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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
SSW
626
Stone Summit Wealth
Florida
$519K
PS
627
Principal Securities
Iowa
$517K
PSP
628
Pacific Sage Partners
Washington
$517K
CCM
629
Condor Capital Management
New Jersey
$517K
WMA
630
William Mack & Associates
Michigan
$511K
SRC
631
Sage Rhino Capital
California
$510K
EAM
632
Evanson Asset Management
California
$509K
TAM
633
Townsend Asset Management
North Carolina
$507K
AA
634
Aire Advisors
California
$506K
FA
635
Fermata Advisors
California
$502K
LIA
636
LBMC Investment Advisors
Tennessee
$500K
CA
637
CWC Advisors
Oregon
$497K
LIA
638
Lynx Investment Advisory
District of Columbia
$496K
PFA
639
Petra Financial Advisors
Colorado
$491K
MCM
640
Mainstay Capital Management
Michigan
$491K
TIA
641
Tiemann Investment Advisors
California
$489K
PFBT
642
Parkside Financial Bank & Trust
Missouri
$488K
USCWA
643
U.S. Capital Wealth Advisors
Texas
$488K
BlackRock
644
BlackRock
New York
$487K
RWM
645
Revisor Wealth Management
Ohio
$485K
SA
646
Stewardship Advisors
Pennsylvania
$484K
Chevy Chase Trust
647
Chevy Chase Trust
Maryland
$481K
CAG
648
Curtis Advisory Group
California
$480K
TSS
649
Two Sigma Securities
New York
$479K
LFG
650
Leverty Financial Group
Wisconsin
$477K