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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 %
GCM
976
Gables Capital Management
Florida
$58.8K – – –
CFB
977
Cullen/Frost Bankers
Texas
$58K +$177 +7 +0.3%
OA
978
Operose Advisors
Wisconsin
$56.7K – – –
HAP
979
Harbor Asset Planning
Massachusetts
$54.8K +$54.8K +2,167 New
EA
980
Evolution Advisers
Virginia
$54K – – –
BCM
981
Blume Capital Management
California
$51.4K – – –
BDPWM
982
Barnes Dennig Private Wealth Management
Ohio
$50.6K – – –
PS
983
Pinney & Scofield
Massachusetts
$48.7K +$76 +3 +0.2%
CTWM
984
Cherry Tree Wealth Management
Minnesota
$47.7K – – –
BCMLT
985
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.4K +$14.7K +582 +46%
WWM
986
Woodside Wealth Management
Massachusetts
$45.2K – – –
PP
987
PDS Planning
Ohio
$43.7K – – –
ME
988
McIlrath & Eck
Washington
$40.9K -$20.6K -814 -33%
GM
989
GeoWealth Management
Illinois
$40.6K – – –
CIAS
990
CBIZ Investment Advisory Services
Ohio
$40.2K – – –
CFS
991
Compass Financial Services
Iowa
$39.9K – – –
IF
992
Integrity Financial
Wyoming
$39.9K – – –
M
993
MOTCO
Texas
$39.2K – – –
BIM
994
Breakwater Investment Management
Washington
$35.5K -$119K -4,704 -77%
LWA
995
Lowe Wealth Advisors
Maryland
$33.9K – – –
RIL
996
Rothschild Investment LLC
Illinois
$33.4K -$986 -39 -3%
GWM
997
GSB Wealth Management
Connecticut
$32.5K +$303 +12 +0.9%
RF
998
Rossby Financial
Florida
$31.6K -$1.27K -50 -4%
MFA
999
Morling Financial Advisors
California
$30.4K -$51.4K -2,030 -63%
CWM
1000
Crowley Wealth Management
Delaware
$30.4K +$10.1K +400 +50%
38 39
40
41 42