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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 %
QC
1151
Quadrature Capital
United Kingdom
– -$244K -10,422 Closed
VCWA
1152
Vanguard Capital Wealth Advisors
Colorado
– -$243K -10,355 Closed
GPWM
1153
Grant Private Wealth Management
California
– -$242K -10,312 Closed
TI
1154
Trexquant Investment
Connecticut
– -$226K -9,639 Closed
FWS
1155
FinDec Wealth Services
California
– -$224K -9,577 Closed
PCS
1156
Private Client Services
Kentucky
– -$223K -9,535 Closed
SHJ
1157
Sharkey, Howes & Javer
Colorado
– -$219K -9,357 Closed
MFA
1158
Mayflower Financial Advisors
Massachusetts
– -$219K -9,338 Closed
IAA
1159
Independent Advisor Alliance
North Carolina
– -$215K -9,188 Closed
AI
1160
Accredited Investors
Minnesota
– -$211K -9,009 Closed
OWP
1161
Obermeyer Wealth Partners
Colorado
– -$210K -8,954 Closed
ISFAN
1162
Investor's Fiduciary Advisor Network
Washington
– -$207K -8,865 Closed
G
1163
Gainplan
Michigan
– -$204K -8,701 Closed
AA
1164
Apriem Advisors
California
– -$203K -8,680 Closed
TF
1165
TME Financial
California
– -$202K -8,626 Closed
Bessemer Group
1166
Bessemer Group
New Jersey
– -$182K -7,760 Closed
GWM
1167
Guardian Wealth Management
Illinois
– -$70.9K -3,024 Closed
SIM
1168
Synergy Investment Management
Florida
– -$51K -2,178 Closed
MA
1169
Montag & Associates
Georgia
– -$46.9K -2,000 Closed
SIM
1170
Studio Investment Management
Illinois
– -$45.6K -1,945 Closed
DJSG
1171
D.J. St. Germain
Massachusetts
– -$43.9K -1,872 Closed
WF
1172
Wayfinding Financial
Washington
– -$37K -1,596 Closed
CFFP
1173
Center for Financial Planning
Michigan
– -$35.1K -1,497 Closed
CRFG
1174
Columbia River Financial Group
Washington
– -$29K -1,270 Closed
GP
1175
Greenline Partners
New York
– -$72.9K -1,249 Closed
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