672
TritonPoint Wealth
Maryland
$488K +$10.4K +403 +2%
GWANC
673
Guardian Wealth Advisors (North Carolina)
North Carolina
$482K +$11.4K +439 +2%
BRWM
674
Blue Rock Wealth Management
North Carolina
$481K +$481K +18,590 New
SWM
675
Stockman Wealth Management
Montana
$480K -$12.6K -488 -3%
25 26
27
28 29