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