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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
SIM
1176
Studio Investment Management
Illinois
DJSG
1177
D.J. St. Germain
Massachusetts
WF
1178
Wayfinding Financial
Washington
CFFP
1179
Center for Financial Planning
Michigan
CRFG
1180
Columbia River Financial Group
Washington
GP
1181
Greenline Partners
New York
HHGA
1182
Halbert Hargrove Global Advisors
California
SFG
1183
Stonebridge Financial Group
Pennsylvania
GFPC
1184
Global Financial Private Client
Florida
AF
1185
Abound Financial
California
1IA
1186
1620 Investment Advisors
Massachusetts
BGWM
1187
Bridge Generations Wealth Management
Florida
WT
1188
Washington Trust
Rhode Island
MPWT
1189
MassMutual Private Wealth & Trust
Connecticut
CI
1190
CX Institutional
Indiana
MIM
1191
MTM Investment Management
South Carolina
CWM
1192
Compass Wealth Management
Connecticut
CB
1193
CNB Bank
Pennsylvania
CAWM
1194
Capital A Wealth Management
Pennsylvania
RP
1195
Rice Partnership
Hawaii
MSWA
1196
Marshall & Sterling Wealth Advisors
New York
RCM
1197
Raleigh Capital Management
North Carolina
KWM
1198
Kiker Wealth Management
Georgia
VWM
1199
Valley Wealth Managers
New Jersey
NFSG
1200
Newbridge Financial Services Group
Florida