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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,116 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, 415 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.96%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.7%
New
100
Increased
439
Reduced
415
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 %
CIM
976
Contravisory Investment Management
Massachusetts
$59.4K +$3.74K +148 +7%
GCM
977
Gables Capital Management
Florida
$58.8K – – –
CFB
978
Cullen/Frost Bankers
Texas
$58K +$177 +7 +0.3%
OA
979
Operose Advisors
Wisconsin
$56.7K – – –
HAP
980
Harbor Asset Planning
Massachusetts
$54.8K +$54.8K +2,167 New
EA
981
Evolution Advisers
Virginia
$54K – – –
BCM
982
Blume Capital Management
California
$51.4K – – –
BDPWM
983
Barnes Dennig Private Wealth Management
Ohio
$50.6K – – –
PS
984
Pinney & Scofield
Massachusetts
$48.7K +$76 +3 +0.2%
CTWM
985
Cherry Tree Wealth Management
Minnesota
$47.7K – – –
BCMLT
986
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.4K +$14.7K +582 +46%
WWM
987
Woodside Wealth Management
Massachusetts
$45.2K – – –
PP
988
PDS Planning
Ohio
$43.7K – – –
ME
989
McIlrath & Eck
Washington
$40.9K -$20.6K -814 -33%
GM
990
GeoWealth Management
Illinois
$40.6K – – –
CIAS
991
CBIZ Investment Advisory Services
Ohio
$40.2K – – –
CFS
992
Compass Financial Services
Iowa
$39.9K – – –
IF
993
Integrity Financial
Wyoming
$39.9K – – –
M
994
MOTCO
Texas
$39.2K – – –
BIM
995
Breakwater Investment Management
Washington
$35.5K -$119K -4,704 -77%
LWA
996
Lowe Wealth Advisors
Maryland
$33.9K – – –
RIL
997
Rothschild Investment LLC
Illinois
$33.4K -$986 -39 -3%
GWM
998
GSB Wealth Management
Connecticut
$32.5K +$303 +12 +0.9%
RF
999
Rossby Financial
Florida
$31.6K -$1.27K -50 -4%
MFA
1000
Morling Financial Advisors
California
$30.4K -$51.4K -2,030 -63%
38 39
40
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