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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 %
BSHC
351
Breed's Hill Capital
Massachusetts
$2M – – –
MFT
352
Moisand Fitzgerald Tamayo
Florida
$2M -$60K -2,319 -3%
AIM
353
Aspen Investment Management
Michigan
$1.99M +$12.9K +498 +0.7%
MWP
354
Moller Wealth Partners
$1.97M -$233K -8,994 -11%
CA
355
Clearstead Advisors
Ohio
$1.96M +$180K +6,954 +10%
AIS
356
American Investment Services
Massachusetts
$1.95M -$74.9K -2,898 -4%
WF
357
Whelan Financial
California
$1.92M -$7.58K -293 -0.4%
GFP
358
Guardian Financial Partners
California
$1.92M +$237K +9,181 +14%
PGFC
359
Peapack-Gladstone Financial Corp
New Jersey
$1.91M -$49.7K -1,921 -3%
JWA
360
JFS Wealth Advisors
Pennsylvania
$1.9M -$204K -7,883 -10%
ISWM
361
Independent Solutions Wealth Management
New York
$1.88M -$218K -8,412 -10%
EE
362
EWG Elevate
California
$1.88M +$44.4K +1,717 +2%
B
363
Bailard
California
$1.86M -$13.4K -519 -0.7%
Janney Montgomery Scott
364
Janney Montgomery Scott
Pennsylvania
$1.85M +$24.5K +946 +1%
SP
365
SWS Partners
Ohio
$1.84M +$70.9K +2,743 +4%
GC
366
Grimes & Company
Massachusetts
$1.83M +$3.1K +120 +0.2%
VWA
367
VSM Wealth Advisory
Maryland
$1.82M +$1.82M +70,487 New
VVP
368
Venture Visionary Partners
Ohio
$1.8M -$4.16K -161 -0.2%
AWM
369
Abound Wealth Management
Tennessee
$1.78M +$60.8K +2,351 +4%
SF
370
Summit Financial
New Jersey
$1.77M +$635K +24,567 +56%
DSC
371
Duncker Streett & Co
Missouri
$1.74M +$10.6K +411 +0.6%
GRP
372
Global Retirement Partners
California
$1.74M +$80.1K +3,097 +5%
MPCA
373
Madison Park Capital Advisors
Washington
$1.74M +$3.88K +150 +0.2%
HMS
374
Hanseatic Management Services
New Mexico
$1.74M -$44.3K -1,712 -2%
CCM
375
Coldstream Capital Management
Washington
$1.73M -$68.8K -2,659 -4%
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