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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
GWSA
976
Global Wealth Strategies & Associates
Colorado
$62.7K
MCCP
977
Mission Creek Capital Partners
California
$62.2K
AP
978
Aspect Partners
Virginia
$61.5K
FHA
979
First Horizon Advisors
Tennessee
$61K
TFM
980
TFC Financial Management
Massachusetts
$60.7K
SL
981
Salomon & Ludwin
Virginia
$59.6K
CIM
982
Contravisory Investment Management
Massachusetts
$59.4K
GCM
983
Gables Capital Management
Florida
$58.8K
CFB
984
Cullen/Frost Bankers
Texas
$58K
OA
985
Operose Advisors
Wisconsin
$56.7K
HAP
986
Harbor Asset Planning
Massachusetts
$54.8K
EA
987
Evolution Advisers
Virginia
$54K
BCM
988
Blume Capital Management
California
$51.4K
BDPWM
989
Barnes Dennig Private Wealth Management
Ohio
$50.6K
PS
990
Pinney & Scofield
Massachusetts
$48.7K
CTWM
991
Cherry Tree Wealth Management
Minnesota
$47.7K
BCMLT
992
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.4K
WWM
993
Woodside Wealth Management
Massachusetts
$45.2K
PP
994
PDS Planning
Ohio
$43.7K
ME
995
McIlrath & Eck
Washington
$40.9K
GM
996
GeoWealth Management
Illinois
$40.6K
CIAS
997
CBIZ Investment Advisory Services
Ohio
$40.2K
CFS
998
Compass Financial Services
Iowa
$39.9K
IF
999
Integrity Financial
Wyoming
$39.9K
M
1000
MOTCO
Texas
$39.2K