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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
PIM
901
Penobscot Investment Management
Massachusetts
$212K
MCM
902
Mitchell Capital Management
Kansas
$211K
BFO
903
Biltmore Family Office
North Carolina
$211K
GKWIM
904
Gerber Kawasaki Wealth & Investment Management
California
$211K
BCM
905
Becker Capital Management
Oregon
$211K
AIM
906
Avity Investment Management
Connecticut
$211K
FFS
907
Founders Financial Securities
Maryland
$211K
CAI
908
Capital Advisors Inc
Oklahoma
$210K
CGFA
909
Colton Groome Financial Advisors
North Carolina
$210K
KSWA
910
Kathleen S. Wright Associates
Pennsylvania
$209K
ECM
911
Elgethun Capital Management
South Dakota
$208K
BIM
912
Baldwin Investment Management
Pennsylvania
$206K
DPI
913
Diversified Portfolios Inc
Michigan
$204K
NA
914
Nottingham Advisors
New York
$204K
GBFP
915
Golden Bell Financial Planning
Georgia
$204K
VCA
916
Verdence Capital Advisors
Maryland
$203K
NSIM
917
North Star Investment Management
Illinois
$202K
AWA
918
ARQ Wealth Advisors
Arizona
$201K
MAFA
919
MJT & Associates Financial Advisory
Minnesota
$200K
PB
920
Pinnacle Bancorp
Nebraska
$196K
SPIA
921
Steward Partners Investment Advisory
New York
$193K
BHWM
922
Beaird Harris Wealth Management
Texas
$193K
TWM
923
Topsail Wealth Management
North Carolina
$187K
RCM
924
Richardson Capital Management
Wisconsin
$172K
PCM
925
Palouse Capital Management
Washington
$172K