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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
WAG
476
Wiser Advisor Group
Arizona
$1.03M
SAM
477
Smithbridge Asset Management
Pennsylvania
$1.03M
IFS
478
Ifrah Financial Services
Arkansas
$1.02M
HWA
479
Heartwood Wealth Advisors
Virginia
$1.02M
SAM
480
Summit Asset Management
Tennessee
$1.02M
DCM
481
Donaldson Capital Management
Indiana
$1.01M
HWMG
482
Hurlow Wealth Management Group
Indiana
$998K
NP
483
NorthRock Partners
Minnesota
$985K
NL
484
NWAM LLC
Washington
$984K
SFA
485
Souders Financial Advisors
Ohio
$980K
MCM
486
Mengis Capital Management
Oregon
$975K
CAM
487
Cozad Asset Management
Illinois
$962K
BA
488
Bristlecone Advisors
Washington
$960K
EWP
489
Elevation Wealth Partners
California
$959K
MW
490
MBL Wealth
North Carolina
$954K
CCG
491
Coastwise Capital Group
California
$953K
TWP
492
Tempus Wealth Planning
California
$951K
RTL
493
Red Tortoise LLC
Georgia
$950K
SWM
494
Sculati Wealth Management
Michigan
$948K
AAS
495
Ameritas Advisory Services
Nebraska
$944K
PNC Financial Services Group
496
PNC Financial Services Group
Pennsylvania
$941K
M
497
MYeCFO
California
$939K
HI
498
Harbour Investments
Wisconsin
$938K
EFM
499
Eley Financial Management
Vermont
$937K
SG
500
StoneX Group
New York
$933K