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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 %
WHCFA
801
William Howard & Co Financial Advisors
Tennessee
$266K +$633 +27 +0.2%
PFP
802
Pinnacle Financial Partners
Tennessee
$266K +$134K +5,175 +101%
ES
803
ETF Store
Kansas
$266K +$8.67K +370 +3%
RWM
804
RBA Wealth Management
California
$265K +$3.63K +155 +1%
BWP
805
BSW Wealth Partners
Colorado
$264K -$8.74K -373 -3%
S
806
Sachetta
Massachusetts
$263K -$19.3K -823 -7%
PTB
807
Pioneer Trust Bank
Oregon
$262K – – –
AFS
808
Access Financial Services
Minnesota
$262K +$23 +1 +0%
SC
809
Sapient Capital
Indiana
$261K +$261K +11,126 New
CP
810
Camelot Portfolios
Ohio
$260K +$260K +11,100 New
C1AG
811
Client 1st Advisory Group
Florida
$259K – – –
PWM
812
Parkshore Wealth Management
California
$259K +$94 +4 +0%
DIM
813
Delta Investment Management
California
$257K -$324K -13,833 -56%
VHAM
814
Van Hulzen Asset Management
California
$257K -$40.1K -1,710 -13%
WWM
815
Western Wealth Management
Colorado
$257K -$23.2K -989 -8%
KCM
816
Kathmere Capital Management
Pennsylvania
$254K +$13.9K +592 +6%
FM
817
Foster & Motley
Ohio
$254K +$633 +27 +0.2%
AFA
818
Allium Financial Advisors
Oregon
$250K +$250K +10,682 New
DB
819
Dravo Bay
Delaware
$250K -$95.8K -4,090 -28%
Marshall Wace
820
Marshall Wace
United Kingdom
$249K +$249K +10,640 New
MAG
821
Mayfair Advisory Group
Alabama
$247K +$515 +22 +0.2%
CGA
822
Crescent Grove Advisors
Illinois
$247K -$478K -20,388 -66%
CFP
823
Cascade Financial Partners
California
$247K +$23 +1 +0%
B
824
Birchbrook
Maine
$246K – – –
NC
825
Napatree Capital
Rhode Island
$245K +$9.37K +400 +4%
31 32
33
34 35