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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 %
SN
1101
Sittner & Nelson
Oregon
$1.11K – – –
BCMIO
1102
Beacon Capital Management Inc (Ohio)
Ohio
$1.01K +$1.01K +40 New
RBC
1103
Roble Belko & Company
Pennsylvania
$1K +$174 +4 +21%
DRP
1104
Decker Retirement Planning
Utah
$961 – – –
SC
1105
Stephens Consulting
Michigan
$911 – – –
IWP
1106
IAG Wealth Partners
Wisconsin
$759 – – –
WWM
1107
Wolff Wiese Magana
California
$709 +$709 +28 New
HIA
1108
HFM Investment Advisors
New Jersey
$674 +$674 +27 New
BF
1109
BOK Financial
Oklahoma
$607 -$27.6K -1,090 -98%
GTAM
1110
Global Trust Asset Management
Florida
$405 – – –
AWM
1111
Atticus Wealth Management
Florida
$105 – – –
NC
1112
NewSquare Capital
Pennsylvania
$101 – – –
OHWP
1113
Oak Harbor Wealth Partners
North Carolina
$76 +$76 +3 New
BL
1114
Balentine LLC
Georgia
$51 – – –
NRWA
1115
North Ridge Wealth Advisors
Oregon
$27 +$27 +1 New
FCI
1116
Financial Counselors Inc
Kansas
– -$7.73M -329,777 Closed
DW
1117
Dodds Wealth
Colorado
– -$6.12M -261,356 Closed
TC
1118
TownSquare Capital
Utah
– -$5.61M -239,393 Closed
CAM
1119
Cobblestone Asset Management
Virginia
– -$5M -213,194 Closed
BCM
1120
Barden Capital Management
Texas
– -$4.56M -194,751 Closed
Susquehanna International Group
1121
Susquehanna International Group
Pennsylvania
– -$3.13M -133,377 Closed
CFG
1122
Clayton Financial Group
Missouri
– -$2.53M -108,182 Closed
PA
1123
PFG Advisors
Arizona
– -$1.33M -56,878 Closed
MGWM
1124
Marks Group Wealth Management
Minnesota
– -$1.21M -51,720 Closed
SA
1125
Scarborough Advisors
Maryland
– -$961K -41,025 Closed
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