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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 %
DWT
501
Dorsey & Whitney Trust
South Dakota
$901K – – –
RWA
502
Roberts Wealth Advisors
California
$900K -$15.2K -601 -2%
TIAA Trust, National Association
503
TIAA Trust, National Association
North Carolina
$898K +$180K +7,096 +25%
SIC
504
Sigma Investment Counselors
Michigan
$898K +$422K +16,669 +89%
GFG
505
Grantvest Financial Group
New Jersey
$893K +$57.7K +2,282 +7%
FWM
506
Finer Wealth Management
Massachusetts
$891K -$102K -4,044 -10%
PAS
507
Park Avenue Securities
New York
$890K +$129K +5,113 +17%
SWM
508
Stark Wealth Management
Pennsylvania
$890K +$890K +40,194 New
WMWM
509
Whitaker-Myers Wealth Managers
Ohio
$887K -$105K -4,147 -11%
CS
510
Crescent Sterling
Louisiana
$874K -$171K -6,755 -16%
SIG
511
Spinnaker Investment Group
California
$873K -$568K -22,458 -39%
CPA
512
Clear Point Advisors
New York
$873K -$33.5K -1,325 -4%
IFA
513
Index Fund Advisors
California
$867K +$2.53K +100 +0.3%
WIC
514
Woodmont Investment Counsel
Tennessee
$866K -$2.02K -80 -0.2%
CF
515
Centaurus Financial
California
$864K +$331K +13,065 +62%
AI
516
Atria Investments
North Carolina
$863K -$3.02M -119,240 -78%
PCM
517
Parsons Capital Management
Rhode Island
$863K -$35.6K -1,407 -4%
KNFPWM
518
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$861K +$4.81K +190 +0.6%
TPCW
519
TD Private Client Wealth
New York
$856K +$663K +26,190 +342%
RC
520
Roundview Capital
New Jersey
$856K -$69.8K -2,760 -8%
BBHC
521
Brown Brothers Harriman & Co
New York
$855K +$855K +33,784 New
SC
522
SouthState Corp
Florida
$850K -$298K -11,785 -26%
CWA
523
Clearview Wealth Advisors
Oregon
$846K +$29.8K +1,179 +4%
HP
524
Hilltop Partners
Indiana
$844K -$45.3K -1,792 -5%
OC
525
Oarsman Capital
Wisconsin
$844K -$95.5K -3,773 -10%
19 20
21
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