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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 %
RWM
826
RBA Wealth Management
California
$289K -$14.8K -571 -5%
C1AG
827
Client 1st Advisory Group
Florida
$286K -$61.2K -2,366 -18%
PWM
828
Parkshore Wealth Management
California
$285K +$285K +11,032 New
CW
829
Curio Wealth
Maryland
$284K +$284K +10,996 New
AFA
830
Alpha Financial Advisors
North Carolina
$284K – – –
CWM
831
Castle Wealth Management
Florida
$284K – – –
ES
832
ETF Store
Kansas
$283K -$17.4K -672 -6%
DFG
833
Delta Financial Group
New Jersey
$283K +$283K +10,962 New
VF
834
Vawter Financial
Ohio
$282K – – –
WG
835
Wealth Group
North Carolina
$281K -$18.2K -706 -6%
GIA
836
Gladstone Institutional Advisory
Florida
$280K -$35.5K -1,373 -11%
FGA
837
Fortis Group Advisors
New Jersey
$280K +$280K +10,831 New
FM
838
Foster & Motley
Ohio
$280K -$42.5K -1,640 -13%
HCP
839
Hexagon Capital Partners
Arkansas
$277K -$12.1K -469 -4%
LNWWM
840
Laird Norton Wetherby Wealth Management
California
$276K -$26 -1 -0%
HNB
841
Huntington National Bank
Ohio
$275K -$89.5K – –
LF
842
LifeSteps Financial
California
$275K -$15.2K -589 -5%
CFP
843
Cascade Financial Partners
California
$272K -$272K -10,528 -50%
MAG
844
Mayfair Advisory Group
Alabama
$272K +$14.9K +575 +6%
B
845
Birchbrook
Maine
$272K – – –
GPWM
846
Grant Private Wealth Management
California
$272K +$272K +10,512 New
CICC
847
Capital Investment Counsel (Colorado)
Colorado
$270K -$193K -7,464 -42%
MCM
848
Mainstay Capital Management
Michigan
$270K -$49.8K -1,924 -16%
HWA
849
Heartwood Wealth Advisors
Virginia
$270K – – –
PCS
850
Private Client Services
Kentucky
$269K +$543 +21 +0.2%
32 33
34
35 36