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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 %
RA
176
Riversedge Advisors
Delaware
$5.02M -$2.4M -94,821 -32%
VFIC
177
Valley Forge Investment Consultants
Pennsylvania
$5M +$296K +11,707 +6%
MBI
178
May Barnhard Investments
Maryland
$4.97M -$315K -12,469 -6%
MWM
179
Modera Wealth Management
New Jersey
$4.94M -$119K -4,709 -2%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$4.94M +$9.24K +365 +0.2%
CAM
181
Cresset Asset Management
Illinois
$4.92M -$2.28M -90,070 -32%
MWM
182
Mission Wealth Management
California
$4.86M +$1.55M +61,215 +47%
NF
183
Nikulski Financial
Iowa
$4.85M +$278K +10,972 +6%
ASN
184
Advisory Services Network
Georgia
$4.85M +$2M +77,506 +70%
FLFS
185
Family Legacy Financial Solutions
North Carolina
$4.81M +$4.81M +190,269 New
CWA
186
Carolina Wealth Advisors
South Carolina
$4.8M +$11.9K +469 +0.2%
NA
187
NewEdge Advisors
Louisiana
$4.77M -$177K -7,006 -4%
IA
188
IFP Advisors
Florida
$4.75M +$154K +6,090 +3%
PAG
189
Powers Advisory Group
Illinois
$4.72M +$145K +5,750 +3%
BA
190
Ballast Advisors
Minnesota
$4.72M -$129K -5,090 -3%
JJBC
191
James J. Burns & Company
New York
$4.71M +$64.5K +2,549 +1%
BBPWM
192
Blue Bell Private Wealth Management
Pennsylvania
$4.69M -$79.6K -3,145 -2%
ECM
193
Evergreen Capital Management
Washington
$4.65M +$4.28K +169 +0.1%
AFG
194
Atomi Financial Group
New York
$4.64M -$386K -15,244 -8%
CIC
195
Cutler Investment Counsel
Oregon
$4.62M +$480K +18,991 +12%
FCM
196
Fortis Capital Management
Washington
$4.61M -$74.4K -2,940 -2%
OCG
197
Opus Capital Group
Ohio
$4.56M +$3.24M +127,951 +244%
ULWM
198
Upper Left Wealth Management
Florida
$4.5M -$174K -6,878 -4%
WMWM
199
Wilkins Miller Wealth Management
Alabama
$4.45M -$224K -8,860 -5%
CAL
200
Capital Analysts LLC
Pennsylvania
$4.41M +$2.96M +117,065 +204%
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