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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,109 hedge funds and large institutions have $6.04B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 437 increasing their positions, 413 reducing their positions, and 81 closing their positions.

Holders
1,109
Holders Change
-11
Holders Change %
-0.98%
% of All Funds
14.89%
Holding in Top 10
50
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.09%
% of All Funds
0.67%
New
98
Increased
437
Reduced
413
Closed
81
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
-$1.05M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$846M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
RWM
3
RMG Wealth Management
Wisconsin
$36M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$61.4M
5
SEI Investments
5
SEI Investments
Pennsylvania
$392M

Top Sellers

1
WA
1
Waterford Advisors
New York
$16.9M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$2.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$39.6M
4
Cerity Partners
4
Cerity Partners
New York
$98.4M
5
Ameriprise
5
Ameriprise
Minnesota
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
PCIA
76
Prime Capital Investment Advisors
Kansas
$13.6M 536,870 -209,655 -28%
TI
77
Tidal Investments
Wisconsin
$12.4M 489,345 +489,345 New
HWA
78
HHM Wealth Advisors
Tennessee
$12.2M 482,914 +43,499 +10%
SLT
79
St Louis Trust
Missouri
$12.2M 480,606 +102,026 +27%
IAS
80
IMA Advisory Services
Colorado
$11.9M 471,014 +5,124 +1%
MML Investors Services
81
MML Investors Services
Massachusetts
$11.7M 461,740 -87,483 -16%
EWM
82
Empirical Wealth Management
Washington
$11.5M 455,753 +25,239 +6%
NSAM
83
North Star Asset Management
Wisconsin
$11.3M 447,720 -8,801 -2%
TPW
84
Tiller Private Wealth
Pennsylvania
$11.3M 445,992 -15,129 -3%
AP
85
Appleton Partners
Massachusetts
$11.2M 441,378 -7,219 -2%
MCM
86
MAI Capital Management
Ohio
$11.1M 437,763 -11,659 -3%
FFN
87
Focus Financial Network
Minnesota
$10.9M 431,489 +21,268 +5%
US Bancorp
88
US Bancorp
Minnesota
$10.9M 431,299 -16,850 -4%
AWMG
89
Alliance Wealth Management Group
New Jersey
$10.7M 423,636 +41,639 +11%
TCM
90
Towercrest Capital Management
Pennsylvania
$10.7M 423,636 +41,639 +11%
CKAIS
91
Christensen King & Associates Investment Services
Washington
$10.6M 420,054 -4,669 -1%
SJIM
92
St. Johns Investment Management
Florida
$10.6M 418,282 +12,972 +3%
TWM
93
Tradition Wealth Management
Minnesota
$10.5M 416,828 -16,651 -4%
LFS
94
Lutz Financial Services
Nebraska
$10.5M 416,181 +84,016 +25%
OIA
95
OneDigital Investment Advisors
Kansas
$10.3M 407,961 -30,371 -7%
SFA
96
Seneca Financial Advisors
New York
$10.3M 406,343 +7,363 +2%
MFG
97
Merit Financial Group
Georgia
$9.99M 394,720 +257,980 +189%
MTIC
98
Missouri Trust & Investment Company
Missouri
$9.95M 393,084 +3,591 +0.9%
SWA
99
Sightline Wealth Advisors
Connecticut
$9.83M 388,420 +7,991 +2%
EL
100
Essex LLC
Illinois
$9.7M 383,537 +832 +0.2%
2 3
4
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