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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, 962 increasing their positions, 21 reducing their positions, and 49 closing their positions.

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
962
Reduced
21
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.3B
2
Bank of America
2
Bank of America
North Carolina
$1.2B
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$655M
4
SEI Investments
4
SEI Investments
Pennsylvania
$356M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$163M

Top Sellers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$0
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62M
3
PWM
3
Provident Wealth Management
Tennessee
$0
4
RGF
4
Retirement Guys Formula
Ohio
$0
5
SA
5
Sanctuary Advisors
Indiana
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.3B 166,385 +72,060 +76%
Bank of America
2
Bank of America
North Carolina
$1.2B 46,334,067 +24,203,669 +109%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$655M 25,335,420 +13,037,193 +106%
SEI Investments
4
SEI Investments
Pennsylvania
$356M 13,755,837 +6,434,970 +88%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$163M 6,306,514 +4,312,689 +216%
Financial Engines Advisors
6
Financial Engines Advisors
California
$132M 5,099,991 +2,473,980 +94%
Cerity Partners
7
Cerity Partners
New York
$120M 4,646,799 +2,386,242 +106%
Creative Planning
8
Creative Planning
Kansas
$117M 4,524,557 +2,191,247 +94%
AA
9
Advisory Alpha
Michigan
$109M 4,232,965 +2,073,546 +96%
UBS Group
10
UBS Group
Switzerland
$95M 3,674,882 +1,898,364 +107%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$88.7M 3,429,894 +1,851,205 +117%
Mariner
12
Mariner
Kansas
$76.1M 2,944,405 +1,490,118 +102%
Goldman Sachs
13
Goldman Sachs
New York
$75.5M 2,918,922 +235,504 +9%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$73.8M 2,854,815 +1,448,202 +103%
HighTower Advisors
15
HighTower Advisors
Illinois
$67.7M 2,616,584 +1,354,334 +107%
LPL Financial
16
LPL Financial
California
$62.2M 2,405,263 +1,278,131 +113%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$62M 2,398,866 -593,458 -20%
Morgan Stanley
18
Morgan Stanley
New York
$59.4M 2,295,764 +1,139,725 +99%
MW
19
Marcum Wealth
Ohio
$54.1M 2,092,926 +986,432 +89%
SC
20
Savant Capital
Illinois
$48.8M 1,886,204 +861,788 +84%
SCM
21
Steele Capital Management
Iowa
$41.6M 1,607,261 +806,848 +101%
MGIA
22
Moneta Group Investment Advisors
Missouri
$37.1M 1,435,140 +17,663 +1%
SIM
23
Sims Investment Management
Ohio
$36.6M 1,413,610 +1,413,610 New
Osaic Holdings
24
Osaic Holdings
Arizona
$36.1M 1,438,724 +716,585 +99%
GAM
25
Gemmer Asset Management
California
$34.7M 1,341,613 +663,149 +98%
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