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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
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$2.74M
UAG
277
United Advisor Group
Ohio
$2.72M
HG
278
Harbor Group
New Hampshire
$2.71M
NB
279
NBT Bank
New York
$2.7M
WP
280
WealthShield Partners
North Carolina
$2.69M
Bank of Montreal
281
Bank of Montreal
Ontario, Canada
$2.68M
CAG
282
Csenge Advisory Group
Florida
$2.66M
AOWM
283
Alpha Omega Wealth Management
Virginia
$2.64M
CCA
284
Cobblestone Capital Advisors
New York
$2.64M
LF
285
Lee Financial
Texas
$2.62M
PMG
286
ProVise Management Group
Florida
$2.6M
HA
287
HC Advisors
Georgia
$2.58M
STA
288
Smith Thornton Advisors
Alabama
$2.58M
FWA
289
FSM Wealth Advisors
Ohio
$2.58M
Kovitz Investment Group Partners
290
Kovitz Investment Group Partners
Illinois
$2.57M
HSA
291
HBK Sorce Advisory
Pennsylvania
$2.53M
LFG
292
Larson Financial Group
Missouri
$2.53M
FG
293
Foster Group
Iowa
$2.52M
SFG
294
Sunburst Financial Group
Alabama
$2.52M
CFG
295
Citizens Financial Group
Rhode Island
$2.51M
SF
296
Summit Financial
New Jersey
$2.47M
JCIA
297
Jackson Creek Investment Advisors
Colorado
$2.47M
SWM
298
SeaCrest Wealth Management
New York
$2.46M
CMBA
299
C.M. Bidwell & Associates
Hawaii
$2.45M
IRC
300
Investors Research Corp
Georgia
$2.41M