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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
PCIA
76
Prime Capital Investment Advisors
Kansas
$13.6M
TI
77
Tidal Investments
Wisconsin
$12.4M
HWA
78
HHM Wealth Advisors
Tennessee
$12.2M
SLT
79
St Louis Trust
Missouri
$12.2M
SA
80
Sanctuary Advisors
Indiana
$12M
IAS
81
IMA Advisory Services
Colorado
$11.9M
MML Investors Services
82
MML Investors Services
Massachusetts
$11.7M
EWM
83
Empirical Wealth Management
Washington
$11.5M
NSAM
84
North Star Asset Management
Wisconsin
$11.3M
TPW
85
Tiller Private Wealth
Pennsylvania
$11.3M
AP
86
Appleton Partners
Massachusetts
$11.2M
MCM
87
MAI Capital Management
Ohio
$11.1M
FFN
88
Focus Financial Network
Minnesota
$10.9M
US Bancorp
89
US Bancorp
Minnesota
$10.9M
TCM
90
Towercrest Capital Management
Pennsylvania
$10.7M
AWMG
91
Alliance Wealth Management Group
New Jersey
$10.7M
CKAIS
92
Christensen King & Associates Investment Services
Washington
$10.6M
SJIM
93
St. Johns Investment Management
Florida
$10.6M
TWM
94
Tradition Wealth Management
Minnesota
$10.5M
LFS
95
Lutz Financial Services
Nebraska
$10.5M
OIA
96
OneDigital Investment Advisors
Kansas
$10.3M
SFA
97
Seneca Financial Advisors
New York
$10.3M
MFG
98
Merit Financial Group
Georgia
$9.99M
MTIC
99
Missouri Trust & Investment Company
Missouri
$9.95M
SWA
100
Sightline Wealth Advisors
Connecticut
$9.83M