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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,121 hedge funds and large institutions have $5.37B invested in Schwab U.S Small- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 439 increasing their positions, 449 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-34
Holders Change %
-2.94%
% of All Funds
15.23%
Holding in Top 10
56
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.42%
% of All Funds
0.76%
New
73
Increased
439
Reduced
449
Closed
77
Calls
$1.32M
Puts
$63K
Net Calls
+$1.26M
Net Calls Change
-$388K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$52.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$24.8M
3
DAS
Dynamic Advisor Solutions
Arizona
+$22.1M
4
Betterment LLC
Betterment LLC
New York
+$18.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.3M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.04B
2
Bank of America
Bank of America
North Carolina
-$663M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
4
FIA
Foundations Investment Advisors
Arizona
-$21.4M
5
FIBT
First International Bank & Trust
North Dakota
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
376
Krilogy Financial
Missouri
$1.46M +$196K +8,351 +15%
BWM
377
BNC Wealth Management
Oregon
$1.44M -$1.29M -54,973 -47%
CFIA
378
Cantor Fitzgerald Investment Advisors
New York
$1.44M +$655K +27,972 +84%
IC
379
IEQ Capital
California
$1.43M -$123K -5,232 -8%
AIA
380
Arcadia Investment Advisors
Idaho
$1.41M -$59.5K -2,538 -4%
EWA
381
Exencial Wealth Advisors
Oklahoma
$1.4M +$100K +4,282 +8%
RWA
382
Redhawk Wealth Advisors
Minnesota
$1.4M -$8.88K -379 -0.6%
SFWA
383
Summit Financial Wealth Advisors
Louisiana
$1.4M +$98.3K +4,194 +8%
AIM
384
Archer Investment Management
Texas
$1.4M -$646K -27,552 -32%
PIA
385
Panoramic Investment Advisors
Colorado
$1.38M +$30.3K +1,294 +2%
PWW
386
Pettyjohn Wood & White
Virginia
$1.36M -$18.7K -800 -1%
NHC
387
Nicholas Hoffman & Company
Georgia
$1.36M +$73.4K +3,134 +6%
CAL
388
Capital Analysts LLC
Pennsylvania
$1.34M -$84.6K -3,610 -6%
SIG
389
Spinnaker Investment Group
California
$1.34M -$55.2K -2,358 -4%
MCM
390
Mendel Capital Management
Arkansas
$1.33M +$234K +9,981 +21%
GWM
391
Greenhouse Wealth Management
Connecticut
$1.33M -$46.5K -1,984 -3%
PA
392
PFG Advisors
Arizona
$1.33M +$55.9K +2,387 +4%
EF
393
Envision Financial
Wisconsin
$1.33M -$23.9K -1,022 -2%
PS
394
Planned Solutions
California
$1.32M -$13.7K -583 -1%
CIA
395
Cape Investment Advisory
Georgia
$1.31M -$76.3K -3,256 -6%
CA
396
Cambridge Advisors
Nebraska
$1.3M -$2.39K -102 -0.2%
UAG
397
United Advisor Group
Ohio
$1.3M +$202K +8,641 +19%
ATI
398
ARK & TLK Investments
Oklahoma
$1.29M -$4.22K -180 -0.3%
NA
399
Nestegg Advisors
New York
$1.28M +$2.95K +126 +0.2%
PSCM
400
Per Stirling Capital Management
Texas
$1.27M +$15.8K +674 +1%
14 15
16
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