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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
CAL
201
Capital Analysts LLC
Pennsylvania
$4.41M
EWA
202
EP Wealth Advisors
California
$4.35M
CWG
203
Cornerstone Wealth Group
North Carolina
$4.28M
GPFA
204
Game Plan Financial Advisors
Ohio
$4.25M
KF
205
K2 Financial
California
$4.23M
AIM
206
Anchor Investment Management
South Carolina
$4.23M
CWM
207
Chesapeake Wealth Management
Virginia
$4.22M
AWM
208
Adams Wealth Management
Utah
$4.2M
CI
209
CacheTech Inc
Utah
$4.2M
VAF
210
Values Added Financial
District of Columbia
$4.05M
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$3.98M
PAG
212
Private Advisor Group
New Jersey
$3.97M
NRI
213
NFP Retirement Inc
California
$3.9M
Wealthfront Advisers
214
Wealthfront Advisers
California
$3.85M
LWM
215
Lighthouse Wealth Management
Ohio
$3.78M
CFG
216
Certior Financial Group
Pennsylvania
$3.78M
RI
217
Rinkey Investments
California
$3.73M
William Blair & Company
218
William Blair & Company
Illinois
$3.7M
EFG
219
Embree Financial Group
Illinois
$3.69M
LCM
220
Leisure Capital Management
California
$3.69M
WA
221
WBH Advisory
Maryland
$3.68M
PAI
222
Pittenger & Anderson Inc
Nebraska
$3.66M
FA
223
FF Advisors
California
$3.65M
CFA
224
Cahill Financial Advisors
Minnesota
$3.64M
WA
225
Wealth Architects
California
$3.63M