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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 %
WCWM
576
Wooster Corthell Wealth Management
Connecticut
$643K -$25.3K -999 -4%
MA
577
Mutual Advisors
Nebraska
$642K -$4.43K -168 -0.7%
HIC
578
Holderness Investments Company
North Carolina
$635K -$26.2K -1,037 -4%
BFS
579
Burkett Financial Services
South Carolina
$634K -$23.9K -946 -4%
IIA
580
Integral Investment Advisors
California
$622K +$658 +26 +0.1%
HI
581
Hendershot Investments
Virginia
$622K +$23.6K +932 +4%
PAM
582
Pegasus Asset Management
New York
$620K – – –
MCC
583
Money Concepts Capital
Florida
$620K +$38.9K +1,538 +7%
BF
584
Brucke Financial
Indiana
$619K +$20.2K +797 +3%
NA
585
Nautilus Advisors
California
$619K +$2.53K +100 +0.4%
AIM
586
Acropolis Investment Management
Missouri
$617K – – –
CAM
587
Carret Asset Management
New York
$617K -$15.2K -600 -2%
WA
588
WP Advisors
California
$609K +$2K +79 +0.3%
FSWA
589
Financial Synergies Wealth Advisors
Texas
$608K +$21.8K +863 +4%
LJAC
590
L.J. Altfest & Co
New York
$604K +$43.1K +1,705 +8%
FC
591
Forte Capital
New York
$601K +$24.9K +984 +4%
RDWM
592
Red Door Wealth Management
Tennessee
$601K -$22.3K -882 -4%
PSF
593
Pacific Sun Financial
California
$599K -$29.6K -1,170 -5%
NCM
594
Northwest Capital Management
Oregon
$597K -$649K -25,669 -52%
AGWCA
595
Annis Gardner Whiting Capital Advisors
Florida
$593K +$111K +4,400 +23%
WCM
596
Weaver Capital Management
Georgia
$589K – – –
P
597
&Partners
Tennessee
$581K -$118K -4,671 -17%
CPL
598
CAP Partners LLC
Tennessee
$581K -$74.9K -2,961 -11%
LB
599
Legacy Bridge
Iowa
$581K – – –
GIM
600
Glenmede Investment Management
Pennsylvania
$578K +$578K +22,854 New
22 23
24
25 26