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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
LB
601
Legacy Bridge
Iowa
$581K
GIM
602
Glenmede Investment Management
Pennsylvania
$578K
CIR
603
Clear Investment Research
Georgia
$577K
KPWS
604
Kestra Private Wealth Services
Texas
$576K
DAS
605
Diversify Advisory Services
Utah
$569K
FA
606
Fiduciary Alliance
South Carolina
$568K
SFG
607
SNS Financial Group
Minnesota
$563K
AL
608
ACAS LLC
California
$556K
ACM
609
Armbruster Capital Management
New York
$555K
ZF
610
Zhang Financial
Michigan
$552K
CFD
611
Creative Financial Designs
Indiana
$549K
LGWM
612
Litman Gregory Wealth Management
California
$547K
BIA
613
Bigelow Investment Advisors
Maine
$544K
AWA
614
Acorn Wealth Advisors
Michigan
$544K
SFG
615
Sovereign Financial Group
Connecticut
$535K
EI
616
Ellevest Inc
New York
$534K
CMAI
617
Capital Management Associates Inc
Minnesota
$534K
SWM
618
Stockman Wealth Management
Montana
$533K
EWM
619
Evermay Wealth Management
Virginia
$532K
CWA
620
Cornerstone Wealth Advisors
Minnesota
$529K
PI
621
PFG Investments
New York
$528K
TA
622
Tactive Advisors
Florida
$528K
JCM
623
Jacobi Capital Management
Pennsylvania
$526K
CW
624
Cooksen Wealth
Texas
$522K
EAM
625
Everstar Asset Management
North Carolina
$522K