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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
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
CAM
182
Cresset Asset Management
Illinois
$4.92M
MWM
183
Mission Wealth Management
California
$4.86M
NF
184
Nikulski Financial
Iowa
$4.85M
ASN
185
Advisory Services Network
Georgia
$4.85M
FLFS
186
Family Legacy Financial Solutions
North Carolina
$4.81M
CWA
187
Carolina Wealth Advisors
South Carolina
$4.8M
NA
188
NewEdge Advisors
Louisiana
$4.77M
IA
189
IFP Advisors
Florida
$4.75M
PAG
190
Powers Advisory Group
Illinois
$4.72M
BA
191
Ballast Advisors
Minnesota
$4.72M
JJBC
192
James J. Burns & Company
New York
$4.71M
BBPWM
193
Blue Bell Private Wealth Management
Pennsylvania
$4.69M
ECM
194
Evergreen Capital Management
Washington
$4.65M
AFG
195
Atomi Financial Group
New York
$4.64M
CIC
196
Cutler Investment Counsel
Oregon
$4.62M
FCM
197
Fortis Capital Management
Washington
$4.61M
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