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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 %
LF
551
LifePlan Financial
Minnesota
$734K +$633 +25 +0.1%
HCM
552
Hengehold Capital Management
Ohio
$731K -$164K -6,473 -18%
CFO
553
CVA Family Office
Colorado
$730K +$47.9K +1,892 +7%
WF
554
Warner Financial
Maryland
$727K +$36.3K +1,435 +5%
SF
555
Synovus Financial
Georgia
$723K +$962 +38 +0.1%
APSI
556
Asset Planning Services Inc
Louisiana
$719K -$48K -1,897 -6%
CHJWM
557
Carlton Hofferkamp & Jenks Wealth Management
Texas
$719K -$30.8K -1,184 -4%
FWP
558
FAS Wealth Partners
Kansas
$718K +$129K +5,101 +22%
BSCCG
559
Blue Sky Capital Consultants Group
California
$703K -$32.1K -1,267 -4%
BTWM
560
Brass Tax Wealth Management
Ohio
$697K +$84.3K +3,333 +14%
AT
561
American Trust
Kentucky
$696K +$696K +27,507 New
Vanguard Group
562
Vanguard Group
Pennsylvania
$680K +$23.4K +926 +4%
WIM
563
WealthPlan Investment Management
Nebraska
$678K -$16K -631 -2%
SWP
564
Stratos Wealth Partners
Ohio
$677K -$1.02M -40,164 -60%
VAMG
565
Voisard Asset Management Group
Michigan
$677K -$10.6K -420 -2%
YIM
566
Yoffe Investment Management
Pennsylvania
$671K +$25 +1 +0%
FWI
567
Facet Wealth Inc
Maryland
$663K +$15.3K +596 +2%
LFAS
568
Level Four Advisory Services
Texas
$662K +$107K +4,232 +19%
ACA
569
Aspire Capital Advisors
Washington
$658K -$34K -1,343 -5%
MAS
570
Madden Advisory Services
Florida
$657K +$3.82K +151 +0.6%
JWCA
571
J.W. Cole Advisors
Florida
$657K +$111K +4,396 +20%
APP
572
Avantax Planning Partners
Iowa
$654K +$17.8K +704 +3%
DTC
573
Davidson Trust Company
Washington
$647K – – –
EW
574
Evoke Wealth
California
$647K – – –
LWM
575
Luminvest Wealth Management
Arizona
$646K -$13.1K -519 -2%
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