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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
FMII
951
Farmers & Merchants Investments Inc
Nebraska
$108K
BONH
952
Bank of New Hampshire
New Hampshire
$106K
HIA
953
Harbor Investment Advisory
Maryland
$105K
AW
954
Avion Wealth
Texas
$103K
JFGIW
955
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K
SAM
956
Smartleaf Asset Management
Massachusetts
$93K
ST
957
Smithfield Trust
Pennsylvania
$92K
GKIM
958
GW&K Investment Management
Massachusetts
$92K
SIC
959
SJS Investment Consulting
Ohio
$89.8K
CT
960
Caldwell Trust
Florida
$89.1K
FCT
961
First Community Trust
Iowa
$88.5K
CT
962
Clearstead Trust
Maine
$88.1K
CTC
963
Central Trust Company
Missouri
$86.7K
MJRIC
964
Mogy Joel R Investment Counsel
California
$86.1K
TAM
965
Tucker Asset Management
Colorado
$85.9K
RDFA
966
Ritter Daniher Financial Advisory
Ohio
$77.5K
NEWAS
967
N.E.W. Advisory Services
Wisconsin
$75.9K
FG
968
Fairman Group
Pennsylvania
$75.6K
CAM
969
Costello Asset Management
Pennsylvania
$74.6K
WIM
970
Westside Investment Management
California
$74.6K
SIS
971
Sound Income Strategies
Florida
$70.6K
CPA
972
Cardiff Park Advisors
California
$69.3K
PC
973
Promus Capital
Illinois
$68.3K
VCM
974
Versant Capital Management
Arizona
$67.7K
BC
975
Barrett & Company
Rhode Island
$67.3K