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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
SPA
726
Sentinel Pension Advisors
Massachusetts
$376K
CW
727
CreativeOne Wealth
Kansas
$375K
JWM
728
Jeppson Wealth Management
California
$374K
MPIA
729
Milestones Private Investment Advisors
New York
$373K
PA
730
Planning Alternatives
Michigan
$371K
BFC
731
Bedel Financial Consulting
Indiana
$370K
CFO
732
Callan Family Office
Pennsylvania
$368K
HCP
733
Hexagon Capital Partners
Arkansas
$366K
MCP
734
Mirador Capital Partners
California
$365K
HT
735
Heritage Trust
Oklahoma
$363K
GCA
736
Genesee Capital Advisors
New York
$362K
TWA
737
TCI Wealth Advisors
Arizona
$362K
DFA
738
DHK Financial Advisors
New Hampshire
$361K
FF
739
Fairway Financial
Florida
$358K
CWM
740
Cabot Wealth Management
Massachusetts
$358K
OAM
741
Oppenheimer Asset Management
New York
$358K
CCA
742
Clarity Capital Advisors
Florida
$356K
CA
743
Continuum Advisory
Idaho
$355K
SMA
744
Seven Mile Advisory
New Jersey
$354K
PFA
745
Pure Financial Advisors
California
$353K
PD
746
Planning Directions
Pennsylvania
$351K
SSA
747
Sierra Summit Advisors
Nevada
$351K
PFT
748
Providence First Trust
Arizona
$349K
SAG
749
SageView Advisory Group
California
$348K
FVIM
750
Fort Vancouver Investment Management
Washington
$347K