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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 %
EFS
476
Econ Financial Services
Pennsylvania
$939K -$7.24K -309 -0.8%
BWM
477
BankPlus Wealth Management
Mississippi
$937K +$639K +27,289 +215%
BA
478
Bristlecone Advisors
Washington
$930K -$5.37K -229 -0.6%
SAM
479
Summit Asset Management
Tennessee
$924K -$142K -6,062 -13%
FWM
480
Finer Wealth Management
Massachusetts
$920K -$96K -4,098 -9%
WMWM
481
Whitaker-Myers Wealth Managers
Ohio
$919K -$26.8K -1,145 -3%
MCM
482
Mengis Capital Management
Oregon
$914K +$5.23K +223 +0.6%
VCM
483
Virtue Capital Management
Tennessee
$910K +$121K +5,171 +15%
FEM
484
Fulcrum Equity Management
Texas
$907K -$16.1K -686 -2%
EFM
485
Eley Financial Management
Vermont
$901K -$16.2K -689 -2%
EA
486
Enclave Advisors
Texas
$894K -$256K -10,936 -22%
CIA
487
Concurrent Investment Advisors
Florida
$893K +$3.21K +137 +0.4%
M
488
MYeCFO
California
$893K -$10.8K -460 -1%
CAM
489
Cozad Asset Management
Illinois
$890K – – –
PWA
490
Peterson Wealth Advisors
Utah
$890K +$890K +42,428 New
RTL
491
Red Tortoise LLC
Georgia
$889K -$46.2K -1,971 -5%
MW
492
MBL Wealth
North Carolina
$883K – – –
DCM
493
Donaldson Capital Management
Indiana
$883K +$33.6K +1,433 +4%
EWP
494
Elevation Wealth Partners
California
$873K -$3.35K -143 -0.4%
FIC
495
Family Investment Center
Missouri
$872K -$53.8K -2,298 -6%
OC
496
Oarsman Capital
Wisconsin
$870K -$52.3K -2,233 -6%
Jane Street
497
Jane Street
New York
$867K +$867K +36,992 New
MSWMA
498
Market Street Wealth Management Advisors
Indiana
$860K – – –
RC
499
Roundview Capital
New Jersey
$857K +$4.99K +213 +0.6%
RWA
500
Roberts Wealth Advisors
California
$847K -$22.9K -976 -3%
18 19
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