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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 %
FCC
901
Flower City Capital
New York
$226K -$58.4K -2,258 -21%
CWA
902
Continuum Wealth Advisors
New York
$225K – – –
AA
903
Apriem Advisors
California
$224K – – –
CAI
904
Capital Advisors Inc
Oklahoma
$224K -$31.6K -1,220 -12%
WF
905
Williams Financial
Vermont
$222K +$1.32K +51 +0.6%
PFM
906
Peak Financial Management
Massachusetts
$222K -$4.53K -175 -2%
FC
907
Fusion Capital
South Carolina
$221K +$776 +30 +0.4%
GBFP
908
Golden Bell Financial Planning
Georgia
$220K +$220K +8,520 New
KA
909
Kozak & Associates
Colorado
$219K -$219K -8,352 -50%
LFP
910
Leeward Financial Partners
Washington
$219K -$543 -21 -0.2%
MFA
911
Mayflower Financial Advisors
Massachusetts
$219K – – –
BFPW
912
BOK Financial Private Wealth
Colorado
$219K +$52.3K +2,023 +31%
NSIM
913
North Star Investment Management
Illinois
$217K +$284 +11 +0.1%
HWM
914
Horizons Wealth Management
North Carolina
$216K – – –
BCM
915
Becker Capital Management
Oregon
$215K -$26 -1 -0%
JWM
916
JFG Wealth Management
Colorado
$215K +$215K +8,305 New
SQA
917
Simon Quick Advisors
New Jersey
$215K +$827 +32 +0.4%
CFS
918
Coordinated Financial Services
Colorado
$214K +$214K +8,286 New
TA
919
TruWealth Advisors
Louisiana
$214K +$214K +8,248 New
AWA
920
ARQ Wealth Advisors
Arizona
$214K -$22.5K -870 -10%
AIM
921
Avity Investment Management
Connecticut
$213K +$213K +8,245 New
KeyBank National Association
922
KeyBank National Association
Ohio
$212K +$4.6K +178 +2%
CIC
923
Carnegie Investment Counsel
Ohio
$211K +$233 +9 +0.1%
BWA
924
Bordeaux Wealth Advisors
California
$211K -$19.8K -766 -9%
BFO
925
Biltmore Family Office
North Carolina
$211K – – –
35 36
37
38 39