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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 %
BI
651
Berkeley Inc
Idaho
$470K -$4K -158 -0.8%
FAG
652
Fortitude Advisory Group
Washington
$468K +$15.5K +614 +3%
AC
653
Addison Capital
Pennsylvania
$467K +$25 +1 +0%
MA
654
MJP Associates
Connecticut
$464K +$32.8K +1,297 +8%
RWM
655
Rialto Wealth Management
New York
$464K +$380 +15 +0.1%
MA
656
MONECO Advisors
Connecticut
$463K +$3.92K +155 +0.9%
BB
657
Busey Bank
Illinois
$462K +$462K +18,270 New
SW
658
Simplicity Wealth
New Jersey
$461K +$227K +8,954 +97%
BA
659
Bridgewater Advisors
New York
$461K -$10.5K -400 -2%
DP
660
Dearborn Partners
Illinois
$461K +$102K +4,022 +28%
CA
661
Calton & Associates
Florida
$460K -$359K -14,196 -44%
AIM
662
AHL Investment Management
Florida
$460K – – –
HIP
663
HUB Investment Partners
Texas
$459K -$32.7K -1,291 -7%
WW
664
Waterfront Wealth
Kansas
$459K +$25 +1 +0%
RPGK
665
Retirement Planning Group (Kansas)
Kansas
$455K +$10.8K +428 +2%
ODIJL
666
One Day In July LLC
Vermont
$452K +$452K +17,878 New
PFS
667
Prospera Financial Services
Texas
$447K +$194K +7,656 +76%
TWM
668
Thrive Wealth Management
Pennsylvania
$445K +$43.3K +1,712 +11%
TW
669
TritonPoint Wealth
Maryland
$442K -$27.2K -1,077 -6%
SAF
670
Smith Anglin Financial
Texas
$442K -$50.7K -2,002 -10%
KP
671
Keel Point
Alabama
$442K -$30K -1,186 -6%
TWA
672
Trellis Wealth Advisors
California
$441K – – –
OCM
673
One Capital Management
California
$439K -$59.5K -2,352 -12%
LTL
674
Lowery Thomas LLC
California
$437K -$399K -15,770 -48%
MWP
675
Meridian Wealth Partners
Pennsylvania
$434K +$15.1K +598 +4%
25 26
27
28 29