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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 %
MF
451
Midwestern Financial
Iowa
$1.13M +$1.13M +44,517 New
SWM
452
Silverlake Wealth Management
Vermont
$1.12M +$1.12M +44,290 New
OFG
453
Omega Financial Group
California
$1.11M -$15.3K -606 -1%
WCM
454
Wisconsin Capital Management
Wisconsin
$1.11M – – –
PWA
455
Peterson Wealth Advisors
Utah
$1.11M +$36.5K +1,443 +3%
SSWM
456
Sheets Smith Wealth Management
North Carolina
$1.11M -$60.4K -2,389 -5%
WPC
457
Wedmont Private Capital
Pennsylvania
$1.11M +$101K +3,857 +10%
GCA
458
Gradient Capital Advisors
California
$1.1M +$85.7K +3,389 +8%
PWM
459
Paulson Wealth Management
Illinois
$1.09M -$5.54K -219 -0.5%
GIA
460
GHP Investment Advisors
Colorado
$1.09M -$4.98K -197 -0.5%
NIM
461
Nicollet Investment Management
Minnesota
$1.09M -$37.5K -1,481 -3%
BWL
462
Bogart Wealth LLC
Virginia
$1.08M +$54.4K +2,152 +5%
AIM
463
Archer Investment Management
Texas
$1.08M -$428K -16,900 -28%
QCG
464
Quadrant Capital Group
Ohio
$1.08M -$163K -6,434 -13%
CIA
465
Concurrent Investment Advisors
Florida
$1.07M +$101K +3,987 +10%
CA
466
Claro Advisors
Massachusetts
$1.07M +$6.2K +245 +0.6%
PAYA
467
Phil A. Younker & Associates
Alaska
$1.06M – – –
MMHP
468
Murphy Middleton Hinkle & Parker
Georgia
$1.05M – – –
VCM
469
Virtue Capital Management
Tennessee
$1.05M +$64.9K +2,566 +7%
EFS
470
Econ Financial Services
Pennsylvania
$1.05M +$33.1K +1,310 +3%
WBCM
471
Wilson & Boucher Capital Management
California
$1.05M -$10K -396 -0.9%
CFO
472
Collective Family Office
Pennsylvania
$1.03M +$10.8K +426 +1%
WAG
473
Wiser Advisor Group
Arizona
$1.03M +$860 +34 +0.1%
SAM
474
Smithbridge Asset Management
Pennsylvania
$1.03M -$1.63M -64,539 -61%
IFS
475
Ifrah Financial Services
Arkansas
$1.02M -$3.69K -146 -0.4%
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