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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 %
TSS
601
Two Sigma Securities
New York
$520K +$520K +22,202 New
LJAC
602
L.J. Altfest & Co
New York
$520K +$93K +3,969 +22%
SFG
603
SNS Financial Group
Minnesota
$519K -$106K -4,513 -17%
MOS
604
MGO One Seven
Ohio
$519K +$40.5K +1,727 +8%
LFAS
605
Level Four Advisory Services
Texas
$514K +$6.87K +293 +1%
ACM
606
Armbruster Capital Management
New York
$514K – – –
MCCA
607
Mill Creek Capital Advisors
Pennsylvania
$514K – – –
Chevy Chase Trust
608
Chevy Chase Trust
Maryland
$507K +$23K +981 +5%
JWCA
609
J.W. Cole Advisors
Florida
$505K -$59.1K -2,522 -10%
BIA
610
Bigelow Investment Advisors
Maine
$504K +$8.2K +350 +2%
AWA
611
Acorn Wealth Advisors
Michigan
$503K +$1.13K +48 +0.2%
State Farm Mutual Automobile Insurance
612
State Farm Mutual Automobile Insurance
Illinois
$501K +$425K +18,149 +563%
PS
613
Principal Securities
Iowa
$500K +$517 +20 +0.1%
SWM
614
Stockman Wealth Management
Montana
$497K +$62.2K +2,656 +14%
ARC
615
Advisor Resource Council
Texas
$495K +$495K +22,929 New
CF
616
Centaurus Financial
California
$494K +$215K +9,191 +77%
CCM
617
Condor Capital Management
New Jersey
$485K -$30.5K -1,303 -6%
PSP
618
Pacific Sage Partners
Washington
$480K -$32.6K -1,393 -6%
AL
619
ACAS LLC
California
$479K +$115 +5 +0%
CFD
620
Creative Financial Designs
Indiana
$479K +$2.58K +110 +0.5%
MCM
621
Mitchell Capital Management
Kansas
$477K -$11.6K -493 -2%
TAM
622
Townsend Asset Management
North Carolina
$476K -$3.54K -151 -0.7%
PD
623
Planning Directions
Pennsylvania
$476K +$843 +36 +0.2%
SRC
624
Sage Rhino Capital
California
$472K +$4.52K +193 +1%
EAM
625
Evanson Asset Management
California
$470K +$2.93K +125 +0.6%
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