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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
KWM
401
Kingsview Wealth Management
Oregon
$1.39M
NA
402
Nestegg Advisors
New York
$1.38M
NGA
403
Naples Global Advisors
Florida
$1.37M
CA
404
Cambridge Advisors
Nebraska
$1.37M
MCM
405
Mendel Capital Management
Arkansas
$1.36M
PCM
406
Passive Capital Management
Maryland
$1.36M
SPFA
407
Summit Place Financial Advisors
New Jersey
$1.36M
VFA
408
Valeo Financial Advisors
Indiana
$1.35M
GC
409
Grimes & Company
Massachusetts
$1.35M
KJWM
410
Kiley Juergens Wealth Management
Washington
$1.34M
BCG
411
Bravias Capital Group
New Jersey
$1.34M
American Century Companies
412
American Century Companies
Missouri
$1.34M
QCM
413
Quantinno Capital Management
New York
$1.33M
CC
414
Climber Capital
Switzerland
$1.33M
GRP
415
Global Retirement Partners
California
$1.3M
SF
416
Seek First
California
$1.3M
BWM
417
Blossom Wealth Management
California
$1.3M
EWM
418
Elmwood Wealth Management
California
$1.29M
OFS
419
OneAscent Financial Services
Alabama
$1.29M
NFTC
420
North Forty Two & Co
Oregon
$1.28M
VPIM
421
Vanguard Personalized Indexing Management
California
$1.28M
AIA
422
Armor Investment Advisors
North Carolina
$1.28M
IA
423
IFS Advisors
Kansas
$1.27M
CHA
424
Cooper/Haims Advisors
New York
$1.27M
CL
425
Choreo LLC
Illinois
$1.26M