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