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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 %
BTI
726
Blue Trust Inc
Georgia
$403K +$264K +10,216 +191%
VBFG
727
Vishria Bird Financial Group
Tennessee
$401K – – –
FHB
728
First Hawaiian Bank
Hawaii
$400K – – –
PWP
729
Principle Wealth Partners
Connecticut
$400K +$8.66K +335 +2%
SFG
730
Stonebridge Financial Group
Pennsylvania
$400K +$400K +15,454 New
FWS
731
FinDec Wealth Services
California
$398K -$534K -20,654 -57%
FCA
732
FLC Capital Advisors
California
$397K -$32K -1,238 -7%
KLI
733
Kelman-Lazarov Inc
Tennessee
$396K – – –
PRI
734
Prepared Retirement Institute
Pennsylvania
$394K -$45.3K -1,750 -10%
BFC
735
Bedel Financial Consulting
Indiana
$394K +$512 +19 +0.1%
FVIM
736
Fort Vancouver Investment Management
Washington
$393K -$6.41K -248 -2%
FNBOMD
737
First National Bank of Mount Dora
Florida
$393K – – –
SA
738
Stewardship Advisors
Pennsylvania
$393K +$60.1K +2,324 +18%
FA
739
Fiduciary Alliance
South Carolina
$390K +$13.2K +509 +3%
JWM
740
Jeppson Wealth Management
California
$389K -$2.33K -90 -0.6%
SPA
741
Sentinel Pension Advisors
Massachusetts
$388K +$181 +7 +0%
PFS
742
Prospera Financial Services
Texas
$388K +$122K +4,701 +46%
CB
743
Commerce Bank
Missouri
$386K -$1.03K -40 -0.3%
VWM
744
Vermillion Wealth Management
Minnesota
$386K +$386K +14,909 New
CWC
745
Carolinas Wealth Consulting
North Carolina
$385K -$17.5K -677 -4%
PA
746
Planning Alternatives
Michigan
$385K -$12.2K -472 -3%
DB
747
Dravo Bay
Delaware
$382K +$382K +14,763 New
RIM
748
Rockbridge Investment Management
New York
$381K -$59.1K -2,286 -13%
SSW
749
Stone Summit Wealth
Florida
$379K -$35.8K -1,383 -9%
FNBT
750
FineMark National Bank & Trust
Florida
$378K -$15.7K -608 -4%
28 29
30
31 32