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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 %
JWA
351
JFS Wealth Advisors
Pennsylvania
$1.81M +$28.7K +1,134 +2%
VVP
352
Venture Visionary Partners
Ohio
$1.81M +$17.6K +694 +1%
SFC
353
Strategic Financial Concepts
Texas
$1.8M -$1.13M -44,823 -39%
SP
354
SWS Partners
Ohio
$1.8M +$41.7K +1,648 +2%
SAI
355
Savvy Advisors Inc
New York
$1.79M +$107K +4,242 +6%
ATPW
356
Ashton Thomas Private Wealth
Arizona
$1.75M +$14K +552 +0.8%
DWM
357
Dakota Wealth Management
Florida
$1.75M -$205K -8,083 -10%
B
358
Bailard
California
$1.74M -$79.7K -3,150 -4%
CG
359
Cynosure Group
Utah
$1.74M +$517K +20,428 +42%
CFS
360
CRA Financial Services
New Jersey
$1.72M +$23.7K +937 +1%
WIA
361
World Investment Advisors
California
$1.71M +$984K +38,886 +135%
ACG
362
Allen Capital Group
Nebraska
$1.7M +$15.7K +621 +0.9%
NHC
363
Nicholas Hoffman & Company
Georgia
$1.69M +$230K +9,108 +16%
CIP
364
Capital Insight Partners
Arizona
$1.69M -$1.18M -46,686 -41%
AO
365
Advisor OS
Illinois
$1.69M +$371K +14,649 +28%
CFIA
366
Cantor Fitzgerald Investment Advisors
New York
$1.68M +$127K +5,015 +8%
PIA
367
Panoramic Investment Advisors
Colorado
$1.67M +$173K +6,843 +12%
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$1.65M -$80.7K -3,188 -5%
MPCA
369
Madison Park Capital Advisors
Washington
$1.64M -$23.9K -946 -1%
LC
370
LTG Capital
Massachusetts
$1.64M +$20.9K +826 +1%
VWA
371
VSM Wealth Advisory
Maryland
$1.64M -$132K -5,230 -7%
B
372
Bensler
Washington
$1.64M -$400K -15,799 -20%
VCP
373
Vista Capital Partners
Oregon
$1.63M +$1.25M +49,309 +323%
OPWM
374
Oakwell Private Wealth Management
Texas
$1.63M +$5.26K +208 +0.3%
KLI
375
Kelman-Lazarov Inc
Tennessee
$1.62M +$1.19M +47,022 +279%
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