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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 %
SC
826
Sapient Capital
Indiana
$258K -$23.4K -924 -8%
WA
827
Whipplewood Advisors
Colorado
$258K -$1.41M -55,715 -85%
CA
828
Clune & Associates
Illinois
$257K +$2.45K +97 +1%
CPA
829
Cathy Pareto & Associates
Florida
$256K +$256K +10,118 New
RPA
830
Rock Point Advisors
Vermont
$255K +$5.06K +200 +2%
SFO
831
Stokes Family Office
Louisiana
$253K – – –
EWA
832
EverSource Wealth Advisors
Alabama
$252K +$236K +9,345 +1,476%
FIA
833
FPC Investment Advisory
California
$252K +$6.74K +258 +3%
FMN
834
Financial Management Network
California
$252K +$782 +30 +0.3%
MA
835
MCF Advisors
Kentucky
$251K -$177 -7 -0.1%
VC
836
Veery Capital
Delaware
$251K -$58.7K -2,319 -19%
BIG
837
Builder Investment Group
Georgia
$251K – – –
GGS
838
Galvin Gaustad & Stein
Arizona
$250K +$250K +9,885 New
PFM
839
Peak Financial Management
Massachusetts
$250K +$31.5K +1,247 +14%
BWP
840
BSW Wealth Partners
Colorado
$250K -$35.2K -1,392 -12%
KeyBank National Association
841
KeyBank National Association
Ohio
$249K +$30.7K +1,212 +14%
SMF
842
Scott Marsh Financial
Utah
$249K +$249K +9,852 New
HFP
843
Holistic Financial Partners
Indiana
$249K -$810 -32 -0.3%
LI
844
Lafayette Investments
Maryland
$249K – – –
CSI
845
Cross Staff Investments
New York
$248K +$25 +1 +0%
HWM
846
Heirloom Wealth Management
Colorado
$247K -$10.8K -425 -4%
CA
847
Capital Advantage
California
$247K -$293K -11,591 -54%
RFP
848
Root Financial Partners
California
$247K +$1.44K +57 +0.6%
GSWM
849
Golden State Wealth Management
California
$247K +$1.09K +43 +0.4%
CIA
850
Compass Ion Advisors
Pennsylvania
$246K -$75.2K -2,972 -23%
32 33
34
35 36