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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
KLI
376
Kelman-Lazarov Inc
Tennessee
$1.62M
WIM
377
Warwick Investment Management
Texas
$1.61M
ECM
378
Exchange Capital Management
Michigan
$1.61M
FA
379
Financial Advisors
Massachusetts
$1.59M
SFWA
380
Summit Financial Wealth Advisors
Louisiana
$1.57M
DSC
381
Duncker Streett & Co
Missouri
$1.57M
CCM
382
Coldstream Capital Management
Washington
$1.56M
RWA
383
Redhawk Wealth Advisors
Minnesota
$1.55M
PSCM
384
Per Stirling Capital Management
Texas
$1.55M
OFS
385
Oldfather Financial Services
Nebraska
$1.54M
EWA
386
Exencial Wealth Advisors
Oklahoma
$1.52M
AIA
387
Arcadia Investment Advisors
Idaho
$1.51M
GWM
388
Greenhouse Wealth Management
Connecticut
$1.5M
State Farm Mutual Automobile Insurance
389
State Farm Mutual Automobile Insurance
Illinois
$1.49M
TC
390
Tenret Company
Florida
$1.48M
PWW
391
Pettyjohn Wood & White
Virginia
$1.46M
BWM
392
BNC Wealth Management
Oregon
$1.45M
BJL
393
Brighton Jones LLC
Washington
$1.44M
EF
394
Envision Financial
Wisconsin
$1.42M
MIA
395
Milestone Investment Advisors
Wisconsin
$1.41M
BPWM
396
Badgley Phelps Wealth Managers
Washington
$1.4M
CIA
397
Cape Investment Advisory
Georgia
$1.4M
ATI
398
ARK & TLK Investments
Oklahoma
$1.39M
KF
399
Krilogy Financial
Missouri
$1.39M
KWM
400
Kingsview Wealth Management
Oregon
$1.39M