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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 %
Empower Advisory Group
1
Empower Advisory Group
Colorado
$846M +$178M +7,049,998 +27%
Bank of America
2
Bank of America
North Carolina
$481M +$24.3M +962,262 +5%
SEI Investments
3
SEI Investments
Pennsylvania
$392M +$29M +1,144,820 +8%
Financial Engines Advisors
4
Financial Engines Advisors
California
$139M +$9.76M +385,725 +8%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$125M +$21.8M +861,800 +21%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$121M +$48.8M +1,869,642 +67%
Creative Planning
7
Creative Planning
Kansas
$119M +$3.54M +140,068 +3%
Cerity Partners
8
Cerity Partners
New York
$98.4M -$22.6M -893,342 -19%
UBS Group
9
UBS Group
Switzerland
$96.8M -$1.22M -48,132 -1%
AA
10
Advisory Alpha
Michigan
$93M -$3.11M -122,983 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$75.3M -$13M -511,927 -15%
HighTower Advisors
12
HighTower Advisors
Illinois
$73.1M +$2.71M +107,119 +4%
Mariner
13
Mariner
Kansas
$71.8M -$2.58M -102,105 -3%
Corient Private Wealth
14
Corient Private Wealth
Florida
$61.4M +$31.5M +1,243,640 +105%
LPL Financial
15
LPL Financial
California
$61.4M +$1.15M +45,426 +2%
SCM
16
Steele Capital Management
Iowa
$57.7M +$16.6M +656,386 +40%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$55.7M -$2.79M -110,086 -5%
Morgan Stanley
18
Morgan Stanley
New York
$48.4M -$576K -22,762 -1%
MGIA
19
Moneta Group Investment Advisors
Missouri
$48.3M +$10.2M +401,917 +27%
SIM
20
Sims Investment Management
Ohio
$46.5M +$670K +26,485 +1%
SC
21
Savant Capital
Illinois
$40.3M -$3.41M -134,803 -8%
Goldman Sachs
22
Goldman Sachs
New York
$39.6M -$32.3M -1,275,240 -45%
Betterment LLC
23
Betterment LLC
New York
$39.2M +$7.72M +305,084 +24%
RWM
24
RMG Wealth Management
Wisconsin
$36M +$36M +1,378,321 New
CA
25
CoreCap Advisors
Michigan
$35.5M +$3.25M +128,586 +10%
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