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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
WTC
126
WhitTier Trust Company
Nevada
$7.12M
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$7.12M
HWM
128
HB Wealth Management
Georgia
$7.04M
SFA
129
Sequoia Financial Advisors
Ohio
$7.04M
TYCC
130
Texas Yale Capital Corp
Florida
$7M
BFG
131
Bleakley Financial Group
New Jersey
$6.88M
CFGSD
132
Compass Financial Group (South Dakota)
South Dakota
$6.85M
IAN
133
Integrated Advisors Network
Texas
$6.75M
CF
134
Copperwynd Financial
Arizona
$6.61M
Lido Advisors
135
Lido Advisors
California
$6.61M
LWANC
136
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.52M
BDF
137
Black Diamond Financial
Maryland
$6.51M
ADL
138
Asset Dedication LLC
California
$6.48M
Ameriprise
139
Ameriprise
Minnesota
$6.47M
MAM
140
Marquette Asset Management
Minnesota
$6.47M
EGWAG
141
Elwood & Goetz Wealth Advisory Group
Georgia
$6.45M
AMG
142
Asset Management Group
Connecticut
$6.45M
Fidelity Investments
143
Fidelity Investments
Massachusetts
$6.41M
Bank of New York Mellon
144
Bank of New York Mellon
New York
$6.37M
FF
145
Friedenthal Financial
New Jersey
$6.32M
BIA
146
Bell Investment Advisors
California
$6.3M
MWM
147
Meridian Wealth Management
Kentucky
$6.28M
GCP
148
Gill Capital Partners
Colorado
$6.27M
TIM
149
Tortoise Investment Management
New York
$6.25M
OWM
150
Orgel Wealth Management
Wisconsin
$6.23M