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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 %
PWA
751
Physician Wealth Advisors
Utah
$342K +$708 +28 +0.2%
PMSA
752
Patrick M. Sweeney & Associates
Illinois
$342K -$14.4K -553 -4%
PFA
753
Pathway Financial Advisors
Vermont
$340K +$340K +13,427 New
RWM
754
Ritholtz Wealth Management
New York
$339K +$339K +13,385 New
GCM
755
Glaxis Capital Management
Florida
$337K +$1.11K +44 +0.3%
RWB
756
RMR Wealth Builders
New Jersey
$337K +$337K +13,317 New
SWA
757
SFMG Wealth Advisors
Texas
$337K +$1.67K +66 +0.5%
JWM
758
JPL Wealth Management
Colorado
$336K -$65.9K -2,604 -16%
STA
759
Summit Trail Advisors
New York
$335K +$335K +13,242 New
FNBT
760
FineMark National Bank & Trust
Florida
$334K -$28.6K -1,132 -8%
PPWM
761
Perissos Private Wealth Management
Oklahoma
$331K +$557 +22 +0.2%
FRA
762
Front Row Advisors
California
$330K -$12.1K -480 -4%
DIA
763
Dana Investment Advisors
Wisconsin
$329K – – –
KFSN
764
Keystone Financial Services (Nebraska)
Nebraska
$329K +$37.8K +1,493 +13%
SRCM
765
Signature Resources Capital Management
California
$328K -$76.3K -3,015 -19%
PRI
766
Prepared Retirement Institute
Pennsylvania
$326K -$42K -1,660 -11%
CAG
767
Crestwood Advisors Group
Massachusetts
$326K +$69.6K +2,751 +27%
SCM
768
Stordahl Capital Management
Colorado
$324K – – –
SWM
769
Sendero Wealth Management
Texas
$324K – – –
FMWA
770
Forvis Mazars Wealth Advisors
Missouri
$321K -$5.82K -230 -2%
FA
771
Fagan Associates
New York
$318K – – –
QCM
772
QRG Capital Management
Illinois
$318K -$113K -4,472 -26%
CIA
773
Cascade Investment Advisors
Oregon
$315K – – –
Jane Street
774
Jane Street
New York
$315K -$621K -24,542 -66%
SCM
775
SOL Capital Management
Maryland
$314K +$61.2K +2,416 +24%
29 30
31
32 33