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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,121 hedge funds and large institutions have $5.37B invested in Schwab U.S Small- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 439 increasing their positions, 449 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-34
Holders Change %
-2.94%
% of All Funds
15.23%
Holding in Top 10
56
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.42%
% of All Funds
0.76%
New
73
Increased
439
Reduced
449
Closed
77
Calls
$1.32M
Puts
$63K
Net Calls
+$1.26M
Net Calls Change
-$388K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$52.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$24.8M
3
DAS
Dynamic Advisor Solutions
Arizona
+$22.1M
4
Betterment LLC
Betterment LLC
New York
+$18.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.3M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.04B
2
Bank of America
Bank of America
North Carolina
-$663M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
4
FIA
Foundations Investment Advisors
Arizona
-$21.4M
5
FIBT
First International Bank & Trust
North Dakota
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
776
Fagan Associates
New York
$295K – – –
SSB
777
Sandy Spring Bank
Maryland
$294K +$3.49K +149 +1%
WFP
778
Wrenne Financial Planning
Kentucky
$294K +$9.35K +399 +3%
FLPIM
779
F.L. Putnam Investment Management
Massachusetts
$293K – – –
CIA
780
Cascade Investment Advisors
Oregon
$292K – – –
BC
781
Bowman & Company
Wisconsin
$291K +$656 +28 +0.2%
HWA
782
HCR Wealth Advisors
California
$290K +$47 +2 +0%
RIA
783
Regal Investment Advisors
Michigan
$289K -$10.5K -446 -3%
VC
784
Veery Capital
Delaware
$287K -$128K -5,450 -31%
GIP
785
Granite Investment Partners
California
$285K +$105K +4,500 +59%
SG
786
Somerset Group
Minnesota
$285K -$11K -470 -4%
CW
787
Curio Wealth
Maryland
$284K -$1.04B -10,993 -100%
PFGIA
788
Patriot Financial Group Insurance Agency
Massachusetts
$284K +$8.83K +377 +3%
CI
789
Cordant Inc
Oregon
$283K -$36.6K -1,562 -11%
VF
790
Vawter Financial
Ohio
$282K +$26.2K +1,120 +10%
WG
791
Wealth Group
North Carolina
$278K +$23.4K +1,000 +9%
SIM
792
Stratos Investment Management
Ohio
$276K +$276K +11,768 New
JCM
793
J2 Capital Management
Michigan
$275K – – –
RRA
794
Round Rock Advisors
Connecticut
$274K -$376K -16,033 -58%
SWM
795
Spire Wealth Management
Virginia
$274K -$54.1K -2,309 -17%
KFA
796
Kelleher Financial Advisors
New York
$271K -$288K -12,298 -52%
BRWM
797
Blue Rock Wealth Management
North Carolina
$270K -$165K -7,053 -38%
KFSN
798
Keystone Financial Services (Nebraska)
Nebraska
$269K +$269K +11,493 New
DFG
799
Delta Financial Group
New Jersey
$269K – – –
AA
800
Armis Advisers
Georgia
$267K +$267K +11,707 New
30 31
32
33 34