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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
HP
526
Hilltop Partners
Indiana
$844K
OC
527
Oarsman Capital
Wisconsin
$844K
RSWM
528
Robertson Stephens Wealth Management
California
$842K
SEM
529
Strategic Equity Management
Arizona
$831K
DE
530
Diversified Enterprises
Delaware
$828K
YIA
531
YHB Investment Advisors
Connecticut
$821K
FIC
532
Family Investment Center
Missouri
$820K
TCM
533
Twele Capital Management
Minnesota
$809K
SIS
534
Strategic Investment Solutions
Illinois
$808K
PSIWM
535
Paradigm Strategies in Wealth Management
Minnesota
$800K
BBA
536
BLB&B Advisors
Pennsylvania
$797K
ACA
537
Atlas Capital Advisors
Wyoming
$790K
BDFN
538
Bond & Devick Financial Network
Minnesota
$787K
EA
539
Enclave Advisors
Texas
$787K
LIWM
540
Long Island Wealth Management
New York
$785K
PWPS
541
Pinnacle Wealth Planning Services
Ohio
$785K
EPM
542
Elm Partners Management
Pennsylvania
$783K
BWM
543
BankPlus Wealth Management
Mississippi
$781K
Baird Financial Group
544
Baird Financial Group
Wisconsin
$776K
AF
545
Advisornet Financial
Minnesota
$775K
AWS
546
Atria Wealth Solutions
New York
$772K
HR
547
Howe & Rusling
New York
$771K
CAMG
548
CWA Asset Management Group
Florida
$770K
HF
549
HRT Financial
New York
$758K
GFA
550
Gallagher Fiduciary Advisors
Illinois
$756K