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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
RA
176
Riversedge Advisors
Delaware
$5.02M
VFIC
177
Valley Forge Investment Consultants
Pennsylvania
$5M
CFGA
178
Cambridge Financial Group (Arizona)
Arizona
$5M
MBI
179
May Barnhard Investments
Maryland
$4.97M
MWM
180
Modera Wealth Management
New Jersey
$4.94M
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$4.94M
MWM
182
Mission Wealth Management
California
$4.86M
NF
183
Nikulski Financial
Iowa
$4.85M
ASN
184
Advisory Services Network
Georgia
$4.85M
FLFS
185
Family Legacy Financial Solutions
North Carolina
$4.81M
CWA
186
Carolina Wealth Advisors
South Carolina
$4.8M
NA
187
NewEdge Advisors
Louisiana
$4.77M
IA
188
IFP Advisors
Florida
$4.75M
PAG
189
Powers Advisory Group
Illinois
$4.72M
BA
190
Ballast Advisors
Minnesota
$4.72M
JJBC
191
James J. Burns & Company
New York
$4.71M
BBPWM
192
Blue Bell Private Wealth Management
Pennsylvania
$4.69M
ECM
193
Evergreen Capital Management
Washington
$4.65M
AFG
194
Atomi Financial Group
New York
$4.64M
CIC
195
Cutler Investment Counsel
Oregon
$4.62M
FCM
196
Fortis Capital Management
Washington
$4.61M
CAM
197
Cresset Asset Management
Illinois
$4.57M
OCG
198
Opus Capital Group
Ohio
$4.56M
ULWM
199
Upper Left Wealth Management
Florida
$4.5M
WMWM
200
Wilkins Miller Wealth Management
Alabama
$4.45M