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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
QWP
826
Quotient Wealth Partners
Texas
$261K
Brown Advisory
827
Brown Advisory
Maryland
$260K
PWM
828
Parkshore Wealth Management
California
$260K
FM
829
Foster & Motley
Ohio
$259K
C1AG
830
Client 1st Advisory Group
Florida
$259K
SC
831
Sapient Capital
Indiana
$258K
WA
832
Whipplewood Advisors
Colorado
$258K
CA
833
Clune & Associates
Illinois
$257K
CPA
834
Cathy Pareto & Associates
Florida
$256K
RPA
835
Rock Point Advisors
Vermont
$255K
SFO
836
Stokes Family Office
Louisiana
$253K
EWA
837
EverSource Wealth Advisors
Alabama
$252K
FIA
838
FPC Investment Advisory
California
$252K
FMN
839
Financial Management Network
California
$252K
MA
840
MCF Advisors
Kentucky
$251K
VC
841
Veery Capital
Delaware
$251K
BIG
842
Builder Investment Group
Georgia
$251K
GGS
843
Galvin Gaustad & Stein
Arizona
$250K
PFM
844
Peak Financial Management
Massachusetts
$250K
BWP
845
BSW Wealth Partners
Colorado
$250K
KeyBank National Association
846
KeyBank National Association
Ohio
$249K
SMF
847
Scott Marsh Financial
Utah
$249K
HFP
848
Holistic Financial Partners
Indiana
$249K
LI
849
Lafayette Investments
Maryland
$249K
CSI
850
Cross Staff Investments
New York
$248K