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