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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 %
PSP
626
Pacific Sage Partners
Washington
$517K -$2.02K -80 -0.4%
CCM
627
Condor Capital Management
New Jersey
$517K -$6.96K -275 -1%
SRC
628
Sage Rhino Capital
California
$510K +$278 +11 +0.1%
EAM
629
Evanson Asset Management
California
$509K +$1.42K +56 +0.3%
TAM
630
Townsend Asset Management
North Carolina
$507K -$6.96K -275 -1%
AA
631
Aire Advisors
California
$506K – – –
FA
632
Fermata Advisors
California
$502K +$7.84K +310 +2%
LIA
633
LBMC Investment Advisors
Tennessee
$500K – – –
CA
634
CWC Advisors
Oregon
$497K -$1.27K -50 -0.3%
LIA
635
Lynx Investment Advisory
District of Columbia
$496K +$43.7K +1,726 +10%
PFA
636
Petra Financial Advisors
Colorado
$491K +$61.7K +2,438 +14%
MCM
637
Mainstay Capital Management
Michigan
$491K +$238K +9,418 +94%
TIA
638
Tiemann Investment Advisors
California
$489K -$4.05K -160 -0.8%
PFBT
639
Parkside Financial Bank & Trust
Missouri
$488K +$76 +3 +0%
USCWA
640
U.S. Capital Wealth Advisors
Texas
$488K -$112K -4,418 -19%
BlackRock
641
BlackRock
New York
$487K +$122K +4,815 +33%
RWM
642
Revisor Wealth Management
Ohio
$485K +$7.16K +273 +1%
SA
643
Stewardship Advisors
Pennsylvania
$484K +$31.1K +1,231 +7%
Chevy Chase Trust
644
Chevy Chase Trust
Maryland
$481K -$66K -2,609 -12%
CAG
645
Curtis Advisory Group
California
$480K +$33.3K +1,317 +7%
TSS
646
Two Sigma Securities
New York
$479K -$82.5K -3,259 -15%
LFG
647
Leverty Financial Group
Wisconsin
$477K -$358K -14,147 -43%
SOS
648
Silver Oak Securities
Tennessee
$476K -$3.67K -145 -0.8%
BFA
649
Beaumont Financial Advisors
Massachusetts
$474K -$29.7K -1,173 -6%
GWANC
650
Guardian Wealth Advisors (North Carolina)
North Carolina
$472K -$14.1K -558 -3%
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