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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
CICC
751
Capital Investment Counsel (Colorado)
Colorado
$345K
SIMG
752
Sonora Investment Management Group
Arizona
$344K
WFP
753
Wrenne Financial Planning
Kentucky
$344K
FCH
754
Freestone Capital Holdings
Washington
$342K
PWA
755
Physician Wealth Advisors
Utah
$342K
PMSA
756
Patrick M. Sweeney & Associates
Illinois
$342K
PFA
757
Pathway Financial Advisors
Vermont
$340K
RWM
758
Ritholtz Wealth Management
New York
$339K
GCM
759
Glaxis Capital Management
Florida
$337K
RWB
760
RMR Wealth Builders
New Jersey
$337K
SWA
761
SFMG Wealth Advisors
Texas
$337K
JWM
762
JPL Wealth Management
Colorado
$336K
STA
763
Summit Trail Advisors
New York
$335K
FNBT
764
FineMark National Bank & Trust
Florida
$334K
PPWM
765
Perissos Private Wealth Management
Oklahoma
$331K
FRA
766
Front Row Advisors
California
$330K
DIA
767
Dana Investment Advisors
Wisconsin
$329K
KFSN
768
Keystone Financial Services (Nebraska)
Nebraska
$329K
SRCM
769
Signature Resources Capital Management
California
$328K
PRI
770
Prepared Retirement Institute
Pennsylvania
$326K
CAG
771
Crestwood Advisors Group
Massachusetts
$326K
SCM
772
Stordahl Capital Management
Colorado
$324K
SWM
773
Sendero Wealth Management
Texas
$324K
FMWA
774
Forvis Mazars Wealth Advisors
Missouri
$321K
FA
775
Fagan Associates
New York
$318K