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Schwab U.S Small- Cap ETF

1,121 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, 441 increasing their positions, 416 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
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
DAM
1076
Delta Asset Management
Tennessee
$4.76K
AFG
1077
Albion Financial Group
Utah
$4.59K
AA
1078
Atmos Advisory
Pennsylvania
$4.45K
FWM
1079
FSA Wealth Management
Massachusetts
$4.21K
HBW
1080
Hazlett, Burt & Watson
West Virginia
$4K
CFG
1081
Chapman Financial Group
Hawaii
$3.95K
BI
1082
Binnacle Investments
Iowa
$3.95K
HNW
1083
High Note Wealth
Minnesota
$3.85K
CSB
1084
City State Bank
Iowa
$3.79K
RI
1085
Ridgewood Investments
New Jersey
$3.64K
MNA
1086
Manning & Napier Advisors
New York
$3.25K
PA
1087
Pineridge Advisors
Missouri
$3.18K
NC
1088
North Capital
Utah
$3.15K
GWS
1089
Greykasell Wealth Strategies
California
$2.94K
HWP
1090
Highline Wealth Partners
California
$2.58K
FFA
1091
Founders Financial Alliance
North Carolina
$2.58K
TCM
1092
Traub Capital Management
Massachusetts
$2.53K
FGC
1093
Financial Gravity Companies
Texas
$2.48K
FMP
1094
Financial Management Professionals
Texas
$2.38K
OC
1095
Oakworth Capital
Alabama
$2.3K
AG
1096
AmeriFlex Group
Nevada
$2.12K
HDIM
1097
Hanson & Doremus Investment Management
Vermont
$2K
OAJ
1098
Ogorek Anthony Joseph
New York
$2K
GK
1099
Graney & King
New York
$1.93K
MSFP
1100
Mark Sheptoff Financial Planning
Connecticut
$1.92K