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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,109 hedge funds and large institutions have $6.04B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 437 increasing their positions, 413 reducing their positions, and 81 closing their positions.

Holders
1,109
Holders Change
-11
Holders Change %
-0.98%
% of All Funds
14.89%
Holding in Top 10
50
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.09%
% of All Funds
0.67%
New
98
Increased
437
Reduced
413
Closed
81
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
-$1.05M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$846M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
RWM
3
RMG Wealth Management
Wisconsin
$36M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$61.4M
5
SEI Investments
5
SEI Investments
Pennsylvania
$392M

Top Sellers

1
WA
1
Waterford Advisors
New York
$16.9M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$2.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$39.6M
4
Cerity Partners
4
Cerity Partners
New York
$98.4M
5
Ameriprise
5
Ameriprise
Minnesota
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
51
FIDELIS iM
Oregon
$18.6M 734,894 +5,955 +0.8%
MFGP
52
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.4M 729,019 -17,486 -2%
VWA
53
Visionary Wealth Advisors
Illinois
$18.4M 727,304 +111,517 +18%
ONB
54
Old National Bancorp
Indiana
$17.9M 709,035 +75,909 +12%
CST
55
Charles Schwab Trust
Nevada
$17.6M 697,105 +9,250 +1%
Raymond James Financial
56
Raymond James Financial
Florida
$17.5M 691,657 -36,796 -5%
SFG
57
Sage Financial Group
Pennsylvania
$17.5M 690,750 +9,339 +1%
JIC
58
Johnson Investment Counsel
Ohio
$17.3M 682,705 +19,842 +3%
WA
59
Waterford Advisors
New York
$16.9M 40,803 -597,284 -94%
CPIG
60
Chicago Partners Investment Group
Illinois
$16.5M 623,632 +42,400 +7%
BSB
61
Bangor Savings Bank
Maine
$15.9M 627,780 -1,901 -0.3%
ACA
62
Ascension Capital Advisors
Texas
$15.7M 620,787 +5,515 +0.9%
BWA
63
Burt Wealth Advisors
Maryland
$15.2M 601,692 +2,683 +0.4%
CCA
64
Clearwater Capital Advisors
Illinois
$15.2M 600,161 +36,720 +7%
SWRP
65
Summit Wealth & Retirement Planning
California
$15.2M 599,619 -15,933 -3%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$15.1M 597,667 +38,307 +7%
RWM
67
RKL Wealth Management
Pennsylvania
$15M 594,508 -61,566 -9%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$14.8M 585,917 -13,582 -2%
MSFS
69
Main Street Financial Solutions
Pennsylvania
$14.8M 583,102 +27,415 +5%
TRCT
70
Tower Research Capital (TRC)
New York
$14.6M 576,440 +477,334 +482%
FNC
71
First National Corp
Massachusetts
$14.6M 575,874 +28,066 +5%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$14M 555,189 +240,509 +76%
WA
73
Waverly Advisors
Alabama
$14M 553,255 -49,355 -8%
MTC
74
Matrix Trust Company
Colorado
$13.6M 539,098 +6,860 +1%
NYLIM
75
New York Life Investment Management
New York
$13.6M 537,089 +92,083 +21%
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