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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,121 hedge funds and large institutions have $5.37B invested in Schwab U.S Small- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 439 increasing their positions, 449 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-34
Holders Change %
-2.94%
% of All Funds
15.23%
Holding in Top 10
56
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.42%
% of All Funds
0.76%
New
73
Increased
439
Reduced
449
Closed
77
Calls
$1.32M
Puts
$63K
Net Calls
+$1.26M
Net Calls Change
-$388K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$52.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$24.8M
3
DAS
Dynamic Advisor Solutions
Arizona
+$22.1M
4
Betterment LLC
Betterment LLC
New York
+$18.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.3M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.04B
2
Bank of America
Bank of America
North Carolina
-$663M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
4
FIA
Foundations Investment Advisors
Arizona
-$21.4M
5
FIBT
First International Bank & Trust
North Dakota
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
1
Empower Advisory Group
Colorado
$618M +$24.8M +1,057,580 +4%
Bank of America
2
Bank of America
North Carolina
$423M -$663M -28,277,234 -61%
SEI Investments
3
SEI Investments
Pennsylvania
$336M +$13.6M +580,744 +4%
Financial Engines Advisors
4
Financial Engines Advisors
California
$119M -$38.8K -1,657 -0%
Cerity Partners
5
Cerity Partners
New York
$112M +$3.21M +137,074 +3%
Creative Planning
6
Creative Planning
Kansas
$107M +$589K +25,148 +0.6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$95.7M +$15.3M +652,644 +19%
UBS Group
8
UBS Group
Switzerland
$90.8M +$4.65M +198,604 +5%
AA
9
Advisory Alpha
Michigan
$89M -$10.1M -433,014 -10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$81.7M -$66M -2,817,713 -45%
Mariner
11
Mariner
Kansas
$68.9M -$93.1K -3,974 -0.1%
Goldman Sachs
12
Goldman Sachs
New York
$66.6M -$1.79M -76,597 -3%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$65.2M -$1.69M -72,260 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$65.2M +$3.87M +165,050 +6%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$56.9M +$52.4M +2,236,963 +1,166%
LPL Financial
16
LPL Financial
California
$55.8M -$599K -25,559 -1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$54.2M -$2.01M -85,748 -4%
MW
18
Marcum Wealth
Ohio
$48.6M -$478K -20,413 -1%
Morgan Stanley
19
Morgan Stanley
New York
$45.3M -$8.45M -360,800 -16%
SIM
20
Sims Investment Management
Ohio
$42.4M +$9.33M +398,101 +28%
SC
21
Savant Capital
Illinois
$40.4M -$3.75M -159,860 -8%
SCM
22
Steele Capital Management
Iowa
$38.1M +$378K +16,100 +1%
MGIA
23
Moneta Group Investment Advisors
Missouri
$35.3M +$1.7M +72,392 +5%
GAM
24
Gemmer Asset Management
California
$31.3M -$176K -7,502 -0.6%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$30.8M +$280K +11,937 +0.9%
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