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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,155 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, 451 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+93
Holders Change %
+8.76%
% of All Funds
15.37%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.89%
New
164
Increased
413
Reduced
451
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 %
CCM
376
Coldstream Capital Management
Washington
$1.73M -$68.8K -2,659 -4%
SWP
377
Stratos Wealth Partners
Ohio
$1.73M +$946K +36,594 +121%
ATPW
378
Ashton Thomas Private Wealth
Arizona
$1.71M +$1.71M +66,271 New
IC
379
IEQ Capital
California
$1.71M +$940K +36,338 +121%
CM
380
Columbus Macro
Pennsylvania
$1.7M +$1.47M +56,899 +634%
MIA
381
Milestone Investment Advisors
Wisconsin
$1.67M +$149K +5,759 +10%
CAG
382
Compass Advisory Group
New York
$1.67M -$261K -10,108 -14%
LC
383
LTG Capital
Massachusetts
$1.67M +$310 +12 +0%
OPWM
384
Oakwell Private Wealth Management
Texas
$1.66M -$802 -31 -0%
SAI
385
Savvy Advisors Inc
New York
$1.65M +$52.4K +2,026 +3%
DAS
386
Diversify Advisory Services
Utah
$1.64M -$629K -24,710 -28%
AGC
387
Aspen Grove Capital
Colorado
$1.63M +$9K +348 +0.6%
AIA
388
Arcadia Investment Advisors
Idaho
$1.63M -$17.4K -673 -1%
FA
389
Financial Advisors
Massachusetts
$1.62M +$1.14K +44 +0.1%
CFS
390
CRA Financial Services
New Jersey
$1.62M +$336 +13 +0%
Renaissance Technologies
391
Renaissance Technologies
New York
$1.61M +$1.61M +62,400 New
HWMG
392
Hurlow Wealth Management Group
Indiana
$1.6M -$22.1K -853 -1%
ACG
393
Allen Capital Group
Nebraska
$1.58M +$20.5K +791 +1%
CAL
394
Capital Analysts LLC
Pennsylvania
$1.58M -$157K -6,068 -9%
RWA
395
Redhawk Wealth Advisors
Minnesota
$1.56M -$15.1K -583 -1%
SIG
396
Spinnaker Investment Group
California
$1.53M -$51.9K -2,007 -3%
CIA
397
Cape Investment Advisory
Georgia
$1.53M -$48.4K -1,870 -3%
GWM
398
Greenhouse Wealth Management
Connecticut
$1.52M +$5.9K +228 +0.4%
PWW
399
Pettyjohn Wood & White
Virginia
$1.52M +$85.3K +3,300 +6%
GCM
400
Generation Capital Management
New York
$1.52M +$1.52M +58,878 New
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