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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
OIA
876
Optimum Investment Advisors
Illinois
$230K
HCMT
877
Highland Capital Management (Tennessee)
Tennessee
$226K
EFG
878
Elios Financial Group
Ohio
$225K
AFA
879
Alpha Financial Advisors
North Carolina
$225K
EPAM
880
Evelyn Partners Asset Management
$224K
HPA
881
High Probability Advisors
New York
$224K
ATC
882
Advantage Trust Company
Kansas
$223K
GWCM
883
Godshalk Welsh Capital Management
Pennsylvania
$223K
CIC
884
Carnegie Investment Counsel
Ohio
$222K
MMA
885
Miracle Mile Advisors
California
$221K
FCC
886
Flower City Capital
New York
$221K
CFS
887
Coordinated Financial Services
Colorado
$221K
LNWWM
888
Laird Norton Wetherby Wealth Management
California
$220K
FC
889
Fusion Capital
South Carolina
$220K
LPT
890
Legacy Private Trust
Wisconsin
$220K
KA
891
Kozak & Associates
Colorado
$219K
MA
892
Modus Advisors
Minnesota
$218K
PIN
893
Prudent Investors Network
California
$218K
SAM
894
Sawgrass Asset Management
Florida
$217K
MWP
895
Madison Wealth Partners
Wisconsin
$217K
LA
896
LexAurum Advisors
Kansas
$217K
SMC
897
Smith, Moore & Co
Missouri
$217K
CWA
898
Continuum Wealth Advisors
New York
$216K
AIM
899
Advyzon Investment Management
Illinois
$215K
LFP
900
Leeward Financial Partners
Washington
$214K