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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
LA
351
LVW Advisors
New York
$1.84M
MWP
352
Moller Wealth Partners
$1.82M
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.81M
VVP
354
Venture Visionary Partners
Ohio
$1.81M
SFC
355
Strategic Financial Concepts
Texas
$1.8M
SP
356
SWS Partners
Ohio
$1.8M
SAI
357
Savvy Advisors Inc
New York
$1.79M
ATPW
358
Ashton Thomas Private Wealth
Arizona
$1.75M
DWM
359
Dakota Wealth Management
Florida
$1.75M
B
360
Bailard
California
$1.74M
CG
361
Cynosure Group
Utah
$1.74M
CFS
362
CRA Financial Services
New Jersey
$1.72M
WIA
363
World Investment Advisors
California
$1.71M
ACG
364
Allen Capital Group
Nebraska
$1.7M
NHC
365
Nicholas Hoffman & Company
Georgia
$1.69M
CIP
366
Capital Insight Partners
Arizona
$1.69M
AO
367
Advisor OS
Illinois
$1.69M
CFIA
368
Cantor Fitzgerald Investment Advisors
New York
$1.68M
PIA
369
Panoramic Investment Advisors
Colorado
$1.67M
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$1.65M
MPCA
371
Madison Park Capital Advisors
Washington
$1.64M
LC
372
LTG Capital
Massachusetts
$1.64M
VWA
373
VSM Wealth Advisory
Maryland
$1.64M
B
374
Bensler
Washington
$1.64M
VCP
375
Vista Capital Partners
Oregon
$1.63M