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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 %
KPWS
626
Kestra Private Wealth Services
Texas
$470K +$36.2K +1,545 +8%
AA
627
Aire Advisors
California
$469K – – –
PPA
628
Pacific Point Advisors
California
$469K +$469K +20,000 New
BFA
629
Beaumont Financial Advisors
Massachusetts
$466K -$71.1K -3,034 -13%
LIA
630
LBMC Investment Advisors
Tennessee
$463K -$4.34K -185 -0.9%
CWA
631
Cornerstone Wealth Advisors
Minnesota
$463K -$16.2K -691 -3%
OCM
632
One Capital Management
California
$462K -$134K -5,736 -23%
CA
633
CWC Advisors
Oregon
$461K -$1.27K -54 -0.3%
DAS
634
Diversify Advisory Services
Utah
$460K -$1.02M -44,369 -69%
FA
635
Fermata Advisors
California
$457K +$59.6K +2,544 +15%
Kovitz Investment Group Partners
636
Kovitz Investment Group Partners
Illinois
$457K -$141K -6,002 -24%
TIA
637
Tiemann Investment Advisors
California
$457K – – –
SAF
638
Smith Anglin Financial
Texas
$457K -$2.95K -126 -0.6%
WCF
639
West Coast Financial
California
$457K – – –
MPM
640
Meritage Portfolio Management
Kansas
$457K +$457K +19,484 New
HIP
641
HUB Investment Partners
Texas
$455K -$122K -5,189 -21%
PFBT
642
Parkside Financial Bank & Trust
Missouri
$452K +$32K +1,364 +8%
GWANC
643
Guardian Wealth Advisors (North Carolina)
North Carolina
$450K +$14.1K +600 +3%
AGWCA
644
Annis Gardner Whiting Capital Advisors
Florida
$446K +$41K +1,750 +10%
SOS
645
Silver Oak Securities
Tennessee
$445K -$8.85K -377 -2%
BFA
646
Bluestem Financial Advisors
Illinois
$442K -$15.8K -675 -3%
FC
647
FCA Corp
Texas
$441K -$13.3K -566 -3%
SIC
648
Sigma Investment Counselors
Michigan
$441K -$378K -16,113 -46%
BI
649
Berkeley Inc
Idaho
$439K -$59.5K -2,540 -12%
FCH
650
Freestone Capital Holdings
Washington
$437K -$82.2K -3,510 -16%
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