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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,113 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 99 funds opening new positions, 438 increasing their positions, 414 reducing their positions, and 82 closing their positions.

Holders
1,113
Holders Change
-7
Holders Change %
-0.63%
% of All Funds
14.94%
Holding in Top 10
50
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.09%
% of All Funds
0.67%
New
99
Increased
438
Reduced
414
Closed
82
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$247K

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
Corient Private Wealth
3
Corient Private Wealth
Florida
$61.4M
4
SEI Investments
4
SEI Investments
Pennsylvania
$392M
5
Bank of America
5
Bank of America
North Carolina
$481M

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 Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
126
Tudor Investment Corp
Connecticut
$7.12M +$6.5M +257,088 +1,058%
HWM
127
HB Wealth Management
Georgia
$7.04M -$669K -26,446 -9%
SFA
128
Sequoia Financial Advisors
Ohio
$7.04M -$3.67M -145,107 -34%
TYCC
129
Texas Yale Capital Corp
Florida
$7M +$356K +14,086 +5%
BFG
130
Bleakley Financial Group
New Jersey
$6.88M +$578K +22,837 +9%
CFGSD
131
Compass Financial Group (South Dakota)
South Dakota
$6.85M +$378K +14,937 +6%
IAN
132
Integrated Advisors Network
Texas
$6.75M -$110K -4,362 -2%
CF
133
Copperwynd Financial
Arizona
$6.61M +$498K +19,696 +8%
Lido Advisors
134
Lido Advisors
California
$6.61M +$2.84M +112,404 +76%
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.52M +$6.28M +158,829 +2,578%
BDF
136
Black Diamond Financial
Maryland
$6.51M -$337K -13,326 -5%
ADL
137
Asset Dedication LLC
California
$6.48M -$79.7K -3,150 -1%
Ameriprise
138
Ameriprise
Minnesota
$6.47M -$19.1M -754,521 -75%
MAM
139
Marquette Asset Management
Minnesota
$6.47M – – –
EGWAG
140
Elwood & Goetz Wealth Advisory Group
Georgia
$6.45M +$1.3M +51,505 +25%
AMG
141
Asset Management Group
Connecticut
$6.45M -$362K -14,310 -5%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$6.41M -$220K -8,704 -3%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$6.37M +$283K +11,194 +5%
FF
144
Friedenthal Financial
New Jersey
$6.32M +$404K +15,953 +7%
BIA
145
Bell Investment Advisors
California
$6.3M -$240K -9,491 -4%
MWM
146
Meridian Wealth Management
Kentucky
$6.28M -$750K -29,628 -11%
GCP
147
Gill Capital Partners
Colorado
$6.27M +$106K +4,198 +2%
TIM
148
Tortoise Investment Management
New York
$6.25M +$529K +20,893 +9%
OWM
149
Orgel Wealth Management
Wisconsin
$6.23M +$506K +19,986 +9%
Stifel Financial
150
Stifel Financial
Missouri
$6.22M -$272K -10,767 -4%
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