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