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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 %
CIC
876
Carnegie Investment Counsel
Ohio
$222K +$222K +8,778 New
MMA
877
Miracle Mile Advisors
California
$221K -$22.5K -888 -9%
FCC
878
Flower City Capital
New York
$221K – – –
CFS
879
Coordinated Financial Services
Colorado
$221K +$607 +24 +0.3%
LNWWM
880
Laird Norton Wetherby Wealth Management
California
$220K +$220K +8,713 New
FC
881
Fusion Capital
South Carolina
$220K -$9.03K -357 -4%
LPT
882
Legacy Private Trust
Wisconsin
$220K +$220K +8,696 New
KA
883
Kozak & Associates
Colorado
$219K +$731 +28 +0.3%
MA
884
Modus Advisors
Minnesota
$218K -$25 -1 -0%
PIN
885
Prudent Investors Network
California
$218K -$191K -7,557 -47%
SAM
886
Sawgrass Asset Management
Florida
$217K -$5.69K -225 -3%
MWP
887
Madison Wealth Partners
Wisconsin
$217K +$127 +5 +0.1%
LA
888
LexAurum Advisors
Kansas
$217K +$217K +8,578 New
SMC
889
Smith, Moore & Co
Missouri
$217K +$217K +8,577 New
CWA
890
Continuum Wealth Advisors
New York
$216K -$3.64K -144 -2%
AIM
891
Advyzon Investment Management
Illinois
$215K +$215K +8,495 New
LFP
892
Leeward Financial Partners
Washington
$214K +$214K +8,465 New
LCC
893
Lincoln Capital Corp
Rhode Island
$214K +$214K +8,464 New
HWM
894
Horizons Wealth Management
North Carolina
$213K – – –
AA
895
Alesco Advisors
New York
$213K +$213K +8,408 New
PIM
896
Penobscot Investment Management
Massachusetts
$212K +$212K +8,371 New
MCM
897
Mitchell Capital Management
Kansas
$211K -$319K -12,248 -60%
BFO
898
Biltmore Family Office
North Carolina
$211K +$4.86K +192 +2%
GKWIM
899
Gerber Kawasaki Wealth & Investment Management
California
$211K +$211K +8,329 New
BCM
900
Becker Capital Management
Oregon
$211K +$211K +8,325 New
34 35
36
37 38