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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
SAM
476
Smithbridge Asset Management
Pennsylvania
$1.03M
IFS
477
Ifrah Financial Services
Arkansas
$1.02M
HWA
478
Heartwood Wealth Advisors
Virginia
$1.02M
SAM
479
Summit Asset Management
Tennessee
$1.02M
DCM
480
Donaldson Capital Management
Indiana
$1.01M
HWMG
481
Hurlow Wealth Management Group
Indiana
$998K
NP
482
NorthRock Partners
Minnesota
$985K
NL
483
NWAM LLC
Washington
$984K
SFA
484
Souders Financial Advisors
Ohio
$980K
MCM
485
Mengis Capital Management
Oregon
$975K
CAM
486
Cozad Asset Management
Illinois
$962K
BA
487
Bristlecone Advisors
Washington
$960K
EWP
488
Elevation Wealth Partners
California
$959K
MW
489
MBL Wealth
North Carolina
$954K
CCG
490
Coastwise Capital Group
California
$953K
TWP
491
Tempus Wealth Planning
California
$951K
RTL
492
Red Tortoise LLC
Georgia
$950K
SWM
493
Sculati Wealth Management
Michigan
$948K
AAS
494
Ameritas Advisory Services
Nebraska
$944K
PNC Financial Services Group
495
PNC Financial Services Group
Pennsylvania
$941K
M
496
MYeCFO
California
$939K
HI
497
Harbour Investments
Wisconsin
$938K
EFM
498
Eley Financial Management
Vermont
$937K
SG
499
StoneX Group
New York
$933K
Northern Trust
500
Northern Trust
Illinois
$932K