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