SCHA icon

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
EFG
876
Elios Financial Group
Ohio
$225K
AFA
877
Alpha Financial Advisors
North Carolina
$225K
HPA
878
High Probability Advisors
New York
$224K
ATC
879
Advantage Trust Company
Kansas
$223K
GWCM
880
Godshalk Welsh Capital Management
Pennsylvania
$223K
CIC
881
Carnegie Investment Counsel
Ohio
$222K
MMA
882
Miracle Mile Advisors
California
$221K
FCC
883
Flower City Capital
New York
$221K
CFS
884
Coordinated Financial Services
Colorado
$221K
LNWWM
885
Laird Norton Wetherby Wealth Management
California
$220K
FC
886
Fusion Capital
South Carolina
$220K
LPT
887
Legacy Private Trust
Wisconsin
$220K
KA
888
Kozak & Associates
Colorado
$219K
MA
889
Modus Advisors
Minnesota
$218K
PIN
890
Prudent Investors Network
California
$218K
SAM
891
Sawgrass Asset Management
Florida
$217K
MWP
892
Madison Wealth Partners
Wisconsin
$217K
LA
893
LexAurum Advisors
Kansas
$217K
SMC
894
Smith, Moore & Co
Missouri
$217K
CWA
895
Continuum Wealth Advisors
New York
$216K
AIM
896
Advyzon Investment Management
Illinois
$215K
LFP
897
Leeward Financial Partners
Washington
$214K
LCC
898
Lincoln Capital Corp
Rhode Island
$214K
HWM
899
Horizons Wealth Management
North Carolina
$213K
AA
900
Alesco Advisors
New York
$213K