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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
+$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 %
FEM
1126
Fulcrum Equity Management
Texas
– -$907K -38,705 Closed
NRG
1127
Nemes Rush Group
Michigan
– -$680K -29,008 Closed
AWM
1128
Apex Wealth Management
New Hampshire
– -$624K -26,647 Closed
JWBC
1129
John W. Brooker & Co
California
– -$556K -23,719 Closed
ARC
1130
Advisor Resource Council
Texas
– -$495K -22,929 Closed
MOS
1131
MGO One Seven
Ohio
– -$519K -22,134 Closed
PPA
1132
Pacific Point Advisors
California
– -$469K -20,000 Closed
WCF
1133
West Coast Financial
California
– -$457K -19,488 Closed
MPM
1134
Meritage Portfolio Management
Kansas
– -$457K -19,484 Closed
SCM
1135
SCS Capital Management
Massachusetts
– -$435K -18,585 Closed
CAWM
1136
Capital Advisors Wealth Management
Washington
– -$423K -18,069 Closed
FCA
1137
FLC Capital Advisors
California
– -$360K -15,352 Closed
CWC
1138
Carolinas Wealth Consulting
North Carolina
– -$350K -14,933 Closed
CB
1139
Commerce Bank
Missouri
– -$344K -14,691 Closed
Pathstone Holdings
1140
Pathstone Holdings
New Jersey
– -$326K -13,926 Closed
SA
1141
Skyline Advisors
Washington
– -$324K -13,830 Closed
RWA
1142
River Wealth Advisors
Pennsylvania
– -$318K -13,566 Closed
CWP
1143
Core Wealth Partners
California
– -$297K -12,685 Closed
BC
1144
Bowman & Company
Wisconsin
– -$291K -12,411 Closed
RIA
1145
Regal Investment Advisors
Michigan
– -$289K -12,349 Closed
VF
1146
Vawter Financial
Ohio
– -$282K -12,032 Closed
WG
1147
Wealth Group
North Carolina
– -$278K -11,882 Closed
SIM
1148
Stratos Investment Management
Ohio
– -$276K -11,768 Closed
PTB
1149
Pioneer Trust Bank
Oregon
– -$262K -11,200 Closed
Marshall Wace
1150
Marshall Wace
United Kingdom
– -$249K -10,640 Closed
44 45
46
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