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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 %
CIR
601
Clear Investment Research
Georgia
$577K -$11.4K -449 -2%
KPWS
602
Kestra Private Wealth Services
Texas
$576K +$68.3K +2,701 +13%
DAS
603
Diversify Advisory Services
Utah
$569K +$40.5K +1,532 +8%
FA
604
Fiduciary Alliance
South Carolina
$568K +$130K +5,129 +30%
SFG
605
SNS Financial Group
Minnesota
$563K +$2.73K +108 +0.5%
AL
606
ACAS LLC
California
$556K -$6.54K -243 -1%
ACM
607
Armbruster Capital Management
New York
$555K – – –
ZF
608
Zhang Financial
Michigan
$552K -$40.3K -1,592 -7%
CFD
609
Creative Financial Designs
Indiana
$549K +$32.4K +1,279 +6%
LGWM
610
Litman Gregory Wealth Management
California
$547K -$356K -14,069 -39%
BIA
611
Bigelow Investment Advisors
Maine
$544K -$127 -5 -0%
AWA
612
Acorn Wealth Advisors
Michigan
$544K +$557 +22 +0.1%
SFG
613
Sovereign Financial Group
Connecticut
$535K +$95.8K +3,785 +22%
EI
614
Ellevest Inc
New York
$534K +$91.8K +3,628 +21%
CMAI
615
Capital Management Associates Inc
Minnesota
$534K -$531K -20,970 -50%
SWM
616
Stockman Wealth Management
Montana
$533K -$3.8K -150 -0.7%
EWM
617
Evermay Wealth Management
Virginia
$532K -$143K -5,646 -21%
CWA
618
Cornerstone Wealth Advisors
Minnesota
$529K +$28.7K +1,134 +6%
PI
619
PFG Investments
New York
$528K +$98.1K +3,876 +23%
TA
620
Tactive Advisors
Florida
$528K +$528K +20,854 New
JCM
621
Jacobi Capital Management
Pennsylvania
$526K -$157K -6,217 -23%
CW
622
Cooksen Wealth
Texas
$522K +$184K +7,269 +54%
EAM
623
Everstar Asset Management
North Carolina
$522K -$59.3K -2,345 -10%
SSW
624
Stone Summit Wealth
Florida
$519K +$126K +4,987 +32%
PS
625
Principal Securities
Iowa
$517K +$28.6K +1,132 +6%
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