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Schwab U.S Small- Cap ETF

1,123 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, 443 increasing their positions, 416 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
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
CT
1076
Colonial Trust
South Carolina
$5.36K
FP
1077
Financial Perspectives
Minnesota
$5.09K
DAM
1078
Delta Asset Management
Tennessee
$4.76K
AFG
1079
Albion Financial Group
Utah
$4.59K
AA
1080
Atmos Advisory
Pennsylvania
$4.45K
FWM
1081
FSA Wealth Management
Massachusetts
$4.21K
HBW
1082
Hazlett, Burt & Watson
West Virginia
$4K
CFG
1083
Chapman Financial Group
Hawaii
$3.95K
BI
1084
Binnacle Investments
Iowa
$3.95K
HNW
1085
High Note Wealth
Minnesota
$3.85K
CSB
1086
City State Bank
Iowa
$3.79K
RI
1087
Ridgewood Investments
New Jersey
$3.64K
MNA
1088
Manning & Napier Advisors
New York
$3.25K
PA
1089
Pineridge Advisors
Missouri
$3.18K
NC
1090
North Capital
Utah
$3.15K
GWS
1091
Greykasell Wealth Strategies
California
$2.94K
HWP
1092
Highline Wealth Partners
California
$2.58K
FFA
1093
Founders Financial Alliance
North Carolina
$2.58K
TCM
1094
Traub Capital Management
Massachusetts
$2.53K
FGC
1095
Financial Gravity Companies
Texas
$2.48K
FMP
1096
Financial Management Professionals
Texas
$2.38K
OC
1097
Oakworth Capital
Alabama
$2.3K
AG
1098
AmeriFlex Group
Nevada
$2.12K
HDIM
1099
Hanson & Doremus Investment Management
Vermont
$2K
OAJ
1100
Ogorek Anthony Joseph
New York
$2K