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