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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
CWP
1151
Core Wealth Partners
California
BC
1152
Bowman & Company
Wisconsin
RIA
1153
Regal Investment Advisors
Michigan
VF
1154
Vawter Financial
Ohio
WG
1155
Wealth Group
North Carolina
SIM
1156
Stratos Investment Management
Ohio
PTB
1157
Pioneer Trust Bank
Oregon
Marshall Wace
1158
Marshall Wace
United Kingdom
QC
1159
Quadrature Capital
United Kingdom
VCWA
1160
Vanguard Capital Wealth Advisors
Colorado
GPWM
1161
Grant Private Wealth Management
California
TI
1162
Trexquant Investment
Connecticut
FWS
1163
FinDec Wealth Services
California
PCS
1164
Private Client Services
Kentucky
SHJ
1165
Sharkey, Howes & Javer
Colorado
MFA
1166
Mayflower Financial Advisors
Massachusetts
IAA
1167
Independent Advisor Alliance
North Carolina
AI
1168
Accredited Investors
Minnesota
OWP
1169
Obermeyer Wealth Partners
Colorado
ISFAN
1170
Investor's Fiduciary Advisor Network
Washington
G
1171
Gainplan
Michigan
AA
1172
Apriem Advisors
California
TF
1173
TME Financial
California
Bessemer Group
1174
Bessemer Group
New Jersey
GWM
1175
Guardian Wealth Management
Illinois