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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 %
EWA
201
EP Wealth Advisors
California
$4.35M +$960K +37,935 +28%
CWG
202
Cornerstone Wealth Group
North Carolina
$4.28M -$314K -12,409 -7%
GPFA
203
Game Plan Financial Advisors
Ohio
$4.25M -$182K -7,194 -4%
KF
204
K2 Financial
California
$4.23M +$133K +5,180 +3%
AIM
205
Anchor Investment Management
South Carolina
$4.23M +$80.5K +3,183 +2%
CWM
206
Chesapeake Wealth Management
Virginia
$4.22M +$67.8K +2,679 +2%
VAF
207
Values Added Financial
District of Columbia
$4.05M +$888K +35,091 +28%
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$3.98M -$126K -4,985 -3%
PAG
209
Private Advisor Group
New Jersey
$3.97M -$252K -9,966 -6%
NRI
210
NFP Retirement Inc
California
$3.9M -$1.35M -53,486 -26%
Wealthfront Advisers
211
Wealthfront Advisers
California
$3.85M -$455K -17,997 -11%
LWM
212
Lighthouse Wealth Management
Ohio
$3.78M -$172K -6,814 -4%
CFG
213
Certior Financial Group
Pennsylvania
$3.78M +$438K +17,315 +13%
RI
214
Rinkey Investments
California
$3.73M +$1.55M +61,154 +71%
William Blair & Company
215
William Blair & Company
Illinois
$3.7M -$600K -23,720 -14%
EFG
216
Embree Financial Group
Illinois
$3.69M -$208K -8,205 -5%
LCM
217
Leisure Capital Management
California
$3.69M +$82K +3,241 +2%
WA
218
WBH Advisory
Maryland
$3.68M -$445K -17,607 -11%
PAI
219
Pittenger & Anderson Inc
Nebraska
$3.66M -$37.6K -1,485 -1%
FA
220
FF Advisors
California
$3.65M +$42.1K +1,665 +1%
CFA
221
Cahill Financial Advisors
Minnesota
$3.64M -$39.9K -1,577 -1%
WA
222
Wealth Architects
California
$3.63M -$1.08M -42,521 -23%
GA
223
Gordian Advisors
Arizona
$3.59M -$177K -6,999 -5%
GSIS
224
Global Strategic Investment Solutions
Arizona
$3.58M -$328K -12,974 -8%
AAS
225
Asset Allocation Strategies
Michigan
$3.57M +$420K +16,601 +13%
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