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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
GG
251
Gleason Group
Kentucky
$3.15M
VA
252
Valmark Advisers
Ohio
$3.15M
FIBT
253
First International Bank & Trust
North Dakota
$3.11M
DWM
254
Destination Wealth Management
California
$3.08M
ACA
255
Aptus Capital Advisors
Alabama
$3.08M
TCM
256
Tradewinds Capital Management
Washington
$3.05M
SM
257
Sensible Money
Arizona
$3.01M
LBC
258
Lowe Brockenbrough & Co
Virginia
$2.99M
NCM
259
Next Capital Management
New York
$2.97M
AC
260
AlphaCore Capital
California
$2.96M
PFM
261
Phillips Financial Management
Indiana
$2.95M
PFWA
262
Paces Ferry Wealth Advisors
Georgia
$2.92M
WCM
263
Winthrop Capital Management
Indiana
$2.92M
EFP
264
Elser Financial Planning
Indiana
$2.9M
TSWM
265
Triangle Securities Wealth Management
North Carolina
$2.9M
VCM
266
Vision Capital Management
Oregon
$2.89M
SEIA
267
Signature Estate & Investment Advisors
California
$2.81M
LIM
268
Leavell Investment Management
Alabama
$2.79M
BCM
269
Boltwood Capital Management
California
$2.78M
PA
270
Pinnacle Associates
New York
$2.78M
ACM
271
Arcataur Capital Management
Wisconsin
$2.78M
TFF
272
The Family Firm
Maryland
$2.78M
AAS
273
Avantax Advisory Services
Texas
$2.75M
EW
274
Element Wealth
Mississippi
$2.75M
BCWM
275
Bartlett & Co Wealth Management
Ohio
$2.75M