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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,115 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, 414 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.95%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.68%
New
100
Increased
439
Reduced
414
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 %
FI
51
FIDELIS iM
Oregon
$18.6M +$151K +5,955 +0.8%
MFGP
52
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.4M -$442K -17,486 -2%
VWA
53
Visionary Wealth Advisors
Illinois
$18.4M +$2.82M +111,517 +18%
ONB
54
Old National Bancorp
Indiana
$17.9M +$1.92M +75,909 +12%
CST
55
Charles Schwab Trust
Nevada
$17.6M +$234K +9,250 +1%
Raymond James Financial
56
Raymond James Financial
Florida
$17.5M -$931K -36,796 -5%
SFG
57
Sage Financial Group
Pennsylvania
$17.5M +$236K +9,339 +1%
JIC
58
Johnson Investment Counsel
Ohio
$17.3M +$502K +19,842 +3%
WA
59
Waterford Advisors
New York
$16.9M -$248M -597,284 -94%
CPIG
60
Chicago Partners Investment Group
Illinois
$16.5M +$1.12M +42,400 +7%
BSB
61
Bangor Savings Bank
Maine
$15.9M -$48.1K -1,901 -0.3%
ACA
62
Ascension Capital Advisors
Texas
$15.7M +$140K +5,515 +0.9%
BWA
63
Burt Wealth Advisors
Maryland
$15.2M +$67.9K +2,683 +0.4%
CCA
64
Clearwater Capital Advisors
Illinois
$15.2M +$929K +36,720 +7%
SWRP
65
Summit Wealth & Retirement Planning
California
$15.2M -$403K -15,933 -3%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$15.1M +$969K +38,307 +7%
RWM
67
RKL Wealth Management
Pennsylvania
$15M -$1.56M -61,566 -9%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$14.8M -$344K -13,582 -2%
MSFS
69
Main Street Financial Solutions
Pennsylvania
$14.8M +$694K +27,415 +5%
TRCT
70
Tower Research Capital (TRC)
New York
$14.6M +$12.1M +477,334 +482%
FNC
71
First National Corp
Massachusetts
$14.6M +$710K +28,066 +5%
ZRP
72
Zynergy Retirement Planning
New Jersey
$14.3M +$902K +35,669 +7%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$14M +$6.08M +240,509 +76%
WA
74
Waverly Advisors
Alabama
$14M -$1.25M -49,355 -8%
MTC
75
Matrix Trust Company
Colorado
$13.6M +$174K +6,860 +1%
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