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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
15.37%
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
$163M
2
Bank of America
Bank of America
North Carolina
$1.2B
3
Empower Advisory Group
Empower Advisory Group
Colorado
$655M
4
WA
Waterford Advisors
New York
$16.2M
5
TCM
Tradewinds Capital Management
Washington
$14.4M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.3B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$62M
3
Goldman Sachs
Goldman Sachs
New York
$75.5M
4
MGIA
Moneta Group Investment Advisors
Missouri
$37.1M
5
SA
Sanctuary Advisors
Indiana
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
1176
Smith Salley Wealth Management
North Carolina
– -$297K -11,518 Closed
FTDI
1177
First Trust Direct Indexing
Massachusetts
– -$290K -11,274 Closed
OMC
1178
Old Mission Capital
Illinois
– -$217K -8,438 Closed
CCM
1179
Carmel Capital Management
California
– -$211K -8,188 Closed
MFG
1180
Merit Financial Group
Georgia
– -$209K -8,134 Closed
CWM
1181
Connecticut Wealth Management
Connecticut
– -$206K -7,988 Closed
HGERS
1182
Householder Group Estate & Retirement Specialist
Arizona
– -$123K -4,800 Closed
CA
1183
Claris Advisors
Missouri
– -$101K -3,928 Closed
TCOV
1184
Trust Company of Vermont
Vermont
– -$84.4K -3,276 Closed
AWA
1185
Alaska Wealth Advisors
Alaska
– -$80.8K -3,138 Closed
SC
1186
SouthState Corp
Florida
– -$33.5K -1,300 Closed
CPA
1187
Capital Performance Advisors
California
– -$33.4K -1,296 Closed
DI
1188
DAGCO Inc
Ohio
– -$16.5K -642 Closed
UCI
1189
Uncommon Cents Investing
Wisconsin
– -$12.7K -492 Closed
FAM
1190
Flaharty Asset Management
Florida
– -$11.5K -448 Closed
GA
1191
GoalVest Advisory
New York
– -$8.91K -346 Closed
CJH
1192
Christopher J. Hasenberg
Wisconsin
– -$6.09K -240 Closed
Qube Research & Technologies (QRT)
1193
Qube Research & Technologies (QRT)
United Kingdom
– -$5.31K -206 Closed
UIA
1194
Ulland Investment Advisors
Minnesota
– -$5K -200 Closed
PCA
1195
Providence Capital Advisors
North Carolina
– -$4.12K -160 Closed
GGI
1196
Godsey & Gibb Inc
Virginia
– -$4.02K -156 Closed
HI
1197
Hoey Investments
Pennsylvania
– -$1.9K -80 Closed
JIP
1198
Jaffetilchin Investment Partners
Florida
– -$1.45K -56 Closed
MIM
1199
Macroview Investment Management
Maryland
– -$763 -30 Closed
GSEP
1200
Golden State Equity Partners
California
– -$566 -22 Closed
45 46 47
48
49