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Schwab U.S Small- Cap ETF

1,116 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, 415 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.96%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.7%
New
100
Increased
439
Reduced
415
Closed
82
Calls
$1.51M
Puts
Net Calls
+$1.51M
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
1026
Wagner Wealth Management
South Carolina
$18.6K -$6.33K -250 -25%
IBOK
1027
Independence Bank of Kentucky
Kentucky
$18.4K
GJIA
1028
Glass Jacobson Investment Advisors
Maryland
$18.2K -$766K -30,286 -98%
CA
1029
Crewe Advisors
Utah
$17.9K +$14.3K +565 +395%
PSB
1030
Piscataqua Savings Bank
New Hampshire
$17.4K
RF
1031
Roxbury Financial
New Jersey
$17.1K +$17.1K +676 New
MCA
1032
Maryland Capital Advisors
Maryland
$16.5K
PWAM
1033
Private Wealth Asset Management
Iowa
$16.4K +$16.4K +648 New
PP
1034
Pacifica Partners
Canada
$16.4K -$8.85K -350 -35%
DI
1035
DAGCO Inc
Ohio
$16.2K
SWA
1036
SOA Wealth Advisors
New York
$16.2K
KG
1037
Kilter Group
New York
$15.9K +$15.9K +629 New
FCAS
1038
First Command Advisory Services
Texas
$15.8K
AWM
1039
Angeles Wealth Management
California
$15.4K +$15.4K +610 New
FFC
1040
First Financial Corp
Indiana
$15.1K
PFA
1041
Pillar Financial Advisors
Kentucky
$14.2K
VWA
1042
Valued Wealth Advisors
Utah
$14.1K
Qube Research & Technologies (QRT)
1043
Qube Research & Technologies (QRT)
United Kingdom
$14K -$70.3K -2,780 -83%
GI
1044
GAMMA Investing
California
$13.5K
MWA
1045
Moser Wealth Advisors
Washington
$13.3K +$13.3K +526 New
ATC
1046
Adirondack Trust Company
New York
$13.3K
JFA
1047
JNBA Financial Advisors
Minnesota
$12.7K
HFS
1048
Hopwood Financial Services
Virginia
$12.5K
PCA
1049
Providence Capital Advisors
North Carolina
$12.2K +$12.2K +482 New
DF
1050
Dunhill Financial
United Kingdom
$10.9K