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