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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,121 hedge funds and large institutions have $5.37B invested in Schwab U.S Small- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 439 increasing their positions, 449 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-34
Holders Change %
-2.94%
% of All Funds
15.23%
Holding in Top 10
56
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.42%
% of All Funds
0.76%
New
73
Increased
439
Reduced
449
Closed
77
Calls
$1.32M
Puts
$63K
Net Calls
+$1.26M
Net Calls Change
-$388K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$52.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$24.8M
3
DAS
Dynamic Advisor Solutions
Arizona
+$22.1M
4
Betterment LLC
Betterment LLC
New York
+$18.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.3M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.04B
2
Bank of America
Bank of America
North Carolina
-$663M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
4
FIA
Foundations Investment Advisors
Arizona
-$21.4M
5
FIBT
First International Bank & Trust
North Dakota
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
951
Morling Financial Advisors
California
$75.7K +$47.6K +2,030 +169%
ATC
952
Advantage Trust Company
Kansas
$75K – – –
GP
953
Greenline Partners
New York
$72.9K -$108K -1,854 -60%
GWM
954
Guardian Wealth Management
Illinois
$70.9K +$23 +1 +0%
NEWAS
955
N.E.W. Advisory Services
Wisconsin
$70.3K +$70.3K +3,000 New
AssetMark Inc
956
AssetMark Inc
California
$70.1K +$12.1K +516 +21%
CAM
957
Costello Asset Management
Pennsylvania
$69K +$984 +42 +1%
AW
958
Avion Wealth
Texas
$67K – – –
SIS
959
Sound Income Strategies
Florida
$65.4K -$1.55K -66 -2%
BTI
960
Blue Trust Inc
Georgia
$64.5K -$300K -12,812 -82%
CPA
961
Cardiff Park Advisors
California
$64.1K +$6.21K +265 +11%
PC
962
Promus Capital
Illinois
$63.3K – – –
BC
963
Barrett & Company
Rhode Island
$62.4K – – –
PK
964
Pflug Koory
Nebraska
$62K -$6.75K -288 -10%
UB
965
UMB Bank
Missouri
$60.9K – – –
GWSA
966
Global Wealth Strategies & Associates
Colorado
$60.9K -$8.64K -369 -12%
FHA
967
First Horizon Advisors
Tennessee
$60.7K +$23.1K +987 +62%
PPA
968
Painted Porch Advisors
California
$59K – – –
TFM
969
TFC Financial Management
Massachusetts
$58.8K +$23 +1 +0%
MCCP
970
Mission Creek Capital Partners
California
$58.6K -$7.56K -2,000 -11%
ME
971
McIlrath & Eck
Washington
$56.9K +$94 +4 +0.2%
AP
972
Aspect Partners
Virginia
$56.5K +$375 +16 +0.7%
LC
973
Lindbrook Capital
California
$54.7K +$1.52K +65 +3%
GCM
974
Gables Capital Management
Florida
$54.5K – – –
CFB
975
Cullen/Frost Bankers
Texas
$53.5K -$3.61K -154 -6%
37 38
39
40 41