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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 %
DP
326
Denver PWM
Colorado
$2.06M -$59.7K -2,360 -3%
BFA
327
Bluestem Financial Advisors
Illinois
$2.05M +$1.57M +62,207 +330%
EE
328
EWG Elevate
California
$2.05M +$156K +6,152 +8%
FPAS
329
Focus Partners Advisor Solutions
Missouri
$2.04M +$161K +6,358 +9%
VBWMG
330
Von Berge Wealth Management Group
California
$2.04M -$1.1K -42 -0.1%
Comerica Bank
331
Comerica Bank
Texas
$2.04M -$162K -6,413 -7%
FCM
332
Firestone Capital Management
Florida
$2.03M -$190K -7,514 -9%
AIM
333
Aspen Investment Management
Michigan
$2.02M +$67.5K +2,667 +3%
AIS
334
American Investment Services
Massachusetts
$2M +$27.6K +1,090 +1%
TWG
335
The Wealth Group
Minnesota
$2M -$24.2K -956 -1%
BCI
336
Brinker Capital Investments
Pennsylvania
$1.99M -$569K -22,509 -22%
IC
337
IEQ Capital
California
$1.97M +$425K +16,817 +28%
Citadel Advisors
338
Citadel Advisors
Florida
$1.97M +$1.97M +77,796 +277,843%
AWE
339
Avidian Wealth Enterprises
Texas
$1.97M -$3.63M -143,409 -65%
EFG
340
Everhart Financial Group
Ohio
$1.97M -$44.2K -1,747 -2%
CA
341
Clearstead Advisors
Ohio
$1.96M -$31.4K -1,243 -2%
CM
342
Columbus Macro
Pennsylvania
$1.96M +$219K +8,663 +13%
SFMG
343
Sage Financial Management Group
Virginia
$1.96M -$171K -6,743 -8%
CAG
344
Compass Advisory Group
New York
$1.93M +$307K +12,151 +19%
KAS
345
Kestra Advisory Services
Texas
$1.92M -$885K -34,988 -32%
MFT
346
Moisand Fitzgerald Tamayo
Florida
$1.9M -$15.8K -624 -0.8%
BRWA
347
B. Riley Wealth Advisors
Florida
$1.88M +$1.88M +74,438 New
WF
348
Whelan Financial
California
$1.84M -$4.96K -196 -0.3%
LA
349
LVW Advisors
New York
$1.84M -$592K -23,400 -24%
MWP
350
Moller Wealth Partners
$1.82M -$77.1K -3,046 -4%
12 13
14
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