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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
BIM
1001
Breakwater Investment Management
Washington
$35.5K
LWA
1002
Lowe Wealth Advisors
Maryland
$33.9K
RIL
1003
Rothschild Investment LLC
Illinois
$33.4K
GWM
1004
GSB Wealth Management
Connecticut
$32.5K
RF
1005
Rossby Financial
Florida
$31.6K
MFA
1006
Morling Financial Advisors
California
$30.4K
CWM
1007
Crowley Wealth Management
Delaware
$30.4K
HI
1008
Hoey Investments
Pennsylvania
$29.3K
HFS
1009
Hantz Financial Services
Michigan
$29K
JFG
1010
JDM Financial Group
Texas
$28.6K
SFC
1011
SYM Financial Corp
Indiana
$27.8K
Barclays
1012
Barclays
United Kingdom
$27K
HPIA
1013
Hamilton Point Investment Advisors
North Carolina
$26.9K
SWP
1014
Strategic Wealth Partners
Ohio
$26.4K
FFA
1015
Frazier Financial Advisors
Ohio
$26.3K
PFG
1016
Putney Financial Group
California
$25.7K
MSG
1017
Main Street Group
Virginia
$25.4K
AWM
1018
Accredited Wealth Management
Kentucky
$25.4K
AEPWM
1019
Atlantic Edge Private Wealth Management
Florida
$25.3K
BAM
1020
Bellevue Asset Management
Washington
$24.4K
IHWM
1021
Iron Horse Wealth Management
Iowa
$23K
ICM
1022
Islay Capital Management
Texas
$22.8K
OP
1023
ORG Partners
Indiana
$22.2K
Fifth Third Bancorp
1024
Fifth Third Bancorp
Ohio
$22.1K
ABWM
1025
Alpine Bank Wealth Management
Colorado
$22K