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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,109 hedge funds and large institutions have $6.04B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 437 increasing their positions, 413 reducing their positions, and 81 closing their positions.

Holders
1,109
Holders Change
-11
Holders Change %
-0.98%
% of All Funds
14.89%
Holding in Top 10
50
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.09%
% of All Funds
0.67%
New
98
Increased
437
Reduced
413
Closed
81
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
-$1.05M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$846M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
RWM
3
RMG Wealth Management
Wisconsin
$36M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$61.4M
5
SEI Investments
5
SEI Investments
Pennsylvania
$392M

Top Sellers

1
WA
1
Waterford Advisors
New York
$16.9M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$2.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$39.6M
4
Cerity Partners
4
Cerity Partners
New York
$98.4M
5
Ameriprise
5
Ameriprise
Minnesota
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
101
American Financial Advisors
Georgia
$9.58M 378,799 +2,988 +0.8%
CMP
102
Courage Miller Partners
Virginia
$9.57M 378,178 +31,098 +9%
SFWC
103
Strategic Family Wealth Counselors
New Jersey
$9.49M 375,000 +5,746 +2%
Truist Financial
104
Truist Financial
North Carolina
$9.01M 356,205 +5,406 +2%
AAP
105
Arax Advisory Partners
Colorado
$8.96M 351,595 +109,926 +45%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$8.86M 350,000 +350,000 New
IWC
107
Integrated Wealth Concepts
Massachusetts
$8.71M 344,153 -11,773 -3%
WANY
108
Wealthspire Advisors (New York)
New York
$8.62M 340,847 -357,341 -51%
CRC
109
Curi RMB Capital
Illinois
$8.53M 337,220 -42,018 -11%
FPCP
110
Fort Point Capital Partners
California
$8.36M 330,358 +53,451 +19%
MT
111
Midwest Trust
Kansas
$8.33M 329,413 +329,413 New
DWM
112
Diversify Wealth Management
Utah
$8.19M 309,945 +1,841 +0.6%
CWM
113
Congress Wealth Management
Massachusetts
$8.13M 321,415 +15,374 +5%
AIM
114
Athena Investment Management
California
$8.11M 320,575 -30 -0%
PIMG
115
Patriot Investment Management Group
Tennessee
$8.04M 317,695 -1,605 -0.5%
CFMC
116
Curbstone Financial Management Corp
New Hampshire
$8.03M 317,292 -28,150 -8%
WT
117
Whittier Trust
California
$8M 316,464 +7,769 +3%
SWA
118
Stratos Wealth Advisors
Ohio
$7.99M 315,848 +242,048 +328%
CP
119
Creekside Partners
California
$7.68M 303,380 +325 +0.1%
UCFA
120
United Capital Financial Advisors
Texas
$7.48M 295,553 -48,634 -14%
BFG
121
Bouchey Financial Group
New York
$7.42M 293,419 -2,175 -0.7%
MFC
122
Morris Financial Concepts
South Carolina
$7.37M 291,408 -3,117 -1%
SIC
123
Salem Investment Counselors
North Carolina
$7.35M 290,580 -28,082 -9%
SS
124
Sunbelt Securities
Texas
$7.35M 284,197 +5,980 +2%
WTC
125
WhitTier Trust Company
Nevada
$7.12M 281,682 -9,993 -3%
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5
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