SCHA icon

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
Northern Trust
501
Northern Trust
Illinois
$932K
MSWMA
502
Market Street Wealth Management Advisors
Indiana
$929K
SAM
503
S.A. Mason
Michigan
$920K
DWT
504
Dorsey & Whitney Trust
South Dakota
$901K
RWA
505
Roberts Wealth Advisors
California
$900K
TIAA Trust, National Association
506
TIAA Trust, National Association
North Carolina
$898K
SIC
507
Sigma Investment Counselors
Michigan
$898K
GFG
508
Grantvest Financial Group
New Jersey
$893K
FWM
509
Finer Wealth Management
Massachusetts
$891K
PAS
510
Park Avenue Securities
New York
$890K
SWM
511
Stark Wealth Management
Pennsylvania
$890K
WMWM
512
Whitaker-Myers Wealth Managers
Ohio
$887K
CS
513
Crescent Sterling
Louisiana
$874K
SIG
514
Spinnaker Investment Group
California
$873K
CPA
515
Clear Point Advisors
New York
$873K
IFA
516
Index Fund Advisors
California
$867K
WIC
517
Woodmont Investment Counsel
Tennessee
$866K
CF
518
Centaurus Financial
California
$864K
AI
519
Atria Investments
North Carolina
$863K
PCM
520
Parsons Capital Management
Rhode Island
$863K
KNFPWM
521
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$861K
TPCW
522
TD Private Client Wealth
New York
$856K
RC
523
Roundview Capital
New Jersey
$856K
BBHC
524
Brown Brothers Harriman & Co
New York
$855K
SC
525
SouthState Corp
Florida
$850K