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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
IWM
326
IHT Wealth Management
Illinois
$2.15M
ISWM
327
Independent Solutions Wealth Management
New York
$2.11M
DP
328
Denver PWM
Colorado
$2.06M
BFA
329
Bluestem Financial Advisors
Illinois
$2.05M
EE
330
EWG Elevate
California
$2.05M
FPAS
331
Focus Partners Advisor Solutions
Missouri
$2.04M
VBWMG
332
Von Berge Wealth Management Group
California
$2.04M
Comerica Bank
333
Comerica Bank
Texas
$2.04M
FCM
334
Firestone Capital Management
Florida
$2.03M
AIM
335
Aspen Investment Management
Michigan
$2.02M
AIS
336
American Investment Services
Massachusetts
$2M
TWG
337
The Wealth Group
Minnesota
$2M
BCI
338
Brinker Capital Investments
Pennsylvania
$1.99M
IC
339
IEQ Capital
California
$1.97M
Citadel Advisors
340
Citadel Advisors
Florida
$1.97M
AWE
341
Avidian Wealth Enterprises
Texas
$1.97M
EFG
342
Everhart Financial Group
Ohio
$1.97M
CA
343
Clearstead Advisors
Ohio
$1.96M
CM
344
Columbus Macro
Pennsylvania
$1.96M
SFMG
345
Sage Financial Management Group
Virginia
$1.96M
CAG
346
Compass Advisory Group
New York
$1.93M
KAS
347
Kestra Advisory Services
Texas
$1.92M
MFT
348
Moisand Fitzgerald Tamayo
Florida
$1.9M
BRWA
349
B. Riley Wealth Advisors
Florida
$1.88M
WF
350
Whelan Financial
California
$1.84M