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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
EW
576
Evoke Wealth
California
$647K
LWM
577
Luminvest Wealth Management
Arizona
$646K
WCWM
578
Wooster Corthell Wealth Management
Connecticut
$643K
MA
579
Mutual Advisors
Nebraska
$642K
HIC
580
Holderness Investments Company
North Carolina
$635K
BFS
581
Burkett Financial Services
South Carolina
$634K
IIA
582
Integral Investment Advisors
California
$622K
HI
583
Hendershot Investments
Virginia
$622K
PAM
584
Pegasus Asset Management
New York
$620K
MCC
585
Money Concepts Capital
Florida
$620K
BF
586
Brucke Financial
Indiana
$619K
NA
587
Nautilus Advisors
California
$619K
AIM
588
Acropolis Investment Management
Missouri
$617K
CAM
589
Carret Asset Management
New York
$617K
WA
590
WP Advisors
California
$609K
FSWA
591
Financial Synergies Wealth Advisors
Texas
$608K
LJAC
592
L.J. Altfest & Co
New York
$604K
FC
593
Forte Capital
New York
$601K
RDWM
594
Red Door Wealth Management
Tennessee
$601K
PSF
595
Pacific Sun Financial
California
$599K
NCM
596
Northwest Capital Management
Oregon
$597K
AGWCA
597
Annis Gardner Whiting Capital Advisors
Florida
$593K
WCM
598
Weaver Capital Management
Georgia
$589K
P
599
&Partners
Tennessee
$581K
CPL
600
CAP Partners LLC
Tennessee
$581K