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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
MSWMA
501
Market Street Wealth Management Advisors
Indiana
$929K
SAM
502
S.A. Mason
Michigan
$920K
DWT
503
Dorsey & Whitney Trust
South Dakota
$901K
RWA
504
Roberts Wealth Advisors
California
$900K
TIAA Trust, National Association
505
TIAA Trust, National Association
North Carolina
$898K
SIC
506
Sigma Investment Counselors
Michigan
$898K
GFG
507
Grantvest Financial Group
New Jersey
$893K
FWM
508
Finer Wealth Management
Massachusetts
$891K
PAS
509
Park Avenue Securities
New York
$890K
SWM
510
Stark Wealth Management
Pennsylvania
$890K
WMWM
511
Whitaker-Myers Wealth Managers
Ohio
$887K
CS
512
Crescent Sterling
Louisiana
$874K
SIG
513
Spinnaker Investment Group
California
$873K
CPA
514
Clear Point Advisors
New York
$873K
IFA
515
Index Fund Advisors
California
$867K
WIC
516
Woodmont Investment Counsel
Tennessee
$866K
CF
517
Centaurus Financial
California
$864K
AI
518
Atria Investments
North Carolina
$863K
PCM
519
Parsons Capital Management
Rhode Island
$863K
KNFPWM
520
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$861K
TPCW
521
TD Private Client Wealth
New York
$856K
RC
522
Roundview Capital
New Jersey
$856K
BBHC
523
Brown Brothers Harriman & Co
New York
$855K
SC
524
SouthState Corp
Florida
$850K
CWA
525
Clearview Wealth Advisors
Oregon
$846K