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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,110 hedge funds and large institutions have $6.04B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 437 increasing their positions, 413 reducing their positions, and 81 closing their positions.

Holders
1,110
Holders Change
-10
Holders Change %
-0.89%
% of All Funds
14.9%
Holding in Top 10
50
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.09%
% of All Funds
0.67%
New
99
Increased
437
Reduced
413
Closed
81
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
-$1.05M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$846M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$61.4M
4
SEI Investments
4
SEI Investments
Pennsylvania
$392M
5
Bank of America
5
Bank of America
North Carolina
$481M

Top Sellers

1
WA
1
Waterford Advisors
New York
$16.9M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$2.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$39.6M
4
Cerity Partners
4
Cerity Partners
New York
$98.4M
5
Ameriprise
5
Ameriprise
Minnesota
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$33.2M 1,311,482 -22,629 -2%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$32.6M 1,289,071 -24,175 -2%
KBFS
28
Kohmann Bosshard Financial Services
Ohio
$32.2M 1,273,785 +57,177 +5%
RRWA
29
Rainey & Randall Wealth Advisors
Florida
$30.9M 1,222,162 -21,280 -2%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$30.7M 1,213,909 +228,911 +23%
MAG
31
Mokosak Advisory Group
Iowa
$29.7M 1,173,734 +39,242 +3%
KFC
32
Klingenstein Fields & Co
New York
$29M 1,144,969 -54,597 -5%
GRR
33
Golden Reserve Retirement
Ohio
$28.9M 1,144,529 +132,482 +13%
LWMT
34
Legacy Wealth Management (Tennessee)
Tennessee
$28.6M 1,129,803 +20,292 +2%
SFS
35
Summit Financial Strategies
Ohio
$26.1M 1,030,250 -27,264 -3%
DAS
36
Dynamic Advisor Solutions
Arizona
$25.4M 1,002,784 +59,728 +6%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$25.2M 997,761 +83,095 +9%
Osaic Holdings
38
Osaic Holdings
Arizona
$25.2M 990,749 -146,008 -13%
BWA
39
BlueSky Wealth Advisors
North Carolina
$24.9M 982,950 +33,867 +4%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$24.4M 964,881 +23,803 +3%
NFW
41
Noble Family Wealth
Florida
$24.4M 962,531 +56,154 +6%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$23.8M 939,529 +13,906 +2%
Wells Fargo
43
Wells Fargo
California
$23.7M 938,079 +34,327 +4%
FWM
44
ForthRight Wealth Management
Georgia
$23.2M 916,117 +77,299 +9%
TCM
45
TruNorth Capital Management
Michigan
$21.8M 862,366 +129,841 +18%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.9M 827,634 +626,518 +312%
BPA
47
Beacon Pointe Advisors
California
$20.7M 818,622 -37,163 -4%
JF
48
Joule Financial
Kentucky
$20.6M 814,902 +155,283 +24%
SFP
49
Strategic Financial Planning
Texas
$19.3M 762,757 +1,307 +0.2%
WCFP
50
White & Co Financial Planning
Washington
$18.9M 747,217 +58,417 +8%
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