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