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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
1
Envestnet Asset Management
Illinois
$163M
2
Bank of America
2
Bank of America
North Carolina
$1.2B
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$655M
4
WA
4
Waterford Advisors
New York
$16.2M
5
TCM
5
Tradewinds Capital Management
Washington
$14.4M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.3B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62M
3
Goldman Sachs
3
Goldman Sachs
New York
$75.5M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$37.1M
5
SA
5
Sanctuary Advisors
Indiana
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
151
Bleakley Financial Group
New Jersey
$6.31M -$757K -29,256 -11%
FF
152
Friedenthal Financial
New Jersey
$6.29M -$41.3K -1,596 -0.7%
ATWA
153
Arbor Trust Wealth Advisors
Michigan
$6.28M +$243K +9,384 +4%
TC
154
TownSquare Capital
Utah
$6.21M -$503K -19,462 -7%
AWE
155
Avidian Wealth Enterprises
Texas
$6.2M -$24.2K -937 -0.4%
RDIA
156
RE Dickinson Investment Advisors
Iowa
$6.19M +$1.08M +4,190 +21%
CFGSD
157
Compass Financial Group (South Dakota)
South Dakota
$6.19M +$202K +7,829 +3%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$6.14M +$49.3K +1,907 +0.8%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$6.13M +$511K +19,759 +9%
FCM
160
Fortis Capital Management
Washington
$6.12M +$1.14M +44,205 +23%
MBI
161
May Barnhard Investments
Maryland
$6.04M -$231K -8,931 -4%
CF
162
Copperwynd Financial
Arizona
$5.97M +$304K +11,741 +5%
GC
163
Garde Capital
Washington
$5.92M -$197K -7,611 -3%
GPA
164
Guerra Pan Advisors
New Jersey
$5.83M +$1.11M +42,818 +23%
OWM
165
Orgel Wealth Management
Wisconsin
$5.83M -$161K -6,209 -3%
TYCC
166
Texas Yale Capital Corp
Florida
$5.75M +$22.6K +872 +0.4%
KCPG
167
Kavar Capital Partners Group
Kansas
$5.74M -$9.18K -355 -0.2%
BAMG
168
Brand Asset Management Group
Missouri
$5.63M +$17.3K +669 +0.3%
BWM
169
BCS Wealth Management
Tennessee
$5.59M +$5.59M +216,294 New
AFG
170
Atomi Financial Group
New York
$5.48M +$197K +7,609 +4%
AFP
171
Ausdal Financial Partners
Iowa
$5.48M +$180K +6,950 +3%
CCM
172
Chilton Capital Management
Texas
$5.47M -$37.2K -1,439 -0.7%
NA
173
NewEdge Advisors
Louisiana
$5.46M +$1.99M +76,920 +57%
AAP
174
Arax Advisory Partners
Colorado
$5.42M +$5.42M +209,650 +190,591%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$5.39M -$1.45M -56,157 -21%
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