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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 %
NFG
301
Northeast Financial Group
Pennsylvania
$2.33M -$838K -33,115 -26%
GFP
302
Guardian Financial Partners
California
$2.33M +$241K +9,533 +12%
AIA
303
Accelerate Investment Advisors
California
$2.33M +$145K +5,733 +7%
FFA
304
Farther Finance Advisors
California
$2.32M -$501K -19,792 -18%
MS
305
Madden Securities
Texas
$2.32M +$12.7K +500 +0.5%
Natixis Advisors
306
Natixis Advisors
Massachusetts
$2.32M -$59.1M -2,337,000 -96%
BAM
307
Berkshire Asset Management
Pennsylvania
$2.31M -$97.4K -3,851 -4%
MMCM
308
Murphy & Mullick Capital Management
New York
$2.29M -$10.6K -412 -0.5%
CW
309
Code Waechter
Florida
$2.28M -$144K -5,685 -6%
CA
310
Centerpoint Advisors
Massachusetts
$2.28M – – –
ML
311
McAdam LLC
Pennsylvania
$2.27M +$102K +4,013 +5%
GS
312
GTS Securities
New York
$2.26M +$2.26M +89,284 New
LKBC
313
L.K. Benson & Company
Maryland
$2.25M +$2.91K +115 +0.1%
RWP
314
Revolve Wealth Partners
New Jersey
$2.25M -$244K -9,659 -10%
PGFC
315
Peapack-Gladstone Financial Corp
New Jersey
$2.25M +$414K +16,382 +23%
JPLA
316
Joseph P. Lucia & Associates
New York
$2.22M -$155K -6,120 -7%
BI
317
Ballast Inc
Kentucky
$2.22M +$2.22M +87,844 New
BSHC
318
Breed's Hill Capital
Massachusetts
$2.22M – – –
FTUS
319
Flow Traders U.S.
New York
$2.19M +$2.19M +86,711 New
VT
320
Vise Technologies
New York
$2.18M +$2.18M +86,087 New
JWS
321
Juncture Wealth Strategies
Arizona
$2.16M -$1.47M -58,239 -41%
EH
322
Equitable Holdings
New York
$2.16M +$111K +4,373 +5%
CWA
323
Consilium Wealth Advisory
Texas
$2.16M -$903K -35,693 -29%
IWM
324
IHT Wealth Management
Illinois
$2.15M -$429K -16,973 -17%
ISWM
325
Independent Solutions Wealth Management
New York
$2.11M +$132K +5,230 +7%
11 12
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