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Schwab U.S Small- Cap ETF

1,126 hedge funds and large institutions have $6.03B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 443 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
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
PFP
826
Pinnacle Financial Partners
Tennessee
$261K
QWP
827
Quotient Wealth Partners
Texas
$261K
Brown Advisory
828
Brown Advisory
Maryland
$260K
PWM
829
Parkshore Wealth Management
California
$260K
FM
830
Foster & Motley
Ohio
$259K
C1AG
831
Client 1st Advisory Group
Florida
$259K
SC
832
Sapient Capital
Indiana
$258K
WA
833
Whipplewood Advisors
Colorado
$258K
CA
834
Clune & Associates
Illinois
$257K
CPA
835
Cathy Pareto & Associates
Florida
$256K
RPA
836
Rock Point Advisors
Vermont
$255K
SFO
837
Stokes Family Office
Louisiana
$253K
EWA
838
EverSource Wealth Advisors
Alabama
$252K
FIA
839
FPC Investment Advisory
California
$252K
FMN
840
Financial Management Network
California
$252K
MA
841
MCF Advisors
Kentucky
$251K
VC
842
Veery Capital
Delaware
$251K
BIG
843
Builder Investment Group
Georgia
$251K
GGS
844
Galvin Gaustad & Stein
Arizona
$250K
PFM
845
Peak Financial Management
Massachusetts
$250K
BWP
846
BSW Wealth Partners
Colorado
$250K
KeyBank National Association
847
KeyBank National Association
Ohio
$249K
SMF
848
Scott Marsh Financial
Utah
$249K
HFP
849
Holistic Financial Partners
Indiana
$249K
LI
850
Lafayette Investments
Maryland
$249K