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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 %
HWA
776
HCR Wealth Advisors
California
$313K +$76 +3 +0%
GIP
777
Granite Investment Partners
California
$308K +$25 +1 +0%
SG
778
Somerset Group
Minnesota
$307K – – –
FWM
779
Focused Wealth Management
New York
$307K +$307K +12,121 New
CI
780
Cordant Inc
Oregon
$305K – – –
RWM
781
RBA Wealth Management
California
$303K +$16.2K +642 +6%
AUB
782
Atlantic Union Bankshares
Virginia
$300K +$300K +11,855 New
NW
783
NewEdge Wealth
Pennsylvania
$300K +$300K +11,618 New
LF
784
LifeSteps Financial
California
$299K +$54.1K +2,139 +22%
RIM
785
Rockbridge Investment Management
New York
$299K -$29.6K -1,170 -9%
AWM
786
Accurate Wealth Management
Florida
$298K +$298K +11,357 New
KCM
787
Kathmere Capital Management
Pennsylvania
$297K +$22.9K +906 +8%
ES
788
ETF Store
Kansas
$297K +$10.3K +406 +4%
RRA
789
Round Rock Advisors
Connecticut
$297K +$607 +24 +0.2%
JCM
790
J2 Capital Management
Michigan
$297K – – –
BWA
791
Bordeaux Wealth Advisors
California
$295K +$295K +11,669 New
VWM
792
Vermillion Wealth Management
Minnesota
$295K -$38.1K -1,507 -11%
KFA
793
Kelleher Financial Advisors
New York
$292K – – –
CSP
794
Cary Street Partners
Virginia
$291K +$291K +11,495 New
VHAM
795
Van Hulzen Asset Management
California
$291K +$13.3K +527 +5%
SPC
796
Sigma Planning Corp
Michigan
$290K +$68.4K +2,703 +31%
WHCFA
797
William Howard & Co Financial Advisors
Tennessee
$289K +$936 +37 +0.3%
IA
798
IFG Advisory
Georgia
$286K +$27.2K +1,076 +11%
S
799
Sachetta
Massachusetts
$284K +$76 +3 +0%
AC
800
Apella Capital
Connecticut
$282K +$51 +2 +0%
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