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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 %
CWM
1001
Crowley Wealth Management
Delaware
$30.4K +$10.1K +400 +50%
HI
1002
Hoey Investments
Pennsylvania
$29.3K +$29.3K +1,157 New
HFS
1003
Hantz Financial Services
Michigan
$29K +$15.3K +600 +112%
JFG
1004
JDM Financial Group
Texas
$28.6K – – –
SFC
1005
SYM Financial Corp
Indiana
$27.8K +$27.8K +1,098 New
Barclays
1006
Barclays
United Kingdom
$27K – – –
HPIA
1007
Hamilton Point Investment Advisors
North Carolina
$26.9K – – –
SWP
1008
Strategic Wealth Partners
Ohio
$26.4K +$26.4K +1,043 New
FFA
1009
Frazier Financial Advisors
Ohio
$26.3K +$911 +36 +4%
PFG
1010
Putney Financial Group
California
$25.7K – – –
MSG
1011
Main Street Group
Virginia
$25.4K +$25 +1 +0.1%
AWM
1012
Accredited Wealth Management
Kentucky
$25.4K – – –
AEPWM
1013
Atlantic Edge Private Wealth Management
Florida
$25.3K -$5.82K -230 -19%
BAM
1014
Bellevue Asset Management
Washington
$24.4K – – –
IHWM
1015
Iron Horse Wealth Management
Iowa
$23K – – –
ICM
1016
Islay Capital Management
Texas
$22.8K – – –
OP
1017
ORG Partners
Indiana
$22.2K – – –
Fifth Third Bancorp
1018
Fifth Third Bancorp
Ohio
$22.1K +$3.85K +152 +21%
ABWM
1019
Alpine Bank Wealth Management
Colorado
$22K +$22K +870 New
GWS
1020
Glassman Wealth Services
Virginia
$20.4K -$12.4K -492 -38%
KFGG
1021
Keystone Financial Group (Georgia)
Georgia
$20.4K +$52 +2 +0.3%
ACA
1022
American Capital Advisory
Idaho
$20.3K +$76 +3 +0.4%
TFGT
1023
TS Financial Group (TSFG)
Illinois
$20K – – –
WPA
1024
Wealth Preservation Advisors
Tennessee
$19.3K – – –
Franklin Resources
1025
Franklin Resources
California
$18.8K -$2.48K -98 -12%
39 40
41
42 43