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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
SPC
801
Sigma Planning Corp
Michigan
$290K
WHCFA
802
William Howard & Co Financial Advisors
Tennessee
$289K
IA
803
IFG Advisory
Georgia
$286K
S
804
Sachetta
Massachusetts
$284K
AC
805
Apella Capital
Connecticut
$282K
CP
806
Camelot Portfolios
Ohio
$281K
CW
807
Curio Wealth
Maryland
$278K
AA
808
Armis Advisers
Georgia
$278K
DIM
809
Delta Investment Management
California
$278K
DADC
810
D.A. Davidson & Co
Montana
$277K
SWM
811
Selective Wealth Management
Virginia
$277K
AFS
812
Access Financial Services
Minnesota
$277K
WCFA
813
Walkner Condon Financial Advisors
Wisconsin
$275K
AW
814
Alteri Wealth
California
$273K
WWM
815
Western Wealth Management
Colorado
$272K
KFS
816
Kaizen Financial Strategies
California
$271K
AFA
817
Allium Financial Advisors
Oregon
$271K
FLPIM
818
F.L. Putnam Investment Management
Massachusetts
$269K
Fisher Asset Management
819
Fisher Asset Management
Washington
$268K
CGA
820
Crescent Grove Advisors
Illinois
$267K
CFP
821
Cascade Financial Partners
California
$267K
B
822
Birchbrook
Maine
$266K
CPC
823
CFC Planning Company
Indiana
$266K
GIA
824
Gladstone Institutional Advisory
Florida
$263K
IPA
825
Investment Planning Advisors
Georgia
$262K