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
CWA
526
Clearview Wealth Advisors
Oregon
$846K
HP
527
Hilltop Partners
Indiana
$844K
OC
528
Oarsman Capital
Wisconsin
$844K
RSWM
529
Robertson Stephens Wealth Management
California
$842K
SEM
530
Strategic Equity Management
Arizona
$831K
DE
531
Diversified Enterprises
Delaware
$828K
YIA
532
YHB Investment Advisors
Connecticut
$821K
FIC
533
Family Investment Center
Missouri
$820K
TCM
534
Twele Capital Management
Minnesota
$809K
SIS
535
Strategic Investment Solutions
Illinois
$808K
PSIWM
536
Paradigm Strategies in Wealth Management
Minnesota
$800K
BBA
537
BLB&B Advisors
Pennsylvania
$797K
ACA
538
Atlas Capital Advisors
Wyoming
$790K
BDFN
539
Bond & Devick Financial Network
Minnesota
$787K
EA
540
Enclave Advisors
Texas
$787K
LIWM
541
Long Island Wealth Management
New York
$785K
PWPS
542
Pinnacle Wealth Planning Services
Ohio
$785K
EPM
543
Elm Partners Management
Pennsylvania
$783K
BWM
544
BankPlus Wealth Management
Mississippi
$781K
Baird Financial Group
545
Baird Financial Group
Wisconsin
$776K
AF
546
Advisornet Financial
Minnesota
$775K
AWS
547
Atria Wealth Solutions
New York
$772K
HR
548
Howe & Rusling
New York
$771K
CAMG
549
CWA Asset Management Group
Florida
$770K
HF
550
HRT Financial
New York
$758K