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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
AW
951
Avion Wealth
Texas
$103K
JFGIW
952
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K
SAM
953
Smartleaf Asset Management
Massachusetts
$93K
ST
954
Smithfield Trust
Pennsylvania
$92K
GKIM
955
GW&K Investment Management
Massachusetts
$92K
SIC
956
SJS Investment Consulting
Ohio
$89.8K
CT
957
Caldwell Trust
Florida
$89.1K
FCT
958
First Community Trust
Iowa
$88.5K
CT
959
Clearstead Trust
Maine
$88.1K
CTC
960
Central Trust Company
Missouri
$86.7K
MJRIC
961
Mogy Joel R Investment Counsel
California
$86.1K
RDFA
962
Ritter Daniher Financial Advisory
Ohio
$77.5K
NEWAS
963
N.E.W. Advisory Services
Wisconsin
$75.9K
FG
964
Fairman Group
Pennsylvania
$75.6K
CAM
965
Costello Asset Management
Pennsylvania
$74.6K
WIM
966
Westside Investment Management
California
$74.6K
SIS
967
Sound Income Strategies
Florida
$70.6K
CPA
968
Cardiff Park Advisors
California
$69.3K
PC
969
Promus Capital
Illinois
$68.3K
VCM
970
Versant Capital Management
Arizona
$67.7K
BC
971
Barrett & Company
Rhode Island
$67.3K
PK
972
Pflug Koory
Nebraska
$67K
UB
973
UMB Bank
Missouri
$65.8K
RF
974
Robbins Farley
New Hampshire
$65K
PPA
975
Painted Porch Advisors
California
$63.7K