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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 %
AAS
226
Asset Allocation Strategies
Michigan
$3.57M +$420K +16,601 +13%
CAAM
227
Cornerstone Advisors Asset Management
Pennsylvania
$3.56M +$8.73K +345 +0.2%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$3.54M -$742K -29,338 -17%
PCG
229
Prosperity Consulting Group
Maryland
$3.47M -$240K -9,479 -6%
MI
230
Moneywise Inc
Virginia
$3.45M -$470K -18,591 -12%
VFS
231
Valpey Financial Services
New Hampshire
$3.45M +$3.45M +136,441 New
AWM
232
Abound Wealth Management
Tennessee
$3.43M +$1.6M +63,301 +87%
DFA
233
DHJJ Financial Advisors
Illinois
$3.43M +$127K +5,008 +4%
OF
234
Outfitter Financial
Maine
$3.41M +$26.1K +1,030 +0.8%
DI
235
Diligent Investors
California
$3.4M -$168K -6,650 -5%
NDSI
236
Newman Dignan & Sheerar Inc
Rhode Island
$3.35M -$547K -21,627 -14%
RWP
237
RWA Wealth Partners
Massachusetts
$3.35M -$87.3K -3,451 -3%
PWM
238
Perigon Wealth Management
California
$3.34M +$126K +4,976 +4%
PP
239
PrairieView Partners
Minnesota
$3.31M +$119K +4,703 +4%
BP
240
Broadleaf Partners
Ohio
$3.3M +$262K +10,352 +9%
LCM
241
Liberty Capital Management
Michigan
$3.3M +$115K +4,530 +4%
CNFG
242
Creegan & Nassoura Financial Group
New Hampshire
$3.27M -$5.06K -200 -0.2%
KHC
243
Koesten Hirschmann & Crabtree
Kansas
$3.22M +$23.8K +940 +0.7%
CB
244
Community Bank
New York
$3.21M -$224K -8,850 -7%
AWM
245
Apollon Wealth Management
South Carolina
$3.19M +$86.9K +3,433 +3%
VNA
246
Valley National Advisers
Pennsylvania
$3.19M -$502K -19,866 -14%
AQR Capital Management
247
AQR Capital Management
Connecticut
$3.18M +$398K +15,750 +14%
PP
248
Patten & Patten
Tennessee
$3.17M -$82.9K -3,278 -3%
GG
249
Gleason Group
Kentucky
$3.15M +$347K +13,701 +12%
VA
250
Valmark Advisers
Ohio
$3.15M +$1.04K +41 +0%
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