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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 %
KPWS
676
Kestra Private Wealth Services
Texas
$479K +$957 +37 +0.2%
KOC
677
Koss-Olinger Consulting
Florida
$479K -$1.76K -68 -0.4%
BA
678
Bridgewater Advisors
New York
$477K -$525K -20,332 -52%
DFA
679
DHK Financial Advisors
New Hampshire
$474K -$130K -5,021 -22%
RWM
680
Rialto Wealth Management
New York
$473K +$473K +18,285 New
LJAC
681
L.J. Altfest & Co
New York
$471K +$64.1K +2,480 +16%
QCM
682
QRG Capital Management
Illinois
$469K +$92.7K +3,583 +25%
WW
683
Waterfront Wealth
Kansas
$468K -$468K -18,104 -50%
LIA
684
Lynx Investment Advisory
District of Columbia
$466K -$16.7K -647 -3%
FAG
685
Fortitude Advisory Group
Washington
$463K +$7.01K +271 +2%
PFBT
686
Parkside Financial Bank & Trust
Missouri
$463K -$3.75K -145 -0.8%
CAG
687
Curtis Advisory Group
California
$461K -$20.4K -790 -4%
TP
688
Tranquility Partners
Tennessee
$460K – – –
VC
689
Veery Capital
Delaware
$458K -$2M -77,310 -81%
MA
690
MONECO Advisors
Connecticut
$455K +$56.7K +2,193 +14%
GVAG
691
Great Valley Advisor Group
Delaware
$452K +$61.7K +2,386 +16%
EI
692
Ellevest Inc
New York
$452K +$3.31K +128 +0.7%
TWA
693
Trellis Wealth Advisors
California
$450K – – –
EK
694
Evensky & Katz
Florida
$449K +$1.27K +49 +0.3%
GWM
695
Gray Wealth Management
Maine
$447K +$25.9K +1,000 +6%
AGWCA
696
Annis Gardner Whiting Capital Advisors
Florida
$447K -$25.7K -995 -5%
SFG
697
Sovereign Financial Group
Connecticut
$447K +$26.5K +1,023 +6%
RWA
698
River Wealth Advisors
Pennsylvania
$446K +$62.7K +2,426 +16%
Fisher Asset Management
699
Fisher Asset Management
Washington
$445K +$105K +4,046 +31%
PI
700
PFG Investments
New York
$445K +$445K +17,200 New
26 27
28
29 30