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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 %
KP
651
Keel Point
Alabama
$437K -$45.6K -1,946 -9%
SCM
652
SCS Capital Management
Massachusetts
$435K +$435K +18,585 New
TW
653
TritonPoint Wealth
Maryland
$435K -$7.12K -304 -2%
AC
654
Addison Capital
Pennsylvania
$433K -$34.8K -1,484 -7%
WC
655
Waterloo Capital
Texas
$432K +$31.9K +1,363 +8%
RWM
656
Rialto Wealth Management
New York
$429K +$492 +21 +0.1%
RWM
657
Revisor Wealth Management
Ohio
$427K +$427K +18,208 New
AIM
658
AHL Investment Management
Florida
$426K +$426K +18,164 New
MA
659
MONECO Advisors
Connecticut
$425K +$13.1K +561 +3%
WW
660
Waterfront Wealth
Kansas
$425K +$703 +30 +0.2%
CAWM
661
Capital Advisors Wealth Management
Washington
$423K -$188K -8,011 -31%
SA
662
Stewardship Advisors
Pennsylvania
$419K +$63.7K +2,718 +18%
LIA
663
Lynx Investment Advisory
District of Columbia
$419K -$2.88K -123 -0.7%
BA
664
Bridgewater Advisors
New York
$414K -$9.57K -417 -2%
HTC
665
Haverford Trust Company
Pennsylvania
$414K +$15.4K +659 +4%
CAG
666
Curtis Advisory Group
California
$413K -$4.36K -186 -1%
KFS
667
Kaizen Financial Strategies
California
$412K +$85.3K +3,642 +26%
RPGK
668
Retirement Planning Group (Kansas)
Kansas
$411K +$411K +17,542 New
Envestnet Portfolio Solutions
669
Envestnet Portfolio Solutions
Illinois
$410K -$2.17M -92,534 -84%
EI
670
Ellevest Inc
New York
$410K +$469 +20 +0.1%
TWA
671
Trellis Wealth Advisors
California
$408K – – –
EK
672
Evensky & Katz
Florida
$408K +$844 +36 +0.2%
SFG
673
Sovereign Financial Group
Connecticut
$407K +$2.25K +96 +0.6%
FA
674
Fiduciary Alliance
South Carolina
$406K +$52.6K +2,247 +15%
APA
675
Astoria Portfolio Advisors
New York
$403K +$203K +9,120 +101%
25 26
27
28 29