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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 %
MAG
851
Mayfair Advisory Group
Alabama
$245K -$27.4K -1,062 -10%
PCMC
852
Paragon Capital Management (Colorado)
Colorado
$244K – – –
CWM
853
Castle Wealth Management
Florida
$241K -$5.47K -216 -2%
WI
854
Wedgewood Investors
Pennsylvania
$240K – – –
WA
855
WPG Advisers
Maryland
$238K +$5.87K +232 +3%
RIS
856
Retirement Income Solutions
Michigan
$237K +$4.66K +184 +2%
TIM
857
Total Investment Management
Arizona
$237K -$1.04K -41 -0.4%
KWS
858
Keystone Wealth Services
California
$237K -$1.27K -50 -0.5%
PTCG
859
Pring Turner Capital Group
California
$237K – – –
APA
860
Astoria Portfolio Advisors
New York
$237K -$238K -9,097 -50%
DB
861
Dravo Bay
Delaware
$237K -$33.3K -1,318 -12%
FL
862
FreeGulliver LLC
Louisiana
$236K +$236K +9,331 New
FFM
863
Forum Financial Management
Illinois
$235K +$235K +9,300 New
DBRC
864
D.B. Root & Company
Pennsylvania
$234K -$15.8K -625 -6%
JPWM
865
Jamison Private Wealth Management
Georgia
$234K +$228 +9 +0.1%
PAM
866
Palisade Asset Management
Minnesota
$234K +$2.4K +95 +1%
MWM
867
MBE Wealth Management
Wisconsin
$232K – – –
PFGIA
868
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$76.3K -3,015 -25%
OIA
869
Optimum Investment Advisors
Illinois
$230K +$38.9K +1,536 +20%
HCMT
870
Highland Capital Management (Tennessee)
Tennessee
$226K – – –
EFG
871
Elios Financial Group
Ohio
$225K +$225K +8,911 New
AFA
872
Alpha Financial Advisors
North Carolina
$225K -$32.1K -1,269 -12%
HPA
873
High Probability Advisors
New York
$224K – – –
ATC
874
Advantage Trust Company
Kansas
$223K +$142K +5,620 +176%
GWCM
875
Godshalk Welsh Capital Management
Pennsylvania
$223K -$20.2K -800 -8%
33 34
35
36 37