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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
OCM
676
One Capital Management
California
$439K
LTL
677
Lowery Thomas LLC
California
$437K
MWP
678
Meridian Wealth Partners
Pennsylvania
$434K
JLBC
679
J.L. Bainbridge & Co
Florida
$434K
Envestnet Portfolio Solutions
680
Envestnet Portfolio Solutions
Illinois
$433K
CTA
681
Chesley Taft & Associates
Illinois
$433K
RWIA
682
Roger Wittlin Investment Advisory
California
$433K
BEI
683
Benjamin Edwards Inc
Missouri
$432K
HTC
684
Haverford Trust Company
Pennsylvania
$432K
SAW
685
Signal Advisors Wealth
Michigan
$431K
EK
686
Evensky & Katz
Florida
$429K
FC
687
FCA Corp
Texas
$429K
TP
688
Tranquility Partners
Tennessee
$426K
KOC
689
Koss-Olinger Consulting
Florida
$426K
PCM
690
Pennsylvania Capital Management
Pennsylvania
$424K
EFA
691
Evernest Financial Advisors
Indiana
$422K
CCG
692
Chatham Capital Group
Georgia
$421K
MIA
693
MeadowBrook Investment Advisors
Michigan
$417K
Russell Investments Group
694
Russell Investments Group
United Kingdom
$416K
HCP
695
Hardin Capital Partners
South Carolina
$415K
Citigroup
696
Citigroup
New York
$414K
APW
697
Aurora Private Wealth
New Jersey
$413K
CCC
698
Compass Capital Corp
Massachusetts
$412K
APG
699
Abacus Planning Group
South Carolina
$411K
BFG
700
Berger Financial Group
Minnesota
$407K