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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
$846M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$121M
3
Corient Private Wealth
Corient Private Wealth
Florida
$61.4M
4
SEI Investments
SEI Investments
Pennsylvania
$392M
5
Bank of America
Bank of America
North Carolina
$481M

Top Sellers

1
WA
Waterford Advisors
New York
$16.9M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$2.32M
3
Goldman Sachs
Goldman Sachs
New York
$39.6M
4
Cerity Partners
Cerity Partners
New York
$98.4M
5
Ameriprise
Ameriprise
Minnesota
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1051
GS Investments
Minnesota
$10.1K – – –
AIC
1052
Archer Investment Corporation
Indiana
$9.84K -$8.57K -339 -47%
CMA
1053
Cedar Mountain Advisors
Oregon
$9.72K – – –
TFG
1054
Team Financial Group
California
$9.49K +$9.49K +375 New
GWSG
1055
GPS Wealth Strategies Group
Colorado
$9.33K +$25 +1 +0.3%
ANBT
1056
American National Bank & Trust
Texas
$9.26K +$9.26K +366 New
HCM
1057
Horrell Capital Management
Arkansas
$8.91K – – –
OCM
1058
Orion Capital Management
California
$8.8K – – –
TCA
1059
Trifecta Capital Advisors
Illinois
$8.26K – – –
FCG
1060
Financial Connections Group
California
$8K -$167K -6,761 -95%
BIG
1061
Brooklyn Investment Group
New York
$7.19K – – –
TCM
1062
TD Capital Management
Tennessee
$7.16K -$17.1K -675 -70%
WOC
1063
West Oak Capital
California
$7.15K +$30 +120 +0.4%
BLC
1064
Brown, Lisle/Cummings
Rhode Island
$7.08K – – –
NG
1065
NWK Group
California
$7.03K – – –
HWM
1066
Hemington Wealth Management
Virginia
$7K – – –
AAG
1067
Armstrong Advisory Group
Massachusetts
$6.83K – – –
CT
1068
Colonial Trust
South Carolina
$5.36K +$810 +32 +18%
FP
1069
Financial Perspectives
Minnesota
$5.09K – – –
DAM
1070
Delta Asset Management
Tennessee
$4.76K – – –
AFG
1071
Albion Financial Group
Utah
$4.59K – – –
AA
1072
Atmos Advisory
Pennsylvania
$4.45K – – –
FWM
1073
FSA Wealth Management
Massachusetts
$4.21K – – –
HBW
1074
Hazlett, Burt & Watson
West Virginia
$4K -$1.82K -80 -31%
CFG
1075
Chapman Financial Group
Hawaii
$3.95K +$3.95K +156 New
41 42
43
44 45