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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 %
FP
1076
Financial Perspectives
Minnesota
$4.7K +$23 +1 +0.5%
CB
1077
CNB Bank
Pennsylvania
$4.59K – – –
CAWM
1078
Capital A Wealth Management
Pennsylvania
$4.5K -$72.7K -3,102 -94%
RP
1079
Rice Partnership
Hawaii
$4.5K – – –
DAM
1080
Delta Asset Management
Tennessee
$4.41K – – –
AFG
1081
Albion Financial Group
Utah
$4.24K – – –
CT
1082
Colonial Trust
South Carolina
$4.22K – – –
AA
1083
Atmos Advisory
Pennsylvania
$4.12K – – –
HDIM
1084
Hanson & Doremus Investment Management
Vermont
$4K – – –
FWM
1085
FSA Wealth Management
Massachusetts
$3.89K +$23 +1 +0.6%
NWMP
1086
Noble Wealth Management PBC
Colorado
$3.75K – – –
HNW
1087
High Note Wealth
Minnesota
$3.56K – – –
CSB
1088
City State Bank
Iowa
$3.52K – – –
MSWA
1089
Marshall & Sterling Wealth Advisors
New York
$3.4K +$1.26K +54 +59%
RI
1090
Ridgewood Investments
New Jersey
$3.37K -$22.3K -952 -87%
CA
1091
Crewe Advisors
Utah
$3.35K +$3.35K +143 New
SWC
1092
Spectrum Wealth Counsel
Indiana
$3.28K -$5.53K -236 -63%
RCM
1093
Raleigh Capital Management
North Carolina
$3.28K -$70.7K -3,016 -96%
KWM
1094
Kiker Wealth Management
Georgia
$2.95K +$2.95K +126 New
PA
1095
Pineridge Advisors
Missouri
$2.94K -$6.57K -280 -69%
NC
1096
North Capital
Utah
$2.91K +$2.91K +124 New
GWS
1097
Greykasell Wealth Strategies
California
$2.72K +$2.72K +116 New
FFA
1098
Founders Financial Alliance
North Carolina
$2.39K – – –
FGAM
1099
Financial Gravity Asset Management
Texas
$2.3K +$2.3K +98 New
FMP
1100
Financial Management Professionals
Texas
$2.2K +$281 +12 +15%
42 43
44
45 46