SCHA icon

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
PK
976
Pflug Koory
Nebraska
$67K
UB
977
UMB Bank
Missouri
$65.8K
RF
978
Robbins Farley
New Hampshire
$65K
PPA
979
Painted Porch Advisors
California
$63.7K
GWSA
980
Global Wealth Strategies & Associates
Colorado
$62.7K
MCCP
981
Mission Creek Capital Partners
California
$62.2K
AP
982
Aspect Partners
Virginia
$61.5K
FHA
983
First Horizon Advisors
Tennessee
$61K
TFM
984
TFC Financial Management
Massachusetts
$60.7K
SL
985
Salomon & Ludwin
Virginia
$59.6K
CIM
986
Contravisory Investment Management
Massachusetts
$59.4K
GCM
987
Gables Capital Management
Florida
$58.8K
CFB
988
Cullen/Frost Bankers
Texas
$58K
OA
989
Operose Advisors
Wisconsin
$56.7K
HAP
990
Harbor Asset Planning
Massachusetts
$54.8K
EA
991
Evolution Advisers
Virginia
$54K
BCM
992
Blume Capital Management
California
$51.4K
BDPWM
993
Barnes Dennig Private Wealth Management
Ohio
$50.6K
PS
994
Pinney & Scofield
Massachusetts
$48.7K
CTWM
995
Cherry Tree Wealth Management
Minnesota
$47.7K
BCMLT
996
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.4K
WWM
997
Woodside Wealth Management
Massachusetts
$45.2K
PP
998
PDS Planning
Ohio
$43.7K
ME
999
McIlrath & Eck
Washington
$40.9K
GM
1000
GeoWealth Management
Illinois
$40.6K