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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
TWM
926
Topsail Wealth Management
North Carolina
$187K
RCM
927
Richardson Capital Management
Wisconsin
$172K
PCM
928
Palouse Capital Management
Washington
$172K
FPF
929
First Pacific Financial
Washington
$172K
SWM
930
Spire Wealth Management
Virginia
$166K
BFPW
931
BOK Financial Private Wealth
Colorado
$162K
BTI
932
Blue Trust Inc
Georgia
$153K
ETC
933
Exchange Traded Concepts
Oklahoma
$152K
PG
934
Proffitt & Goodson
Tennessee
$150K
AA
935
Ancora Advisors
Ohio
$145K
ACM
936
Anfield Capital Management
California
$142K
CIAS
937
Capital Investment Advisory Services
North Carolina
$139K
FW
938
Fairway Wealth
Ohio
$137K
KFI
939
Key Financial Inc
Pennsylvania
$134K
BL
940
BFSG LLC
California
$131K
PMFA
941
Plante Moran Financial Advisors
Michigan
$129K
DF
942
DecisionPoint Financial
Arizona
$129K
AssetMark Inc
943
AssetMark Inc
California
$127K
WSFS
944
Wilmington Savings Fund Society
Delaware
$127K
HNB
945
Huntington National Bank
Ohio
$124K
RMP
946
Richards, Merrill & Peterson
Washington
$115K
HC
947
Hurley Capital
New York
$114K
TIM
948
Thompson Investment Management
Wisconsin
$114K
SMA
949
Sage Mountain Advisors
Georgia
$110K
NIA
950
NBZ Investment Advisors
Tennessee
$110K