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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
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$1.26M
WPA
427
West Paces Advisors
Georgia
$1.25M
SFC
428
Sprinkle Financial Consultants
Colorado
$1.25M
MG
429
MilWealth Group
Wisconsin
$1.24M
PA
430
Parallel Advisors
California
$1.24M
MAMG
431
Milestone Asset Management Group
Connecticut
$1.24M
AGC
432
Aspen Grove Capital
Colorado
$1.24M
BP
433
BCK Partners
New York
$1.23M
CFO
434
Custos Family Office
Texas
$1.23M
MCCA
435
Mill Creek Capital Advisors
Pennsylvania
$1.23M
IA
436
Intellus Advisors
Florida
$1.22M
SDWMA
437
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.21M
FWM
438
Fonville Wealth Management
Virginia
$1.21M
FBB
439
Fulton Breakefield Broenniman
Maryland
$1.21M
XPN
440
XY Planning Network
Montana
$1.21M
JFG
441
JMG Financial Group
Illinois
$1.21M
AWM
442
Avior Wealth Management
Nebraska
$1.18M
LFA
443
Laraway Financial Advisors
Minnesota
$1.18M
PS
444
Planned Solutions
California
$1.18M
PWMAG
445
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M
GWWM
446
Great Waters Wealth Management
Minnesota
$1.16M
FIA
447
Foundations Investment Advisors
Arizona
$1.15M
JGCM
448
Joseph Group Capital Management
Ohio
$1.15M
TA
449
TPG Advisors
Illinois
$1.15M
RW
450
Rede Wealth
Virginia
$1.13M