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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
QCM
776
QRG Capital Management
Illinois
$318K
CIA
777
Cascade Investment Advisors
Oregon
$315K
Jane Street
778
Jane Street
New York
$315K
SCM
779
SOL Capital Management
Maryland
$314K
HWA
780
HCR Wealth Advisors
California
$313K
GIP
781
Granite Investment Partners
California
$308K
SG
782
Somerset Group
Minnesota
$307K
FWM
783
Focused Wealth Management
New York
$307K
CI
784
Cordant Inc
Oregon
$305K
RWM
785
RBA Wealth Management
California
$303K
AUB
786
Atlantic Union Bankshares
Virginia
$300K
NW
787
NewEdge Wealth
Pennsylvania
$300K
LF
788
LifeSteps Financial
California
$299K
RIM
789
Rockbridge Investment Management
New York
$299K
AWM
790
Accurate Wealth Management
Florida
$298K
KCM
791
Kathmere Capital Management
Pennsylvania
$297K
ES
792
ETF Store
Kansas
$297K
RRA
793
Round Rock Advisors
Connecticut
$297K
JCM
794
J2 Capital Management
Michigan
$297K
BWA
795
Bordeaux Wealth Advisors
California
$295K
VWM
796
Vermillion Wealth Management
Minnesota
$295K
KFA
797
Kelleher Financial Advisors
New York
$292K
BRWM
798
Blue Rock Wealth Management
North Carolina
$292K
CSP
799
Cary Street Partners
Virginia
$291K
VHAM
800
Van Hulzen Asset Management
California
$291K