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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 %
NA
876
Nottingham Advisors
New York
$247K -$63.4K -2,451 -20%
DADC
877
D.A. Davidson & Co
Montana
$247K -$621 -24 -0.3%
SMC
878
Smith, Moore & Co
Missouri
$246K +$246K +9,519 New
KSWA
879
Kathleen S. Wright Associates
Pennsylvania
$242K +$14.9K +578 +7%
WI
880
Wedgewood Investors
Pennsylvania
$242K – – –
WA
881
Whipplewood Advisors
Colorado
$240K +$240K +9,275 New
PTCG
882
Pring Turner Capital Group
California
$238K – – –
RIS
883
Retirement Income Solutions
Michigan
$238K – – –
QCM
884
Quantinno Capital Management
New York
$237K +$237K +9,152 New
SW
885
Simplicity Wealth
New Jersey
$235K -$12.9K -497 -5%
CA
886
Continuum Advisory
Idaho
$235K -$198K -7,673 -46%
MWM
887
MBE Wealth Management
Wisconsin
$234K +$52 +2 +0%
RCM
888
Richardson Capital Management
Wisconsin
$234K -$67.9K -2,625 -23%
IA
889
IFG Advisory
Georgia
$233K +$233K +9,022 New
APA
890
Astoria Portfolio Advisors
New York
$233K -$231K -8,961 -50%
G
891
Gainplan
Michigan
$233K -$1.71K -66 -0.7%
PG
892
Proffitt & Goodson
Tennessee
$232K – – –
CPC
893
CFC Planning Company
Indiana
$232K +$232K +8,989 New
SAM
894
Silvercrest Asset Management
New York
$232K +$232K +8,973 New
OWP
895
Obermeyer Wealth Partners
Colorado
$232K – – –
MA
896
Modus Advisors
Minnesota
$231K -$569 -22 -0.2%
Pathstone Holdings
897
Pathstone Holdings
New Jersey
$230K +$7.45K +279 +3%
PIM
898
Penobscot Investment Management
Massachusetts
$229K -$26 -1 -0%
HPA
899
High Probability Advisors
New York
$229K – – –
SHA
900
Seneca House Advisors
Virginia
$226K +$226K +8,753 New
34 35
36
37 38