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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,117 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 101 funds opening new positions, 439 increasing their positions, 415 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
14.97%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.7%
New
101
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 %
AC
801
Apella Capital
Connecticut
$282K +$51 +2 +0%
CP
802
Camelot Portfolios
Ohio
$281K – – –
CW
803
Curio Wealth
Maryland
$278K +$278K +10,993 +366,433%
AA
804
Armis Advisers
Georgia
$278K -$25.9K -998 -9%
DIM
805
Delta Investment Management
California
$278K +$25 +1 +0%
DADC
806
D.A. Davidson & Co
Montana
$277K +$22.2K +876 +9%
SWM
807
Selective Wealth Management
Virginia
$277K -$1.31K -50 -0.5%
AFS
808
Access Financial Services
Minnesota
$277K -$6.53K -258 -2%
WCFA
809
Walkner Condon Financial Advisors
Wisconsin
$275K -$295K -11,661 -52%
AW
810
Alteri Wealth
California
$273K -$47.1K -1,862 -15%
WWM
811
Western Wealth Management
Colorado
$272K -$5.21K -206 -2%
KFS
812
Kaizen Financial Strategies
California
$271K -$174K -6,874 -39%
AFA
813
Allium Financial Advisors
Oregon
$271K +$835 +33 +0.3%
FLPIM
814
F.L. Putnam Investment Management
Massachusetts
$269K -$47.6K -1,880 -15%
Fisher Asset Management
815
Fisher Asset Management
Washington
$268K -$101K -3,993 -27%
CGA
816
Crescent Grove Advisors
Illinois
$267K – – –
CFP
817
Cascade Financial Partners
California
$267K +$51 +2 +0%
B
818
Birchbrook
Maine
$266K – – –
CPC
819
CFC Planning Company
Indiana
$266K +$39K +1,542 +17%
GIA
820
Gladstone Institutional Advisory
Florida
$263K -$91.1K -3,600 -26%
IPA
821
Investment Planning Advisors
Georgia
$262K +$262K +10,345 New
QWP
822
Quotient Wealth Partners
Texas
$261K +$261K +10,306 New
Brown Advisory
823
Brown Advisory
Maryland
$260K +$260K +10,277 New
PWM
824
Parkshore Wealth Management
California
$260K -$19.6K -776 -7%
FM
825
Foster & Motley
Ohio
$259K -$15.7K -619 -6%
31 32
33
34 35