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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
NA
401
Nestegg Advisors
New York
$1.38M
NGA
402
Naples Global Advisors
Florida
$1.37M
CA
403
Cambridge Advisors
Nebraska
$1.37M
MCM
404
Mendel Capital Management
Arkansas
$1.36M
PCM
405
Passive Capital Management
Maryland
$1.36M
SPFA
406
Summit Place Financial Advisors
New Jersey
$1.36M
VFA
407
Valeo Financial Advisors
Indiana
$1.35M
GC
408
Grimes & Company
Massachusetts
$1.35M
KJWM
409
Kiley Juergens Wealth Management
Washington
$1.34M
BCG
410
Bravias Capital Group
New Jersey
$1.34M
American Century Companies
411
American Century Companies
Missouri
$1.34M
QCM
412
Quantinno Capital Management
New York
$1.33M
CC
413
Climber Capital
Switzerland
$1.33M
GRP
414
Global Retirement Partners
California
$1.3M
SF
415
Seek First
California
$1.3M
BWM
416
Blossom Wealth Management
California
$1.3M
EWM
417
Elmwood Wealth Management
California
$1.29M
OFS
418
OneAscent Financial Services
Alabama
$1.29M
NFTC
419
North Forty Two & Co
Oregon
$1.28M
VPIM
420
Vanguard Personalized Indexing Management
California
$1.28M
AIA
421
Armor Investment Advisors
North Carolina
$1.28M
IA
422
IFS Advisors
Kansas
$1.27M
CHA
423
Cooper/Haims Advisors
New York
$1.27M
CL
424
Choreo LLC
Illinois
$1.26M
YIH
425
Y-Intercept (HK)
Hong Kong
$1.26M