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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
MFF
701
Michels Family Financial
Texas
$406K
RA
702
Ruggaard & Associates
Ohio
$405K
AV
703
Aspiring Ventures
Ohio
$403K
PHIC
704
Pine Haven Investment Counsel
Massachusetts
$403K
CAP
705
Columbia Advisory Partners
Washington
$402K
WC
706
Waterloo Capital
Texas
$398K
QWM
707
Quadcap Wealth Management
Texas
$396K
BAM
708
Belpointe Asset Management
Nevada
$395K
FCA
709
Fortis Capital Advisors
Kansas
$395K
HWA
710
Heritage Wealth Architects
Minnesota
$395K
BFS
711
Bradley Foster & Sargent
Connecticut
$392K
VBFG
712
Vishria Bird Financial Group
Tennessee
$392K
PWP
713
Principle Wealth Partners
Connecticut
$392K
CWM
714
Connecticut Wealth Management
Connecticut
$391K
GVAG
715
Great Valley Advisor Group
Delaware
$391K
FF
716
Farnam Financial
Arizona
$391K
CAL
717
Capital Advisors Ltd
Ohio
$389K
XT
718
XTX Topco
Cayman Islands
$386K
TWM
719
Triton Wealth Management
Arizona
$386K
FNBOMD
720
First National Bank of Mount Dora
Florida
$385K
CIA
721
Capital Investment Advisors
Georgia
$381K
GWA
722
Geometric Wealth Advisors
District of Columbia
$381K
S
723
SignatureFD
Georgia
$379K
CAM
724
Clark Asset Management
New Hampshire
$379K
BW
725
BIP Wealth
Georgia
$378K