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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
FPF
926
First Pacific Financial
Washington
$172K
SWM
927
Spire Wealth Management
Virginia
$166K
BFPW
928
BOK Financial Private Wealth
Colorado
$162K
BTI
929
Blue Trust Inc
Georgia
$153K
ETC
930
Exchange Traded Concepts
Oklahoma
$152K
PG
931
Proffitt & Goodson
Tennessee
$150K
AA
932
Ancora Advisors
Ohio
$145K
ACM
933
Anfield Capital Management
California
$142K
CIAS
934
Capital Investment Advisory Services
North Carolina
$139K
FW
935
Fairway Wealth
Ohio
$137K
KFI
936
Key Financial Inc
Pennsylvania
$134K
BL
937
BFSG LLC
California
$131K
PMFA
938
Plante Moran Financial Advisors
Michigan
$129K
DF
939
DecisionPoint Financial
Arizona
$129K
AssetMark Inc
940
AssetMark Inc
California
$127K
WSFS
941
Wilmington Savings Fund Society
Delaware
$127K
HNB
942
Huntington National Bank
Ohio
$124K
RMP
943
Richards, Merrill & Peterson
Washington
$115K
HC
944
Hurley Capital
New York
$114K
TIM
945
Thompson Investment Management
Wisconsin
$114K
SMA
946
Sage Mountain Advisors
Georgia
$110K
NIA
947
NBZ Investment Advisors
Tennessee
$110K
FMII
948
Farmers & Merchants Investments Inc
Nebraska
$108K
BONH
949
Bank of New Hampshire
New Hampshire
$106K
HIA
950
Harbor Investment Advisory
Maryland
$105K