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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,116 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, 415 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.96%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.7%
New
100
Increased
439
Reduced
415
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 %
Stifel Financial
151
Stifel Financial
Missouri
$6.22M -$272K -10,767 -4%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$6.2M -$5.28M -208,532 -46%
MM
153
Meridian Management
Arkansas
$6.19M -$4.99M -193,725 -45%
KCPG
154
Kavar Capital Partners Group
Kansas
$6.18M +$289K +11,435 +5%
HFS
155
Horizon Financial Services
North Carolina
$6.14M -$239K -9,442 -4%
VCM
156
Vivaldi Capital Management
Illinois
$6.07M -$989K -39,108 -14%
BWM
157
BCS Wealth Management
Tennessee
$5.87M +$783K +30,963 +15%
MG
158
Mather Group
Illinois
$5.86M -$334K -13,207 -5%
AF
159
Allworth Financial
California
$5.86M -$129K -5,106 -2%
BWM
160
Brown Wealth Management
Illinois
$5.6M +$893K +35,298 +19%
VIA
161
Victrix Investment Advisors
Florida
$5.57M -$183K -7,245 -3%
BWM
162
Bernard Wealth Management
Michigan
$5.49M -$308K -12,181 -5%
ATWA
163
Arbor Trust Wealth Advisors
Michigan
$5.49M -$761K -30,096 -12%
BAMG
164
Brand Asset Management Group
Missouri
$5.48M -$121K -4,778 -2%
MAS
165
Meeder Advisory Services
Ohio
$5.4M -$33.4K -1,320 -0.6%
GC
166
Garde Capital
Washington
$5.4M -$296K -11,718 -5%
SCP
167
Stevens Capital Partners
Nebraska
$5.29M +$368K +14,233 +7%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$5.28M -$425K -16,788 -7%
CCM
169
Chilton Capital Management
Texas
$5.25M – – –
GPA
170
Guerra Pan Advisors
New Jersey
$5.16M -$450K -17,798 -8%
GWM
171
Geneos Wealth Management
Colorado
$5.13M -$6.01M -237,579 -54%
PL
172
Plancorp LLC
Missouri
$5.11M +$3.9M +154,327 +323%
FTS
173
Fifth Third Securities
Ohio
$5.07M +$46.6K +1,841 +0.9%
LPAM
174
Lodestar Private Asset Management
California
$5.07M +$1.07M +42,145 +27%
AFP
175
Ausdal Financial Partners
Iowa
$5.02M -$6.45K -255 -0.1%
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