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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 %
BI
1076
Binnacle Investments
Iowa
$3.95K +$3.95K +156 New
HNW
1077
High Note Wealth
Minnesota
$3.85K – – –
CSB
1078
City State Bank
Iowa
$3.8K – – –
RI
1079
Ridgewood Investments
New Jersey
$3.64K – – –
MNA
1080
Manning & Napier Advisors
New York
$3.25K +$3.25K +127 New
PA
1081
Pineridge Advisors
Missouri
$3.18K +$25 +1 +0.8%
NC
1082
North Capital
Utah
$3.15K – – –
GWS
1083
Greykasell Wealth Strategies
California
$2.94K – – –
HWP
1084
Highline Wealth Partners
California
$2.58K +$2.58K +102 New
FFA
1085
Founders Financial Alliance
North Carolina
$2.58K – – –
TCM
1086
Traub Capital Management
Massachusetts
$2.53K +$2.53K +100 New
FGC
1087
Financial Gravity Companies
Texas
$2.48K +$2.48K +98 New
FMP
1088
Financial Management Professionals
Texas
$2.38K – – –
OC
1089
Oakworth Capital
Alabama
$2.3K +$2.3K +91 New
AG
1090
AmeriFlex Group
Nevada
$2.12K -$13.9K -550 -87%
HDIM
1091
Hanson & Doremus Investment Management
Vermont
$2K -$2.84K -108 -59%
OAJ
1092
Ogorek Anthony Joseph
New York
$2K – – –
GK
1093
Graney & King
New York
$1.93K – – –
MSFP
1094
Mark Sheptoff Financial Planning
Connecticut
$1.92K – – –
TVWM
1095
Tower View Wealth Management
Wisconsin
$1.84K +$1.84K +73 New
GEA
1096
Glen Eagle Advisors
New Jersey
$1.82K -$5.54K -219 -75%
SC
1097
Solstein Capital
California
$1.82K +$1.82K +72 New
TPWA
1098
Twin Peaks Wealth Advisors
California
$1.53K +$1.53K +58 New
CPBTD
1099
Central Pacific Bank - Trust Division
Hawaii
$1.32K – – –
TF
1100
Tompkins Financial
New York
$1.32K – – –
42 43
44
45 46