SCHA icon

Schwab U.S Small- Cap ETF

1,121 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, 441 increasing their positions, 416 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
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
MFGP
51
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.4M
VWA
52
Visionary Wealth Advisors
Illinois
$18.4M
ONB
53
Old National Bancorp
Indiana
$17.9M
CST
54
Charles Schwab Trust
Nevada
$17.6M
Raymond James Financial
55
Raymond James Financial
Florida
$17.5M
SFG
56
Sage Financial Group
Pennsylvania
$17.5M
JIC
57
Johnson Investment Counsel
Ohio
$17.3M
WA
58
Waterford Advisors
New York
$16.9M
CPIG
59
Chicago Partners Investment Group
Illinois
$16.5M
BSB
60
Bangor Savings Bank
Maine
$15.9M
ACA
61
Ascension Capital Advisors
Texas
$15.7M
BWA
62
Burt Wealth Advisors
Maryland
$15.2M
CCA
63
Clearwater Capital Advisors
Illinois
$15.2M
SWRP
64
Summit Wealth & Retirement Planning
California
$15.2M
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$15.1M
RWM
66
RKL Wealth Management
Pennsylvania
$15M
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$14.8M
MSFS
68
Main Street Financial Solutions
Pennsylvania
$14.8M
TRCT
69
Tower Research Capital (TRC)
New York
$14.6M
FNC
70
First National Corp
Massachusetts
$14.6M
ZRP
71
Zynergy Retirement Planning
New Jersey
$14.3M
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$14M
WA
73
Waverly Advisors
Alabama
$14M
MTC
74
Matrix Trust Company
Colorado
$13.6M
NYLIM
75
New York Life Investment Management
New York
$13.6M