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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
GK
1101
Graney & King
New York
$1.93K
MSFP
1102
Mark Sheptoff Financial Planning
Connecticut
$1.92K
TVWM
1103
Tower View Wealth Management
Wisconsin
$1.84K
GEA
1104
Glen Eagle Advisors
New Jersey
$1.82K
SC
1105
Solstein Capital
California
$1.82K
TPWA
1106
Twin Peaks Wealth Advisors
California
$1.53K
TF
1107
Tompkins Financial
New York
$1.32K
CPBTD
1108
Central Pacific Bank - Trust Division
Hawaii
$1.32K
SN
1109
Sittner & Nelson
Oregon
$1.11K
BCMIO
1110
Beacon Capital Management Inc (Ohio)
Ohio
$1.01K
RBC
1111
Roble Belko & Company
Pennsylvania
$1K
DRP
1112
Decker Retirement Planning
Utah
$961
SC
1113
Stephens Consulting
Michigan
$911
IWP
1114
IAG Wealth Partners
Wisconsin
$759
WWM
1115
Wolff Wiese Magana
California
$709
HIA
1116
HFM Investment Advisors
New Jersey
$674
BF
1117
BOK Financial
Oklahoma
$607
GTAM
1118
Global Trust Asset Management
Florida
$405
AWM
1119
Atticus Wealth Management
Florida
$105
NC
1120
NewSquare Capital
Pennsylvania
$101
OHWP
1121
Oak Harbor Wealth Partners
North Carolina
$76
BL
1122
Balentine LLC
Georgia
$51
NRWA
1123
North Ridge Wealth Advisors
Oregon
$27
FCI
1124
Financial Counselors Inc
Kansas
DW
1125
Dodds Wealth
Colorado