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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 %
RA
176
Riversedge Advisors
Delaware
$5.02M -$2.4M -94,821 -32%
VFIC
177
Valley Forge Investment Consultants
Pennsylvania
$5M +$296K +11,707 +6%
CFGA
178
Cambridge Financial Group (Arizona)
Arizona
$5M -$135K -5,343 -3%
MBI
179
May Barnhard Investments
Maryland
$4.97M -$315K -12,469 -6%
MWM
180
Modera Wealth Management
New Jersey
$4.94M -$119K -4,709 -2%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$4.94M +$9.24K +365 +0.2%
CAM
182
Cresset Asset Management
Illinois
$4.92M -$2.28M -90,070 -32%
MWM
183
Mission Wealth Management
California
$4.86M +$1.55M +61,215 +47%
NF
184
Nikulski Financial
Iowa
$4.85M +$278K +10,972 +6%
ASN
185
Advisory Services Network
Georgia
$4.85M +$2M +77,506 +70%
FLFS
186
Family Legacy Financial Solutions
North Carolina
$4.81M +$4.81M +190,269 New
CWA
187
Carolina Wealth Advisors
South Carolina
$4.8M +$11.9K +469 +0.2%
NA
188
NewEdge Advisors
Louisiana
$4.77M -$177K -7,006 -4%
IA
189
IFP Advisors
Florida
$4.75M +$154K +6,090 +3%
PAG
190
Powers Advisory Group
Illinois
$4.72M +$145K +5,750 +3%
BA
191
Ballast Advisors
Minnesota
$4.72M -$129K -5,090 -3%
JJBC
192
James J. Burns & Company
New York
$4.71M +$64.5K +2,549 +1%
BBPWM
193
Blue Bell Private Wealth Management
Pennsylvania
$4.69M -$79.6K -3,145 -2%
ECM
194
Evergreen Capital Management
Washington
$4.65M +$4.28K +169 +0.1%
AFG
195
Atomi Financial Group
New York
$4.64M -$386K -15,244 -8%
CIC
196
Cutler Investment Counsel
Oregon
$4.62M +$480K +18,991 +12%
FCM
197
Fortis Capital Management
Washington
$4.61M -$74.4K -2,940 -2%
OCG
198
Opus Capital Group
Ohio
$4.56M +$3.24M +127,951 +244%
ULWM
199
Upper Left Wealth Management
Florida
$4.5M -$174K -6,878 -4%
WMWM
200
Wilkins Miller Wealth Management
Alabama
$4.45M -$224K -8,860 -5%
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