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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,109 hedge funds and large institutions have $6.04B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 437 increasing their positions, 413 reducing their positions, and 81 closing their positions.

Holders
1,109
Holders Change
-11
Holders Change %
-0.98%
% of All Funds
14.89%
Holding in Top 10
50
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.09%
% of All Funds
0.67%
New
98
Increased
437
Reduced
413
Closed
81
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
-$1.05M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$846M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
RWM
3
RMG Wealth Management
Wisconsin
$36M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$61.4M
5
SEI Investments
5
SEI Investments
Pennsylvania
$392M

Top Sellers

1
WA
1
Waterford Advisors
New York
$16.9M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$2.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$39.6M
4
Cerity Partners
4
Cerity Partners
New York
$98.4M
5
Ameriprise
5
Ameriprise
Minnesota
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Empower Advisory Group
1
Empower Advisory Group
Colorado
$846M 33,442,998 +7,049,998 +27%
Bank of America
2
Bank of America
North Carolina
$481M 19,019,095 +962,262 +5%
SEI Investments
3
SEI Investments
Pennsylvania
$392M 15,481,401 +1,144,820 +8%
Financial Engines Advisors
4
Financial Engines Advisors
California
$139M 5,484,059 +385,725 +8%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$125M 4,944,338 +861,800 +21%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$121M 4,652,197 +1,869,642 +67%
Creative Planning
7
Creative Planning
Kansas
$119M 4,689,773 +140,068 +3%
Cerity Partners
8
Cerity Partners
New York
$98.4M 3,890,531 -893,342 -19%
UBS Group
9
UBS Group
Switzerland
$96.8M 3,825,354 -48,132 -1%
AA
10
Advisory Alpha
Michigan
$93M 3,676,968 -122,983 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$75.3M 2,976,874 -511,927 -15%
HighTower Advisors
12
HighTower Advisors
Illinois
$73.1M 2,888,753 +107,119 +4%
Mariner
13
Mariner
Kansas
$71.8M 2,838,326 -102,105 -3%
Corient Private Wealth
14
Corient Private Wealth
Florida
$61.4M 2,427,258 +1,243,640 +105%
LPL Financial
15
LPL Financial
California
$61.4M 2,425,130 +45,426 +2%
SCM
16
Steele Capital Management
Iowa
$57.7M 2,279,747 +656,386 +40%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$55.7M 2,203,032 -110,086 -5%
Morgan Stanley
18
Morgan Stanley
New York
$48.4M 1,912,202 -22,762 -1%
MGIA
19
Moneta Group Investment Advisors
Missouri
$48.3M 1,909,449 +401,917 +27%
SIM
20
Sims Investment Management
Ohio
$46.5M 1,838,196 +26,485 +1%
SC
21
Savant Capital
Illinois
$40.3M 1,591,541 -134,803 -8%
Goldman Sachs
22
Goldman Sachs
New York
$39.6M 1,567,085 -1,275,240 -45%
Betterment LLC
23
Betterment LLC
New York
$39.2M 1,551,114 +305,084 +24%
RWM
24
RMG Wealth Management
Wisconsin
$36M 1,378,321 +1,378,321 New
CA
25
CoreCap Advisors
Michigan
$35.5M 1,401,590 +128,586 +10%
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