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
GFA
551
Gallagher Fiduciary Advisors
Illinois
$756K
AWM
552
AE Wealth Management
Kansas
$749K
BCM
553
Brookstone Capital Management
Illinois
$745K
LF
554
LifePlan Financial
Minnesota
$734K
HCM
555
Hengehold Capital Management
Ohio
$731K
CFO
556
CVA Family Office
Colorado
$730K
WF
557
Warner Financial
Maryland
$727K
SF
558
Synovus Financial
Georgia
$723K
APSI
559
Asset Planning Services Inc
Louisiana
$719K
CHJWM
560
Carlton Hofferkamp & Jenks Wealth Management
Texas
$719K
FWP
561
FAS Wealth Partners
Kansas
$718K
BSCCG
562
Blue Sky Capital Consultants Group
California
$703K
BTWM
563
Brass Tax Wealth Management
Ohio
$697K
AT
564
American Trust
Kentucky
$696K
Vanguard Group
565
Vanguard Group
Pennsylvania
$680K
WIM
566
WealthPlan Investment Management
Nebraska
$678K
SWP
567
Stratos Wealth Partners
Ohio
$677K
VAMG
568
Voisard Asset Management Group
Michigan
$677K
YIM
569
Yoffe Investment Management
Pennsylvania
$671K
FWI
570
Facet Wealth Inc
Maryland
$663K
LFAS
571
Level Four Advisory Services
Texas
$662K
ACA
572
Aspire Capital Advisors
Washington
$658K
MAS
573
Madden Advisory Services
Florida
$657K
JWCA
574
J.W. Cole Advisors
Florida
$657K
APP
575
Avantax Planning Partners
Iowa
$654K