SCHA icon

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
EL
101
Essex LLC
Illinois
$9.7M
AFA
102
American Financial Advisors
Georgia
$9.58M
CMP
103
Courage Miller Partners
Virginia
$9.57M
SFWC
104
Strategic Family Wealth Counselors
New Jersey
$9.49M
Truist Financial
105
Truist Financial
North Carolina
$9.01M
AAP
106
Arax Advisory Partners
Colorado
$8.96M
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$8.86M
IWC
108
Integrated Wealth Concepts
Massachusetts
$8.71M
WANY
109
Wealthspire Advisors (New York)
New York
$8.62M
CRC
110
Curi RMB Capital
Illinois
$8.53M
FPCP
111
Fort Point Capital Partners
California
$8.36M
MT
112
Midwest Trust
Kansas
$8.33M
DWM
113
Diversify Wealth Management
Utah
$8.19M
CWM
114
Congress Wealth Management
Massachusetts
$8.13M
AIM
115
Athena Investment Management
California
$8.11M
PIMG
116
Patriot Investment Management Group
Tennessee
$8.04M
CFMC
117
Curbstone Financial Management Corp
New Hampshire
$8.03M
WT
118
Whittier Trust
California
$8M
SWA
119
Stratos Wealth Advisors
Ohio
$7.99M
CP
120
Creekside Partners
California
$7.68M
Corient Private Wealth
121
Corient Private Wealth
Florida
$7.51M
UCFA
122
United Capital Financial Advisors
Texas
$7.48M
BFG
123
Bouchey Financial Group
New York
$7.42M
MFC
124
Morris Financial Concepts
South Carolina
$7.37M
SIC
125
Salem Investment Counselors
North Carolina
$7.35M