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Schwab U.S Small- Cap ETF

1,126 hedge funds and large institutions have $6.03B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 443 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
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
ISWM
326
Independent Solutions Wealth Management
New York
$2.11M
DP
327
Denver PWM
Colorado
$2.06M
BFA
328
Bluestem Financial Advisors
Illinois
$2.05M
EE
329
EWG Elevate
California
$2.05M
FPAS
330
Focus Partners Advisor Solutions
Missouri
$2.04M
VBWMG
331
Von Berge Wealth Management Group
California
$2.04M
Comerica Bank
332
Comerica Bank
Texas
$2.04M
FCM
333
Firestone Capital Management
Florida
$2.03M
AIM
334
Aspen Investment Management
Michigan
$2.02M
AIS
335
American Investment Services
Massachusetts
$2M
TWG
336
The Wealth Group
Minnesota
$2M
BCI
337
Brinker Capital Investments
Pennsylvania
$1.99M
IC
338
IEQ Capital
California
$1.97M
Citadel Advisors
339
Citadel Advisors
Florida
$1.97M
AWE
340
Avidian Wealth Enterprises
Texas
$1.97M
EFG
341
Everhart Financial Group
Ohio
$1.97M
CA
342
Clearstead Advisors
Ohio
$1.96M
CM
343
Columbus Macro
Pennsylvania
$1.96M
SFMG
344
Sage Financial Management Group
Virginia
$1.96M
CAG
345
Compass Advisory Group
New York
$1.93M
KAS
346
Kestra Advisory Services
Texas
$1.92M
MFT
347
Moisand Fitzgerald Tamayo
Florida
$1.9M
BRWA
348
B. Riley Wealth Advisors
Florida
$1.88M
WF
349
Whelan Financial
California
$1.84M
LA
350
LVW Advisors
New York
$1.84M