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