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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
1IA
301
1834 Investment Advisors
Wisconsin
$2.39M
IWMA
302
Ironwood Wealth Management (Arizona)
Arizona
$2.37M
NFG
303
Northeast Financial Group
Pennsylvania
$2.33M
GFP
304
Guardian Financial Partners
California
$2.33M
AIA
305
Accelerate Investment Advisors
California
$2.33M
FFA
306
Farther Finance Advisors
California
$2.32M
MS
307
Madden Securities
Texas
$2.32M
Natixis Advisors
308
Natixis Advisors
Massachusetts
$2.32M
BAM
309
Berkshire Asset Management
Pennsylvania
$2.31M
MMCM
310
Murphy & Mullick Capital Management
New York
$2.29M
CW
311
Code Waechter
Florida
$2.28M
CA
312
Centerpoint Advisors
Massachusetts
$2.28M
ML
313
McAdam LLC
Pennsylvania
$2.27M
GS
314
GTS Securities
New York
$2.26M
LKBC
315
L.K. Benson & Company
Maryland
$2.25M
RWP
316
Revolve Wealth Partners
New Jersey
$2.25M
PGFC
317
Peapack-Gladstone Financial Corp
New Jersey
$2.25M
JPLA
318
Joseph P. Lucia & Associates
New York
$2.22M
BI
319
Ballast Inc
Kentucky
$2.22M
BSHC
320
Breed's Hill Capital
Massachusetts
$2.22M
FTUS
321
Flow Traders U.S.
New York
$2.19M
VT
322
Vise Technologies
New York
$2.18M
JWS
323
Juncture Wealth Strategies
Arizona
$2.16M
EH
324
Equitable Holdings
New York
$2.16M
CWA
325
Consilium Wealth Advisory
Texas
$2.16M