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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 %
JFA
1051
JNBA Financial Advisors
Minnesota
$11.7K – – –
HFS
1052
Hopwood Financial Services
Virginia
$11.6K – – –
DF
1053
Dunhill Financial
United Kingdom
$10.1K +$10.1K +430 New
GI
1054
GS Investments
Minnesota
$9.37K – – –
AWM
1055
Aberdeen Wealth Management
Illinois
$9.37K – – –
CMA
1056
Cedar Mountain Advisors
Oregon
$9K – – –
GWSG
1057
GPS Wealth Strategies Group
Colorado
$8.62K -$5.04K -215 -37%
HCM
1058
Horrell Capital Management
Arkansas
$8.25K – – –
OCM
1059
Orion Capital Management
California
$8.15K – – –
1IA
1060
1620 Investment Advisors
Massachusetts
$7.92K – – –
BGWM
1061
Bridge Generations Wealth Management
Florida
$7.66K +$3.84K +164 +101%
TCA
1062
Trifecta Capital Advisors
Illinois
$7.65K – – –
AAG
1063
Armstrong Advisory Group
Massachusetts
$6.98K – – –
GEA
1064
Glen Eagle Advisors
New Jersey
$6.81K -$4K -171 -37%
BIG
1065
Brooklyn Investment Group
New York
$6.66K +$6.66K +284 New
WOC
1066
West Oak Capital
California
$6.59K -$34 -145 -0.5%
BLC
1067
Brown, Lisle/Cummings
Rhode Island
$6.56K – – –
NG
1068
NWK Group
California
$6.51K -$2.67K -114 -29%
HBW
1069
Hazlett, Burt & Watson
West Virginia
$6K -$938 -40 -14%
HWM
1070
Hemington Wealth Management
Virginia
$6K – – –
WT
1071
Washington Trust
Rhode Island
$5.62K – – –
MPWT
1072
MassMutual Private Wealth & Trust
Connecticut
$5.16K -$21.9K -934 -81%
CI
1073
CX Institutional
Indiana
$5K +$5K +218 New
MIM
1074
MTM Investment Management
South Carolina
$4.98K +$4.98K +212 New
CWM
1075
Compass Wealth Management
Connecticut
$4.97K +$4.97K +212 New
41 42
43
44 45