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Schwab U.S Small- Cap ETF

1,115 hedge funds and large institutions have $6.06B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 439 increasing their positions, 414 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.95%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.68%
New
100
Increased
439
Reduced
414
Closed
82
Calls
$1.51M
Puts
Net Calls
+$1.51M
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
HI
1001
Hoey Investments
Pennsylvania
$29.3K +$29.3K +1,157 New
HFS
1002
Hantz Financial Services
Michigan
$29K +$15.3K +600 +112%
JFG
1003
JDM Financial Group
Texas
$28.6K
SFC
1004
SYM Financial Corp
Indiana
$27.8K +$27.8K +1,098 New
Barclays
1005
Barclays
United Kingdom
$27K
HPIA
1006
Hamilton Point Investment Advisors
North Carolina
$26.9K
SWP
1007
Strategic Wealth Partners
Ohio
$26.4K +$26.4K +1,043 New
FFA
1008
Frazier Financial Advisors
Ohio
$26.3K +$911 +36 +4%
PFG
1009
Putney Financial Group
California
$25.7K
MSG
1010
Main Street Group
Virginia
$25.4K +$25 +1 +0.1%
AWM
1011
Accredited Wealth Management
Kentucky
$25.4K
AEPWM
1012
Atlantic Edge Private Wealth Management
Florida
$25.3K -$5.82K -230 -19%
BAM
1013
Bellevue Asset Management
Washington
$24.4K
IHWM
1014
Iron Horse Wealth Management
Iowa
$23K
ICM
1015
Islay Capital Management
Texas
$22.8K
OP
1016
ORG Partners
Indiana
$22.2K
Fifth Third Bancorp
1017
Fifth Third Bancorp
Ohio
$22.1K +$3.85K +152 +21%
ABWM
1018
Alpine Bank Wealth Management
Colorado
$22K +$22K +870 New
GWS
1019
Glassman Wealth Services
Virginia
$20.4K -$12.4K -492 -38%
KFGG
1020
Keystone Financial Group (Georgia)
Georgia
$20.4K +$52 +2 +0.3%
ACA
1021
American Capital Advisory
Idaho
$20.3K +$76 +3 +0.4%
TFGT
1022
TS Financial Group (TSFG)
Illinois
$20K
WPA
1023
Wealth Preservation Advisors
Tennessee
$19.3K
Franklin Resources
1024
Franklin Resources
California
$18.8K -$2.48K -98 -12%
WWM
1025
Wagner Wealth Management
South Carolina
$18.6K -$6.33K -250 -25%