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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,116 hedge funds and large institutions have $6.06B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 439 increasing their positions, 415 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.96%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.7%
New
100
Increased
439
Reduced
415
Closed
82
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$247K

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$178M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$31.5M
4
SEI Investments
SEI Investments
Pennsylvania
+$29M
5
Bank of America
Bank of America
North Carolina
+$24.3M

Top Sellers

1
WA
Waterford Advisors
New York
-$248M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$59.1M
3
Goldman Sachs
Goldman Sachs
New York
-$32.3M
4
Cerity Partners
Cerity Partners
New York
-$22.6M
5
Ameriprise
Ameriprise
Minnesota
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIBT
251
First International Bank & Trust
North Dakota
$3.11M -$1.24M -49,021 -29%
DWM
252
Destination Wealth Management
California
$3.08M -$112K -4,420 -4%
ACA
253
Aptus Capital Advisors
Alabama
$3.08M -$27.2K -1,076 -0.9%
TCM
254
Tradewinds Capital Management
Washington
$3.05M +$250K +9,866 +9%
SM
255
Sensible Money
Arizona
$3.01M +$2.38K +94 +0.1%
LBC
256
Lowe Brockenbrough & Co
Virginia
$2.99M +$790K +31,207 +36%
NCM
257
Next Capital Management
New York
$2.97M -$33.3K -1,315 -1%
AC
258
AlphaCore Capital
California
$2.96M +$2.14M +84,516 +261%
PFM
259
Phillips Financial Management
Indiana
$2.95M +$63.5K +2,509 +2%
PFWA
260
Paces Ferry Wealth Advisors
Georgia
$2.92M -$104K -4,097 -3%
WCM
261
Winthrop Capital Management
Indiana
$2.92M -$115K -4,526 -4%
EFP
262
Elser Financial Planning
Indiana
$2.9M -$9.44K -373 -0.3%
TSWM
263
Triangle Securities Wealth Management
North Carolina
$2.9M +$264K +10,442 +10%
VCM
264
Vision Capital Management
Oregon
$2.89M -$14.5K -573 -0.5%
SEIA
265
Signature Estate & Investment Advisors
California
$2.81M -$82.7K -3,268 -3%
LIM
266
Leavell Investment Management
Alabama
$2.79M +$63.4K +2,507 +2%
BCM
267
Boltwood Capital Management
California
$2.78M +$362K +14,327 +15%
PA
268
Pinnacle Associates
New York
$2.78M -$10.8K -428 -0.4%
ACM
269
Arcataur Capital Management
Wisconsin
$2.78M -$1.8K -71 -0.1%
TFF
270
The Family Firm
Maryland
$2.78M +$10.8K +428 +0.4%
AAS
271
Avantax Advisory Services
Texas
$2.75M +$20.5K +811 +0.8%
EW
272
Element Wealth
Mississippi
$2.75M -$61.5K -2,429 -2%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$2.75M -$338K -13,351 -11%
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$2.74M +$693K +27,405 +34%
UAG
275
United Advisor Group
Ohio
$2.72M +$1.32M +52,315 +95%
9 10
11
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