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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
AG
1101
AmeriFlex Group
Nevada
$2.12K
HDIM
1102
Hanson & Doremus Investment Management
Vermont
$2K
OAJ
1103
Ogorek Anthony Joseph
New York
$2K
GK
1104
Graney & King
New York
$1.93K
MSFP
1105
Mark Sheptoff Financial Planning
Connecticut
$1.92K
TVWM
1106
Tower View Wealth Management
Wisconsin
$1.84K
GEA
1107
Glen Eagle Advisors
New Jersey
$1.82K
SC
1108
Solstein Capital
California
$1.82K
TPWA
1109
Twin Peaks Wealth Advisors
California
$1.53K
CPBTD
1110
Central Pacific Bank - Trust Division
Hawaii
$1.32K
TF
1111
Tompkins Financial
New York
$1.32K
SN
1112
Sittner & Nelson
Oregon
$1.11K
BCMIO
1113
Beacon Capital Management Inc (Ohio)
Ohio
$1.01K
RBC
1114
Roble Belko & Company
Pennsylvania
$1K
DRP
1115
Decker Retirement Planning
Utah
$961
SC
1116
Stephens Consulting
Michigan
$911
IWP
1117
IAG Wealth Partners
Wisconsin
$759
WWM
1118
Wolff Wiese Magana
California
$709
HIA
1119
HFM Investment Advisors
New Jersey
$674
BF
1120
BOK Financial
Oklahoma
$607
GTAM
1121
Global Trust Asset Management
Florida
$405
AWM
1122
Atticus Wealth Management
Florida
$105
NC
1123
NewSquare Capital
Pennsylvania
$101
OHWP
1124
Oak Harbor Wealth Partners
North Carolina
$76
BL
1125
Balentine LLC
Georgia
$51