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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
NG
1076
NWK Group
California
$7.03K
HWM
1077
Hemington Wealth Management
Virginia
$7K
AAG
1078
Armstrong Advisory Group
Massachusetts
$6.83K
CT
1079
Colonial Trust
South Carolina
$5.36K
FP
1080
Financial Perspectives
Minnesota
$5.09K
DAM
1081
Delta Asset Management
Tennessee
$4.76K
AFG
1082
Albion Financial Group
Utah
$4.59K
AA
1083
Atmos Advisory
Pennsylvania
$4.45K
FWM
1084
FSA Wealth Management
Massachusetts
$4.21K
HBW
1085
Hazlett, Burt & Watson
West Virginia
$4K
CFG
1086
Chapman Financial Group
Hawaii
$3.95K
BI
1087
Binnacle Investments
Iowa
$3.95K
HNW
1088
High Note Wealth
Minnesota
$3.85K
CSB
1089
City State Bank
Iowa
$3.79K
RI
1090
Ridgewood Investments
New Jersey
$3.64K
MNA
1091
Manning & Napier Advisors
New York
$3.25K
PA
1092
Pineridge Advisors
Missouri
$3.18K
NC
1093
North Capital
Utah
$3.15K
GWS
1094
Greykasell Wealth Strategies
California
$2.94K
HWP
1095
Highline Wealth Partners
California
$2.58K
FFA
1096
Founders Financial Alliance
North Carolina
$2.58K
TCM
1097
Traub Capital Management
Massachusetts
$2.53K
FGC
1098
Financial Gravity Companies
Texas
$2.48K
FMP
1099
Financial Management Professionals
Texas
$2.38K
OC
1100
Oakworth Capital
Alabama
$2.3K