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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
MWP
351
Moller Wealth Partners
$1.82M
JWA
352
JFS Wealth Advisors
Pennsylvania
$1.81M
VVP
353
Venture Visionary Partners
Ohio
$1.81M
SFC
354
Strategic Financial Concepts
Texas
$1.8M
SP
355
SWS Partners
Ohio
$1.8M
SAI
356
Savvy Advisors Inc
New York
$1.79M
ATPW
357
Ashton Thomas Private Wealth
Arizona
$1.75M
DWM
358
Dakota Wealth Management
Florida
$1.75M
B
359
Bailard
California
$1.74M
CG
360
Cynosure Group
Utah
$1.74M
CFS
361
CRA Financial Services
New Jersey
$1.72M
WIA
362
World Investment Advisors
California
$1.71M
ACG
363
Allen Capital Group
Nebraska
$1.7M
NHC
364
Nicholas Hoffman & Company
Georgia
$1.69M
CIP
365
Capital Insight Partners
Arizona
$1.69M
AO
366
Advisor OS
Illinois
$1.69M
CFIA
367
Cantor Fitzgerald Investment Advisors
New York
$1.68M
PIA
368
Panoramic Investment Advisors
Colorado
$1.67M
Janney Montgomery Scott
369
Janney Montgomery Scott
Pennsylvania
$1.65M
MPCA
370
Madison Park Capital Advisors
Washington
$1.64M
LC
371
LTG Capital
Massachusetts
$1.64M
VWA
372
VSM Wealth Advisory
Maryland
$1.64M
B
373
Bensler
Washington
$1.64M
VCP
374
Vista Capital Partners
Oregon
$1.63M
OPWM
375
Oakwell Private Wealth Management
Texas
$1.63M