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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 %
EWM
426
Elmwood Wealth Management
California
$1.37M -$96K -3,711 -7%
AIA
427
Armor Investment Advisors
North Carolina
$1.37M -$27.4K -1,058 -2%
STA
428
Smith Thornton Advisors
Alabama
$1.37M +$132K +5,114 +11%
OCG
429
Opus Capital Group
Ohio
$1.35M -$7.86K -304 -0.6%
PA
430
Parallel Advisors
California
$1.35M +$24.6K +953 +2%
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$1.34M -$83.7K -3,222 -6%
VT
432
Vise Technologies
New York
$1.34M +$59.2K +2,291 +5%
FWM
433
Fonville Wealth Management
Virginia
$1.33M -$66.6K -2,577 -5%
QCG
434
Quadrant Capital Group
Ohio
$1.31M -$15.4K -596 -1%
VPIM
435
Vanguard Personalized Indexing Management
California
$1.31M -$47.8K -1,850 -4%
PCMC
436
Private Capital Management (Colorado)
Colorado
$1.31M +$132K +5,110 +11%
SPFA
437
Summit Place Financial Advisors
New Jersey
$1.3M +$2.59K +100 +0.2%
FBB
438
Fulton Breakefield Broenniman
Maryland
$1.29M +$21.6K +834 +2%
NGA
439
Naples Global Advisors
Florida
$1.28M -$58K -2,242 -4%
OFG
440
Omega Financial Group
California
$1.28M -$16K -619 -1%
BWM
441
Blossom Wealth Management
California
$1.27M -$4.53K -175 -0.4%
BP
442
BCK Partners
New York
$1.27M -$134K -5,201 -10%
EA
443
Enclave Advisors
Texas
$1.27M -$84.6K -3,273 -6%
NP
444
NorthRock Partners
Minnesota
$1.27M +$6.8K +263 +0.5%
IF
445
Ironwood Financial
Arizona
$1.26M +$188K +7,263 +18%
SFC
446
Sprinkle Financial Consultants
Colorado
$1.26M -$9.49K -367 -0.7%
JGCM
447
Joseph Group Capital Management
Ohio
$1.26M -$131K -5,061 -9%
CC
448
Climber Capital
Switzerland
$1.25M +$1.25M +51,164 New
SWM
449
Sculati Wealth Management
Michigan
$1.25M -$62.8K -2,427 -5%
GWWM
450
Great Waters Wealth Management
Minnesota
$1.25M -$33K -1,277 -3%
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