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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
Stifel Financial
151
Stifel Financial
Missouri
$6.22M
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$6.2M
MM
153
Meridian Management
Arkansas
$6.19M
KCPG
154
Kavar Capital Partners Group
Kansas
$6.18M
HFS
155
Horizon Financial Services
North Carolina
$6.14M
VCM
156
Vivaldi Capital Management
Illinois
$6.07M
BWM
157
BCS Wealth Management
Tennessee
$5.87M
MG
158
Mather Group
Illinois
$5.86M
AF
159
Allworth Financial
California
$5.86M
BWM
160
Brown Wealth Management
Illinois
$5.6M
VIA
161
Victrix Investment Advisors
Florida
$5.57M
BWM
162
Bernard Wealth Management
Michigan
$5.49M
ATWA
163
Arbor Trust Wealth Advisors
Michigan
$5.49M
BAMG
164
Brand Asset Management Group
Missouri
$5.48M
MAS
165
Meeder Advisory Services
Ohio
$5.4M
GC
166
Garde Capital
Washington
$5.4M
SCP
167
Stevens Capital Partners
Nebraska
$5.29M
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$5.28M
CCM
169
Chilton Capital Management
Texas
$5.25M
GPA
170
Guerra Pan Advisors
New Jersey
$5.16M
GWM
171
Geneos Wealth Management
Colorado
$5.13M
PL
172
Plancorp LLC
Missouri
$5.11M
FTS
173
Fifth Third Securities
Ohio
$5.07M
LPAM
174
Lodestar Private Asset Management
California
$5.07M
AFP
175
Ausdal Financial Partners
Iowa
$5.02M