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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 %
JLBC
676
J.L. Bainbridge & Co
Florida
$434K +$127 +5 +0%
Envestnet Portfolio Solutions
677
Envestnet Portfolio Solutions
Illinois
$433K -$9.34K -369 -2%
CTA
678
Chesley Taft & Associates
Illinois
$433K +$52.2K +2,062 +14%
RWIA
679
Roger Wittlin Investment Advisory
California
$433K +$1.42K +56 +0.3%
BEI
680
Benjamin Edwards Inc
Missouri
$432K +$278 +11 +0.1%
HTC
681
Haverford Trust Company
Pennsylvania
$432K -$15.2K -601 -3%
SAW
682
Signal Advisors Wealth
Michigan
$431K -$2.21M -87,483 -84%
EK
683
Evensky & Katz
Florida
$429K -$11.3K -446 -3%
FC
684
FCA Corp
Texas
$429K -$47.9K -1,892 -10%
TP
685
Tranquility Partners
Tennessee
$426K -$8.65K -342 -2%
KOC
686
Koss-Olinger Consulting
Florida
$426K -$304 -12 -0.1%
PCM
687
Pennsylvania Capital Management
Pennsylvania
$424K +$23.2K +917 +6%
EFA
688
Evernest Financial Advisors
Indiana
$422K +$14.3K +566 +4%
CCG
689
Chatham Capital Group
Georgia
$421K – – –
MIA
690
MeadowBrook Investment Advisors
Michigan
$417K – – –
Russell Investments Group
691
Russell Investments Group
United Kingdom
$416K +$172K +6,813 +71%
HCP
692
Hardin Capital Partners
South Carolina
$415K +$690 +27 +0.2%
Citigroup
693
Citigroup
New York
$414K +$155K +6,128 +60%
APW
694
Aurora Private Wealth
New Jersey
$413K +$413K +16,322 New
CCC
695
Compass Capital Corp
Massachusetts
$412K +$4.41K +171 +1%
APG
696
Abacus Planning Group
South Carolina
$411K +$51 +2 +0%
BFG
697
Berger Financial Group
Minnesota
$407K -$26.5K -1,049 -6%
MFF
698
Michels Family Financial
Texas
$406K +$1.24K +49 +0.3%
RA
699
Ruggaard & Associates
Ohio
$405K -$8.1K -320 -2%
AV
700
Aspiring Ventures
Ohio
$403K +$69.5K +2,746 +21%
26 27
28
29 30