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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
OPWM
376
Oakwell Private Wealth Management
Texas
$1.63M
KLI
377
Kelman-Lazarov Inc
Tennessee
$1.62M
WIM
378
Warwick Investment Management
Texas
$1.61M
ECM
379
Exchange Capital Management
Michigan
$1.61M
FA
380
Financial Advisors
Massachusetts
$1.59M
SFWA
381
Summit Financial Wealth Advisors
Louisiana
$1.57M
DSC
382
Duncker Streett & Co
Missouri
$1.57M
CCM
383
Coldstream Capital Management
Washington
$1.56M
RWA
384
Redhawk Wealth Advisors
Minnesota
$1.55M
PSCM
385
Per Stirling Capital Management
Texas
$1.55M
OFS
386
Oldfather Financial Services
Nebraska
$1.54M
EWA
387
Exencial Wealth Advisors
Oklahoma
$1.52M
AIA
388
Arcadia Investment Advisors
Idaho
$1.51M
GWM
389
Greenhouse Wealth Management
Connecticut
$1.5M
State Farm Mutual Automobile Insurance
390
State Farm Mutual Automobile Insurance
Illinois
$1.49M
TC
391
Tenret Company
Florida
$1.48M
PWW
392
Pettyjohn Wood & White
Virginia
$1.46M
BWM
393
BNC Wealth Management
Oregon
$1.45M
BJL
394
Brighton Jones LLC
Washington
$1.44M
EF
395
Envision Financial
Wisconsin
$1.42M
MIA
396
Milestone Investment Advisors
Wisconsin
$1.41M
BPWM
397
Badgley Phelps Wealth Managers
Washington
$1.4M
CIA
398
Cape Investment Advisory
Georgia
$1.4M
ATI
399
ARK & TLK Investments
Oklahoma
$1.39M
KF
400
Krilogy Financial
Missouri
$1.39M