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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
SOS
651
Silver Oak Securities
Tennessee
$476K
BFA
652
Beaumont Financial Advisors
Massachusetts
$474K
GWANC
653
Guardian Wealth Advisors (North Carolina)
North Carolina
$472K
BI
654
Berkeley Inc
Idaho
$470K
FAG
655
Fortitude Advisory Group
Washington
$468K
AC
656
Addison Capital
Pennsylvania
$467K
MA
657
MJP Associates
Connecticut
$464K
RWM
658
Rialto Wealth Management
New York
$464K
MA
659
MONECO Advisors
Connecticut
$463K
BB
660
Busey Bank
Illinois
$462K
SW
661
Simplicity Wealth
New Jersey
$461K
BA
662
Bridgewater Advisors
New York
$461K
DP
663
Dearborn Partners
Illinois
$461K
CA
664
Calton & Associates
Florida
$460K
AIM
665
AHL Investment Management
Florida
$460K
HIP
666
HUB Investment Partners
Texas
$459K
WW
667
Waterfront Wealth
Kansas
$459K
RPGK
668
Retirement Planning Group (Kansas)
Kansas
$455K
ODIJL
669
One Day In July LLC
Vermont
$452K
PFS
670
Prospera Financial Services
Texas
$447K
TWM
671
Thrive Wealth Management
Pennsylvania
$445K
TW
672
TritonPoint Wealth
Maryland
$442K
SAF
673
Smith Anglin Financial
Texas
$442K
KP
674
Keel Point
Alabama
$442K
TWA
675
Trellis Wealth Advisors
California
$441K