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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 %
First Trust Advisors
801
First Trust Advisors
Illinois
$322K +$322K +12,471 New
CIA
802
Cascade Investment Advisors
Oregon
$322K -$1.76K -68 -0.5%
SSB
803
Sandy Spring Bank
Maryland
$321K -$2.59K -100 -0.8%
HWA
804
HCR Wealth Advisors
California
$320K +$155 +6 +0%
BC
805
Bowman & Company
Wisconsin
$320K +$9.7K +375 +3%
APW
806
Aurora Private Wealth
New Jersey
$320K -$50.9K -1,969 -14%
ECG
807
Edge Capital Group
Georgia
$316K -$83K -2,400 -21%
WFP
808
Wrenne Financial Planning
Kentucky
$314K +$13.9K +539 +5%
Northern Trust
809
Northern Trust
Illinois
$313K +$313K +12,116 New
PCM
810
Park Capital Management
Wisconsin
$313K +$313K +12,108 New
S
811
Sachetta
Massachusetts
$311K -$2.85K -110 -0.9%
Citigroup
812
Citigroup
New York
$311K -$272K -10,516 -47%
WWM
813
Western Wealth Management
Colorado
$309K -$31.6K -1,221 -9%
CF
814
Centaurus Financial
California
$308K +$308K +11,897 New
PFGIA
815
Patriot Financial Group Insurance Agency
Massachusetts
$304K -$8.38K -324 -3%
WA
816
WPG Advisers
Maryland
$304K +$304K +11,741 New
JCM
817
J2 Capital Management
Michigan
$303K +$303K +11,724 New
BWP
818
BSW Wealth Partners
Colorado
$301K +$14.5K +561 +5%
FF
819
Fairway Financial
Florida
$301K +$301K +11,630 New
EWM
820
Executive Wealth Management
Michigan
$301K +$21.2K +819 +8%
WHCFA
821
William Howard & Co Financial Advisors
Tennessee
$293K -$2.92K -113 -1%
SWM
822
Selective Wealth Management
Virginia
$293K -$18.3K -708 -6%
KWS
823
Keystone Wealth Services
California
$290K -$207 -8 -0.1%
PTB
824
Pioneer Trust Bank
Oregon
$290K – – –
AFS
825
Access Financial Services
Minnesota
$289K +$289K +11,193 New
31 32
33
34 35