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Schwab U.S Small- Cap ETF

1,121 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, 441 increasing their positions, 416 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
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
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$32.6M
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$32.2M
RRWA
28
Rainey & Randall Wealth Advisors
Florida
$30.9M
Jones Financial Companies
29
Jones Financial Companies
Missouri
$30.7M
MAG
30
Mokosak Advisory Group
Iowa
$29.7M
KFC
31
Klingenstein Fields & Co
New York
$29M
GRR
32
Golden Reserve Retirement
Ohio
$28.9M
LWMT
33
Legacy Wealth Management (Tennessee)
Tennessee
$28.6M
SFS
34
Summit Financial Strategies
Ohio
$26.1M
DAS
35
Dynamic Advisor Solutions
Arizona
$25.4M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$25.2M
Osaic Holdings
37
Osaic Holdings
Arizona
$25.2M
BWA
38
BlueSky Wealth Advisors
North Carolina
$24.9M
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$24.4M
NFW
40
Noble Family Wealth
Florida
$24.4M
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$23.8M
Wells Fargo
42
Wells Fargo
California
$23.7M
FWM
43
ForthRight Wealth Management
Georgia
$23.2M
TCM
44
TruNorth Capital Management
Michigan
$21.8M
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.9M
BPA
46
Beacon Pointe Advisors
California
$20.7M
JF
47
Joule Financial
Kentucky
$20.6M
SFP
48
Strategic Financial Planning
Texas
$19.3M
WCFP
49
White & Co Financial Planning
Washington
$18.9M
FI
50
FIDELIS iM
Oregon
$18.6M