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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,115 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, 414 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.95%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.68%
New
100
Increased
439
Reduced
414
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 %
FFS
901
Founders Financial Securities
Maryland
$211K +$211K +8,324 New
CAI
902
Capital Advisors Inc
Oklahoma
$210K +$210K +8,311 New
CGFA
903
Colton Groome Financial Advisors
North Carolina
$210K +$210K +8,311 New
KSWA
904
Kathleen S. Wright Associates
Pennsylvania
$209K -$20K -792 -9%
ECM
905
Elgethun Capital Management
South Dakota
$208K +$2.38K +94 +1%
BIM
906
Baldwin Investment Management
Pennsylvania
$206K +$206K +8,142 New
DPI
907
Diversified Portfolios Inc
Michigan
$204K -$132K -5,205 -39%
NA
908
Nottingham Advisors
New York
$204K -$39.2K -1,548 -16%
GBFP
909
Golden Bell Financial Planning
Georgia
$204K +$204K +8,045 New
VCA
910
Verdence Capital Advisors
Maryland
$203K +$203K +8,036 New
NSIM
911
North Star Investment Management
Illinois
$202K +$8.22K +325 +4%
AWA
912
ARQ Wealth Advisors
Arizona
$201K – – –
MAFA
913
MJT & Associates Financial Advisory
Minnesota
$200K – – –
PB
914
Pinnacle Bancorp
Nebraska
$196K +$34.4K +1,361 +21%
SPIA
915
Steward Partners Investment Advisory
New York
$193K -$506 -20 -0.3%
BHWM
916
Beaird Harris Wealth Management
Texas
$193K – – –
TWM
917
Topsail Wealth Management
North Carolina
$187K – – –
RCM
918
Richardson Capital Management
Wisconsin
$172K +$557 +22 +0.3%
PCM
919
Palouse Capital Management
Washington
$172K +$455 +18 +0.3%
FPF
920
First Pacific Financial
Washington
$172K +$32.3K +1,277 +23%
SWM
921
Spire Wealth Management
Virginia
$166K -$130K -5,133 -44%
BFPW
922
BOK Financial Private Wealth
Colorado
$162K -$36.1K -1,427 -18%
BTI
923
Blue Trust Inc
Georgia
$153K +$82.9K +3,275 +119%
ETC
924
Exchange Traded Concepts
Oklahoma
$152K +$152K +6,006 New
PG
925
Proffitt & Goodson
Tennessee
$150K – – –
35 36
37
38 39