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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 %
HG
276
Harbor Group
New Hampshire
$2.71M -$94.5K -3,734 -3%
NB
277
NBT Bank
New York
$2.7M -$78.7K -3,110 -3%
WP
278
WealthShield Partners
North Carolina
$2.69M -$26.3K -1,039 -1%
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$2.68M +$109K +4,306 +4%
CAG
280
Csenge Advisory Group
Florida
$2.66M +$228K +9,428 +9%
AOWM
281
Alpha Omega Wealth Management
Virginia
$2.64M +$27.1K +1,073 +1%
CCA
282
Cobblestone Capital Advisors
New York
$2.64M +$146K +5,768 +6%
LF
283
Lee Financial
Texas
$2.62M +$92K +3,636 +4%
PMG
284
ProVise Management Group
Florida
$2.6M -$433K -17,111 -14%
HA
285
HC Advisors
Georgia
$2.58M -$1.67K -66 -0.1%
STA
286
Smith Thornton Advisors
Alabama
$2.58M +$52.8K +2,088 +2%
FWA
287
FSM Wealth Advisors
Ohio
$2.58M +$1.19M +46,416 +86%
Kovitz Investment Group Partners
288
Kovitz Investment Group Partners
Illinois
$2.57M +$2.07M +81,911 +420%
HSA
289
HBK Sorce Advisory
Pennsylvania
$2.53M -$46.5K -1,839 -2%
LFG
290
Larson Financial Group
Missouri
$2.53M -$102K -4,027 -4%
FG
291
Foster Group
Iowa
$2.52M +$69.6K +2,750 +3%
SFG
292
Sunburst Financial Group
Alabama
$2.52M -$23.1K -912 -0.9%
CFG
293
Citizens Financial Group
Rhode Island
$2.51M +$4.33K +171 +0.2%
SF
294
Summit Financial
New Jersey
$2.47M +$721K +28,509 +41%
JCIA
295
Jackson Creek Investment Advisors
Colorado
$2.47M +$59.3K +2,344 +2%
SWM
296
SeaCrest Wealth Management
New York
$2.46M -$64.3K -2,542 -3%
CMBA
297
C.M. Bidwell & Associates
Hawaii
$2.45M +$118K +4,680 +5%
IRC
298
Investors Research Corp
Georgia
$2.41M -$10.4K -412 -0.4%
1IA
299
1834 Investment Advisors
Wisconsin
$2.39M +$1.16K +46 +0%
IWMA
300
Ironwood Wealth Management (Arizona)
Arizona
$2.37M +$997K +39,406 +73%
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