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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
RW
451
Rede Wealth
Virginia
$1.13M
WP
452
Westmount Partners
California
$1.13M
IF
453
Ironwood Financial
Arizona
$1.13M
MF
454
Midwestern Financial
Iowa
$1.13M
SWM
455
Silverlake Wealth Management
Vermont
$1.12M
OFG
456
Omega Financial Group
California
$1.11M
WCM
457
Wisconsin Capital Management
Wisconsin
$1.11M
PWA
458
Peterson Wealth Advisors
Utah
$1.11M
SSWM
459
Sheets Smith Wealth Management
North Carolina
$1.11M
WPC
460
Wedmont Private Capital
Pennsylvania
$1.11M
GCA
461
Gradient Capital Advisors
California
$1.1M
PWM
462
Paulson Wealth Management
Illinois
$1.09M
GIA
463
GHP Investment Advisors
Colorado
$1.09M
NIM
464
Nicollet Investment Management
Minnesota
$1.09M
BWL
465
Bogart Wealth LLC
Virginia
$1.08M
AIM
466
Archer Investment Management
Texas
$1.08M
QCG
467
Quadrant Capital Group
Ohio
$1.08M
CIA
468
Concurrent Investment Advisors
Florida
$1.07M
CA
469
Claro Advisors
Massachusetts
$1.07M
PAYA
470
Phil A. Younker & Associates
Alaska
$1.06M
MMHP
471
Murphy Middleton Hinkle & Parker
Georgia
$1.05M
VCM
472
Virtue Capital Management
Tennessee
$1.05M
EFS
473
Econ Financial Services
Pennsylvania
$1.05M
WBCM
474
Wilson & Boucher Capital Management
California
$1.05M
CFO
475
Collective Family Office
Pennsylvania
$1.03M