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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 %
WIM
376
Warwick Investment Management
Texas
$1.61M +$277K +10,937 +21%
ECM
377
Exchange Capital Management
Michigan
$1.61M -$207K -8,172 -11%
FA
378
Financial Advisors
Massachusetts
$1.59M +$607 +24 +0%
DSC
379
Duncker Streett & Co
Missouri
$1.57M -$137K -5,429 -8%
CCM
380
Coldstream Capital Management
Washington
$1.56M -$126K -4,962 -7%
RWA
381
Redhawk Wealth Advisors
Minnesota
$1.55M +$39.6K +1,567 +3%
PSCM
382
Per Stirling Capital Management
Texas
$1.55M +$170K +6,708 +12%
OFS
383
Oldfather Financial Services
Nebraska
$1.54M +$415K +16,392 +37%
EWA
384
Exencial Wealth Advisors
Oklahoma
$1.52M +$2.66K +105 +0.2%
AIA
385
Arcadia Investment Advisors
Idaho
$1.51M -$13.4K -528 -0.9%
GWM
386
Greenhouse Wealth Management
Connecticut
$1.5M +$63.9K +2,525 +4%
State Farm Mutual Automobile Insurance
387
State Farm Mutual Automobile Insurance
Illinois
$1.49M +$944K +37,329 +175%
TC
388
Tenret Company
Florida
$1.48M +$1.48M +58,580 New
PWW
389
Pettyjohn Wood & White
Virginia
$1.46M -$12.7K -500 -0.9%
BWM
390
BNC Wealth Management
Oregon
$1.45M -$115K -4,543 -7%
BJL
391
Brighton Jones LLC
Washington
$1.44M +$90.3K +3,570 +7%
EF
392
Envision Financial
Wisconsin
$1.42M -$15.4K -607 -1%
MIA
393
Milestone Investment Advisors
Wisconsin
$1.41M -$215K -8,510 -13%
BPWM
394
Badgley Phelps Wealth Managers
Washington
$1.4M +$27.1K +1,070 +2%
CIA
395
Cape Investment Advisory
Georgia
$1.4M -$15.5K -614 -1%
ATI
396
ARK & TLK Investments
Oklahoma
$1.39M – – –
KF
397
Krilogy Financial
Missouri
$1.39M -$189K -7,469 -12%
KWM
398
Kingsview Wealth Management
Oregon
$1.39M +$17.4K +689 +1%
NA
399
Nestegg Advisors
New York
$1.38M -$7.72K -305 -0.6%
NGA
400
Naples Global Advisors
Florida
$1.37M +$70.5K +2,786 +5%
14 15
16
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