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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 %
WIM
976
Westside Investment Management
California
$52.7K – – –
OA
977
Operose Advisors
Wisconsin
$52.5K – – –
CIM
978
Contravisory Investment Management
Massachusetts
$51.5K +$11.2K +480 +28%
SIM
979
Synergy Investment Management
Florida
$51K – – –
EA
980
Evolution Advisers
Virginia
$50K – – –
BCM
981
Blume Capital Management
California
$47.6K – – –
MA
982
Montag & Associates
Georgia
$46.9K – – –
BDPWM
983
Barnes Dennig Private Wealth Management
Ohio
$46.9K +$46.9K +2,000 New
RF
984
Robbins Farley
New Hampshire
$46.6K +$3.68K +157 +9%
SIM
985
Studio Investment Management
Illinois
$45.6K – – –
PS
986
Pinney & Scofield
Massachusetts
$45K +$47 +2 +0.1%
CTWM
987
Cherry Tree Wealth Management
Minnesota
$44.2K -$36.7K -1,566 -45%
DJSG
988
D.J. St. Germain
Massachusetts
$43.9K +$42.7K +1,824 +3,800%
VCM
989
Versant Capital Management
Arizona
$43K – – –
WWM
990
Woodside Wealth Management
Massachusetts
$41.8K +$41.8K +1,786 New
PP
991
PDS Planning
Ohio
$40.5K -$19.3K -822 -32%
ACA
992
Atlas Capital Advisors
Wyoming
$40.1K -$375 -16 -0.9%
GM
993
GeoWealth Management
Illinois
$37.6K +$37.1K +1,582 +7,533%
CIAS
994
CBIZ Investment Advisory Services
Ohio
$37.2K – – –
WF
995
Wayfinding Financial
Washington
$37K +$37K +1,596 New
CFS
996
Compass Financial Services
Iowa
$37K +$37K +1,578 New
IF
997
Integrity Financial
Wyoming
$36.9K -$21.9K -934 -37%
M
998
MOTCO
Texas
$35.7K – – –
CFFP
999
Center for Financial Planning
Michigan
$35.1K +$35.1K +1,497 New
SL
1000
Salomon & Ludwin
Virginia
$33.8K – – –
38 39
40
41 42