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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
CIAS
1001
CBIZ Investment Advisory Services
Ohio
$40.2K
CFS
1002
Compass Financial Services
Iowa
$39.9K
IF
1003
Integrity Financial
Wyoming
$39.9K
M
1004
MOTCO
Texas
$39.2K
BIM
1005
Breakwater Investment Management
Washington
$35.5K
LWA
1006
Lowe Wealth Advisors
Maryland
$33.9K
RIL
1007
Rothschild Investment LLC
Illinois
$33.4K
GWM
1008
GSB Wealth Management
Connecticut
$32.5K
RF
1009
Rossby Financial
Florida
$31.6K
MFA
1010
Morling Financial Advisors
California
$30.4K
CWM
1011
Crowley Wealth Management
Delaware
$30.4K
HI
1012
Hoey Investments
Pennsylvania
$29.3K
HFS
1013
Hantz Financial Services
Michigan
$29K
JFG
1014
JDM Financial Group
Texas
$28.6K
SFC
1015
SYM Financial Corp
Indiana
$27.8K
Barclays
1016
Barclays
United Kingdom
$27K
HPIA
1017
Hamilton Point Investment Advisors
North Carolina
$26.9K
SWP
1018
Strategic Wealth Partners
Ohio
$26.4K
FFA
1019
Frazier Financial Advisors
Ohio
$26.3K
PFG
1020
Putney Financial Group
California
$25.7K
MSG
1021
Main Street Group
Virginia
$25.4K
AWM
1022
Accredited Wealth Management
Kentucky
$25.4K
AEPWM
1023
Atlantic Edge Private Wealth Management
Florida
$25.3K
BAM
1024
Bellevue Asset Management
Washington
$24.4K
IHWM
1025
Iron Horse Wealth Management
Iowa
$23K