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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,154 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, 450 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+93
Holders Change %
+8.77%
% of All Funds
15.36%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.88%
New
164
Increased
413
Reduced
450
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 %
TRCT
976
Tower Research Capital (TRC)
New York
$94.8K +$94.8K +3,664 New
ST
977
Smithfield Trust
Pennsylvania
$94K – – –
GKIM
978
GW&K Investment Management
Massachusetts
$94K +$441 +17 +0.5%
SIC
979
SJS Investment Consulting
Ohio
$91.8K – – –
CT
980
Clearstead Trust
Maine
$90.1K -$230K -8,899 -72%
CTWM
981
Cherry Tree Wealth Management
Minnesota
$89.3K – – –
CTC
982
Central Trust Company
Missouri
$87.9K – – –
RDFA
983
Ritter Daniher Financial Advisory
Ohio
$85.3K -$2.12K -82 -2%
CAWM
984
Capital A Wealth Management
Pennsylvania
$85.2K +$85.2K +3,294 New
State Farm Mutual Automobile Insurance
985
State Farm Mutual Automobile Insurance
Illinois
$83.3K +$83.3K +3,223 New
ATC
986
Advantage Trust Company
Kansas
$82.8K – – –
RCM
987
Raleigh Capital Management
North Carolina
$81.6K +$466 +18 +0.6%
GP
988
Greenline Partners
New York
$80.3K +$80.3K +3,103 New
GWM
989
Guardian Wealth Management
Illinois
$78.2K -$6.39K -247 -8%
FG
990
Fairman Group
Pennsylvania
$77.1K +$181 +7 +0.2%
GWSA
991
Global Wealth Strategies & Associates
Colorado
$76.7K +$181 +7 +0.2%
PK
992
Pflug Koory
Nebraska
$75.9K – – –
CAM
993
Costello Asset Management
Pennsylvania
$75.1K +$12.9K +499 +21%
SIS
994
Sound Income Strategies
Florida
$73.9K +$31.2K +1,208 +73%
PC
995
Promus Capital
Illinois
$69.8K +$69.8K +2,700 New
BC
996
Barrett & Company
Rhode Island
$68.8K – – –
UB
997
UMB Bank
Missouri
$67.2K – – –
AW
998
Avion Wealth
Texas
$67K -$1.18K -46 -2%
PP
999
PDS Planning
Ohio
$65.9K +$207 +8 +0.3%
PPA
1000
Painted Porch Advisors
California
$65.1K – – –
38 39
40
41 42