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Schwab U.S Small- Cap ETF

1,121 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, 441 increasing their positions, 416 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
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
IAS
80
IMA Advisory Services
Colorado
$11.9M
MML Investors Services
81
MML Investors Services
Massachusetts
$11.7M
EWM
82
Empirical Wealth Management
Washington
$11.5M
NSAM
83
North Star Asset Management
Wisconsin
$11.3M
TPW
84
Tiller Private Wealth
Pennsylvania
$11.3M
AP
85
Appleton Partners
Massachusetts
$11.2M
MCM
86
MAI Capital Management
Ohio
$11.1M
FFN
87
Focus Financial Network
Minnesota
$10.9M
US Bancorp
88
US Bancorp
Minnesota
$10.9M
TCM
89
Towercrest Capital Management
Pennsylvania
$10.7M
AWMG
90
Alliance Wealth Management Group
New Jersey
$10.7M
CKAIS
91
Christensen King & Associates Investment Services
Washington
$10.6M
SJIM
92
St. Johns Investment Management
Florida
$10.6M
TWM
93
Tradition Wealth Management
Minnesota
$10.5M
LFS
94
Lutz Financial Services
Nebraska
$10.5M
OIA
95
OneDigital Investment Advisors
Kansas
$10.3M
SFA
96
Seneca Financial Advisors
New York
$10.3M
MFG
97
Merit Financial Group
Georgia
$9.99M
MTIC
98
Missouri Trust & Investment Company
Missouri
$9.95M
SWA
99
Sightline Wealth Advisors
Connecticut
$9.83M
EL
100
Essex LLC
Illinois
$9.7M