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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 %
HT
676
Heritage Trust
Oklahoma
$403K – – –
TP
677
Tranquility Partners
Tennessee
$403K -$14K -597 -3%
S
678
SignatureFD
Georgia
$402K -$196K -8,385 -33%
JLBC
679
J.L. Bainbridge & Co
Florida
$402K +$94 +4 +0%
BFG
680
Berger Financial Group
Minnesota
$401K -$2.89M -123,413 -88%
RWIA
681
Roger Wittlin Investment Advisory
California
$400K +$937 +40 +0.2%
BEI
682
Benjamin Edwards Inc
Missouri
$400K -$82.5K -3,520 -17%
QCM
683
QRG Capital Management
Illinois
$399K -$25.4K -1,083 -6%
MA
684
MJP Associates
Connecticut
$399K -$2.48K -106 -0.6%
PFA
685
Pure Financial Advisors
California
$399K +$58.9K +2,512 +17%
PI
686
PFG Investments
New York
$398K -$4.66K -199 -1%
PFA
687
Petra Financial Advisors
Colorado
$398K -$2.7M -115,184 -87%
GWA
688
Geometric Wealth Advisors
District of Columbia
$397K +$141 +6 +0%
GVAG
689
Great Valley Advisor Group
Delaware
$396K -$13.1K -561 -3%
KLI
690
Kelman-Lazarov Inc
Tennessee
$395K +$37K +1,577 +10%
KOC
691
Koss-Olinger Consulting
Florida
$395K -$39.9K -1,702 -9%
BW
692
BIP Wealth
Georgia
$392K +$18.5K +791 +5%
CCG
693
Chatham Capital Group
Georgia
$390K – – –
DFA
694
DHK Financial Advisors
New Hampshire
$390K -$39.8K -1,698 -9%
MWP
695
Meridian Wealth Partners
Pennsylvania
$388K -$68.7K -2,930 -15%
FAG
696
Fortitude Advisory Group
Washington
$387K -$953 -44 -0.2%
MIA
697
MeadowBrook Investment Advisors
Michigan
$386K +$398 +17 +0.1%
BAM
698
Belpointe Asset Management
Nevada
$383K -$273K -11,667 -42%
FCA
699
Fortis Capital Advisors
Kansas
$383K +$383K +16,360 New
RA
700
Ruggaard & Associates
Ohio
$383K -$13.4K -570 -3%
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