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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 %
CAL
201
Capital Analysts LLC
Pennsylvania
$4.41M +$2.96M +117,065 +204%
EWA
202
EP Wealth Advisors
California
$4.35M +$960K +37,935 +28%
CWG
203
Cornerstone Wealth Group
North Carolina
$4.28M -$314K -12,409 -7%
GPFA
204
Game Plan Financial Advisors
Ohio
$4.25M -$182K -7,194 -4%
KF
205
K2 Financial
California
$4.23M +$133K +5,180 +3%
AIM
206
Anchor Investment Management
South Carolina
$4.23M +$80.5K +3,183 +2%
CWM
207
Chesapeake Wealth Management
Virginia
$4.22M +$67.8K +2,679 +2%
VAF
208
Values Added Financial
District of Columbia
$4.05M +$888K +35,091 +28%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$3.98M -$126K -4,985 -3%
PAG
210
Private Advisor Group
New Jersey
$3.97M -$252K -9,966 -6%
NRI
211
NFP Retirement Inc
California
$3.9M -$1.35M -53,486 -26%
Wealthfront Advisers
212
Wealthfront Advisers
California
$3.85M -$455K -17,997 -11%
LWM
213
Lighthouse Wealth Management
Ohio
$3.78M -$172K -6,814 -4%
CFG
214
Certior Financial Group
Pennsylvania
$3.78M +$438K +17,315 +13%
RI
215
Rinkey Investments
California
$3.73M +$1.55M +61,154 +71%
William Blair & Company
216
William Blair & Company
Illinois
$3.7M -$600K -23,720 -14%
EFG
217
Embree Financial Group
Illinois
$3.69M -$208K -8,205 -5%
LCM
218
Leisure Capital Management
California
$3.69M +$82K +3,241 +2%
WA
219
WBH Advisory
Maryland
$3.68M -$445K -17,607 -11%
PAI
220
Pittenger & Anderson Inc
Nebraska
$3.66M -$37.6K -1,485 -1%
FA
221
FF Advisors
California
$3.65M +$42.1K +1,665 +1%
CFA
222
Cahill Financial Advisors
Minnesota
$3.64M -$39.9K -1,577 -1%
WA
223
Wealth Architects
California
$3.63M -$1.08M -42,521 -23%
GA
224
Gordian Advisors
Arizona
$3.59M -$177K -6,999 -5%
GSIS
225
Global Strategic Investment Solutions
Arizona
$3.58M -$328K -12,974 -8%
7 8
9
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