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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
LCC
901
Lincoln Capital Corp
Rhode Island
$214K
HWM
902
Horizons Wealth Management
North Carolina
$213K
AA
903
Alesco Advisors
New York
$213K
PIM
904
Penobscot Investment Management
Massachusetts
$212K
MCM
905
Mitchell Capital Management
Kansas
$211K
BFO
906
Biltmore Family Office
North Carolina
$211K
GKWIM
907
Gerber Kawasaki Wealth & Investment Management
California
$211K
BCM
908
Becker Capital Management
Oregon
$211K
AIM
909
Avity Investment Management
Connecticut
$211K
FFS
910
Founders Financial Securities
Maryland
$211K
CAI
911
Capital Advisors Inc
Oklahoma
$210K
CGFA
912
Colton Groome Financial Advisors
North Carolina
$210K
KSWA
913
Kathleen S. Wright Associates
Pennsylvania
$209K
ECM
914
Elgethun Capital Management
South Dakota
$208K
BIM
915
Baldwin Investment Management
Pennsylvania
$206K
DPI
916
Diversified Portfolios Inc
Michigan
$204K
NA
917
Nottingham Advisors
New York
$204K
GBFP
918
Golden Bell Financial Planning
Georgia
$204K
VCA
919
Verdence Capital Advisors
Maryland
$203K
NSIM
920
North Star Investment Management
Illinois
$202K
AWA
921
ARQ Wealth Advisors
Arizona
$201K
MAFA
922
MJT & Associates Financial Advisory
Minnesota
$200K
PB
923
Pinnacle Bancorp
Nebraska
$196K
SPIA
924
Steward Partners Investment Advisory
New York
$193K
BHWM
925
Beaird Harris Wealth Management
Texas
$193K