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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,117 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 101 funds opening new positions, 439 increasing their positions, 415 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
14.97%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.7%
New
101
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 %
PHIC
701
Pine Haven Investment Counsel
Massachusetts
$403K -$10.1K -400 -2%
CAP
702
Columbia Advisory Partners
Washington
$402K -$557 -22 -0.1%
WC
703
Waterloo Capital
Texas
$398K -$68.8K -2,719 -15%
QWM
704
Quadcap Wealth Management
Texas
$396K – – –
BAM
705
Belpointe Asset Management
Nevada
$395K -$18.8K -745 -5%
FCA
706
Fortis Capital Advisors
Kansas
$395K -$18.8K -745 -5%
HWA
707
Heritage Wealth Architects
Minnesota
$395K +$395K +15,612 New
BFS
708
Bradley Foster & Sargent
Connecticut
$392K +$392K +15,510 New
VBFG
709
Vishria Bird Financial Group
Tennessee
$392K – – –
PWP
710
Principle Wealth Partners
Connecticut
$392K – – –
CWM
711
Connecticut Wealth Management
Connecticut
$391K +$166K +6,555 +74%
GVAG
712
Great Valley Advisor Group
Delaware
$391K -$36.7K -1,452 -9%
FF
713
Farnam Financial
Arizona
$391K +$44.8K +1,770 +13%
CAL
714
Capital Advisors Ltd
Ohio
$389K -$14.5K -575 -4%
XT
715
XTX Topco
Cayman Islands
$386K +$386K +15,272 New
TWM
716
Triton Wealth Management
Arizona
$386K +$386K +14,725 New
FNBOMD
717
First National Bank of Mount Dora
Florida
$385K – – –
CIA
718
Capital Investment Advisors
Georgia
$381K -$2.08K -82 -0.5%
GWA
719
Geometric Wealth Advisors
District of Columbia
$381K -$47.8K -1,891 -11%
S
720
SignatureFD
Georgia
$379K -$55.4K -2,188 -13%
CAM
721
Clark Asset Management
New Hampshire
$379K +$379K +14,987 New
BW
722
BIP Wealth
Georgia
$378K -$45.1K -1,781 -11%
SPA
723
Sentinel Pension Advisors
Massachusetts
$376K +$8.3K +328 +2%
CW
724
CreativeOne Wealth
Kansas
$375K -$1.95K -77 -0.5%
JWM
725
Jeppson Wealth Management
California
$374K -$6.68K -264 -2%
27 28
29
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