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Schwab U.S Small- Cap ETF

1,122 hedge funds and large institutions have $6.02B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 442 increasing their positions, 416 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
226
Gordian Advisors
Arizona
$3.59M
GSIS
227
Global Strategic Investment Solutions
Arizona
$3.58M
AAS
228
Asset Allocation Strategies
Michigan
$3.57M
CAAM
229
Cornerstone Advisors Asset Management
Pennsylvania
$3.56M
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$3.54M
PCG
231
Prosperity Consulting Group
Maryland
$3.47M
MI
232
Moneywise Inc
Virginia
$3.45M
VFS
233
Valpey Financial Services
New Hampshire
$3.45M
AWM
234
Abound Wealth Management
Tennessee
$3.43M
DFA
235
DHJJ Financial Advisors
Illinois
$3.43M
OF
236
Outfitter Financial
Maine
$3.41M
DI
237
Diligent Investors
California
$3.4M
NDSI
238
Newman Dignan & Sheerar Inc
Rhode Island
$3.35M
RWP
239
RWA Wealth Partners
Massachusetts
$3.35M
PWM
240
Perigon Wealth Management
California
$3.34M
PP
241
PrairieView Partners
Minnesota
$3.31M
BP
242
Broadleaf Partners
Ohio
$3.3M
LCM
243
Liberty Capital Management
Michigan
$3.3M
CNFG
244
Creegan & Nassoura Financial Group
New Hampshire
$3.27M
KHC
245
Koesten Hirschmann & Crabtree
Kansas
$3.22M
CB
246
Community Bank
New York
$3.21M
AWM
247
Apollon Wealth Management
South Carolina
$3.19M
VNA
248
Valley National Advisers
Pennsylvania
$3.19M
AQR Capital Management
249
AQR Capital Management
Connecticut
$3.18M
PP
250
Patten & Patten
Tennessee
$3.17M