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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 %
KCM
851
Kathmere Capital Management
Pennsylvania
$265K +$853 +33 +0.3%
LA
852
Lifeworks Advisors
Michigan
$264K -$65.4K -2,528 -20%
HWM
853
Heirloom Wealth Management
Colorado
$264K +$23.5K +907 +10%
PFP
854
Pinnacle Financial Partners
Tennessee
$263K -$263K -5,111 -50%
DP
855
Dearborn Partners
Illinois
$262K +$40.3K +1,560 +18%
GSWM
856
Golden State Wealth Management
California
$260K +$260K +10,072 New
NC
857
Napatree Capital
Rhode Island
$260K – – –
SFO
858
Stokes Family Office
Louisiana
$258K +$3K +116 +1%
SCM
859
SOL Capital Management
Maryland
$258K – – –
CAG
860
Crestwood Advisors Group
Massachusetts
$257K -$2.3K -89 -0.9%
SAM
861
SignalPoint Asset Management
Missouri
$257K -$14.9K -578 -5%
MA
862
MCF Advisors
Kentucky
$257K -$724 -28 -0.3%
BIG
863
Builder Investment Group
Georgia
$256K +$16.7K +644 +7%
RPA
864
Rock Point Advisors
Vermont
$256K -$240K -9,270 -48%
CA
865
Clune & Associates
Illinois
$255K +$255K +9,870 New
CIA
866
Capital Investment Advisors
Georgia
$255K +$15.5K +600 +6%
CSI
867
Cross Staff Investments
New York
$254K +$1.58K +61 +0.6%
DBRC
868
D.B. Root & Company
Pennsylvania
$253K -$1.14K -44 -0.4%
FMN
869
Financial Management Network
California
$252K +$1.52K +58 +0.6%
GWA
870
GGM Wealth Advisors
Maryland
$252K +$252K +9,743 New
PCMC
871
Paragon Capital Management (Colorado)
Colorado
$249K – – –
GWCM
872
Godshalk Welsh Capital Management
Pennsylvania
$248K -$51.7K -2,000 -17%
LI
873
Lafayette Investments
Maryland
$248K +$35.9K +1,390 +17%
JPWM
874
Jamison Private Wealth Management
Georgia
$248K +$12K +463 +5%
WI
875
Westbourne Investments
Virginia
$248K +$248K +9,580 New
33 34
35
36 37