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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
AWM
551
AE Wealth Management
Kansas
$749K
BCM
552
Brookstone Capital Management
Illinois
$745K
LF
553
LifePlan Financial
Minnesota
$734K
HCM
554
Hengehold Capital Management
Ohio
$731K
CFO
555
CVA Family Office
Colorado
$730K
WF
556
Warner Financial
Maryland
$727K
SF
557
Synovus Financial
Georgia
$723K
APSI
558
Asset Planning Services Inc
Louisiana
$719K
CHJWM
559
Carlton Hofferkamp & Jenks Wealth Management
Texas
$719K
FWP
560
FAS Wealth Partners
Kansas
$718K
BSCCG
561
Blue Sky Capital Consultants Group
California
$703K
BTWM
562
Brass Tax Wealth Management
Ohio
$697K
AT
563
American Trust
Kentucky
$696K
Vanguard Group
564
Vanguard Group
Pennsylvania
$680K
WIM
565
WealthPlan Investment Management
Nebraska
$678K
SWP
566
Stratos Wealth Partners
Ohio
$677K
VAMG
567
Voisard Asset Management Group
Michigan
$677K
YIM
568
Yoffe Investment Management
Pennsylvania
$671K
FWI
569
Facet Wealth Inc
Maryland
$663K
LFAS
570
Level Four Advisory Services
Texas
$662K
ACA
571
Aspire Capital Advisors
Washington
$658K
MAS
572
Madden Advisory Services
Florida
$657K
JWCA
573
J.W. Cole Advisors
Florida
$657K
APP
574
Avantax Planning Partners
Iowa
$654K
DTC
575
Davidson Trust Company
Washington
$647K