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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 %
CAAM
226
Cornerstone Advisors Asset Management
Pennsylvania
$3.56M +$8.73K +345 +0.2%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$3.54M -$742K -29,338 -17%
PCG
228
Prosperity Consulting Group
Maryland
$3.47M -$240K -9,479 -6%
MI
229
Moneywise Inc
Virginia
$3.45M -$470K -18,591 -12%
VFS
230
Valpey Financial Services
New Hampshire
$3.45M +$3.45M +136,441 New
AWM
231
Abound Wealth Management
Tennessee
$3.43M +$1.6M +63,301 +87%
DFA
232
DHJJ Financial Advisors
Illinois
$3.43M +$127K +5,008 +4%
OF
233
Outfitter Financial
Maine
$3.41M +$26.1K +1,030 +0.8%
DI
234
Diligent Investors
California
$3.4M -$168K -6,650 -5%
NDSI
235
Newman Dignan & Sheerar Inc
Rhode Island
$3.35M -$547K -21,627 -14%
RWP
236
RWA Wealth Partners
Massachusetts
$3.35M -$87.3K -3,451 -3%
PWM
237
Perigon Wealth Management
California
$3.34M +$126K +4,976 +4%
PP
238
PrairieView Partners
Minnesota
$3.31M +$119K +4,703 +4%
BP
239
Broadleaf Partners
Ohio
$3.3M +$262K +10,352 +9%
LCM
240
Liberty Capital Management
Michigan
$3.3M +$115K +4,530 +4%
CNFG
241
Creegan & Nassoura Financial Group
New Hampshire
$3.27M -$5.06K -200 -0.2%
KHC
242
Koesten Hirschmann & Crabtree
Kansas
$3.22M +$23.8K +940 +0.7%
CB
243
Community Bank
New York
$3.21M -$224K -8,850 -7%
AWM
244
Apollon Wealth Management
South Carolina
$3.19M +$86.9K +3,433 +3%
VNA
245
Valley National Advisers
Pennsylvania
$3.19M -$502K -19,866 -14%
AQR Capital Management
246
AQR Capital Management
Connecticut
$3.18M +$398K +15,750 +14%
PP
247
Patten & Patten
Tennessee
$3.17M -$82.9K -3,278 -3%
GG
248
Gleason Group
Kentucky
$3.15M +$347K +13,701 +12%
VA
249
Valmark Advisers
Ohio
$3.15M +$1.04K +41 +0%
FIBT
250
First International Bank & Trust
North Dakota
$3.11M -$1.24M -49,021 -29%
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