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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 %
CP
801
Camelot Portfolios
Ohio
$281K – – –
CW
802
Curio Wealth
Maryland
$278K +$278K +10,993 +366,433%
AA
803
Armis Advisers
Georgia
$278K -$25.9K -998 -9%
DIM
804
Delta Investment Management
California
$278K +$25 +1 +0%
DADC
805
D.A. Davidson & Co
Montana
$277K +$22.2K +876 +9%
SWM
806
Selective Wealth Management
Virginia
$277K -$1.31K -50 -0.5%
AFS
807
Access Financial Services
Minnesota
$277K -$6.53K -258 -2%
WCFA
808
Walkner Condon Financial Advisors
Wisconsin
$275K -$295K -11,661 -52%
AW
809
Alteri Wealth
California
$273K -$47.1K -1,862 -15%
WWM
810
Western Wealth Management
Colorado
$272K -$5.21K -206 -2%
KFS
811
Kaizen Financial Strategies
California
$271K -$174K -6,874 -39%
AFA
812
Allium Financial Advisors
Oregon
$271K +$835 +33 +0.3%
FLPIM
813
F.L. Putnam Investment Management
Massachusetts
$269K -$47.6K -1,880 -15%
Fisher Asset Management
814
Fisher Asset Management
Washington
$268K -$101K -3,993 -27%
CGA
815
Crescent Grove Advisors
Illinois
$267K – – –
CFP
816
Cascade Financial Partners
California
$267K +$51 +2 +0%
B
817
Birchbrook
Maine
$266K – – –
CPC
818
CFC Planning Company
Indiana
$266K +$39K +1,542 +17%
GIA
819
Gladstone Institutional Advisory
Florida
$263K -$91.1K -3,600 -26%
IPA
820
Investment Planning Advisors
Georgia
$262K +$262K +10,345 New
QWP
821
Quotient Wealth Partners
Texas
$261K +$261K +10,306 New
Brown Advisory
822
Brown Advisory
Maryland
$260K +$260K +10,277 New
PWM
823
Parkshore Wealth Management
California
$260K -$19.6K -776 -7%
FM
824
Foster & Motley
Ohio
$259K -$15.7K -619 -6%
C1AG
825
Client 1st Advisory Group
Florida
$259K -$21.6K -852 -8%
31 32
33
34 35