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Schwab U.S Small- Cap ETF

1,122 hedge funds and large institutions have $5.37B invested in Schwab U.S Small- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 439 increasing their positions, 449 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less funds holding

Funds holding: 1,1561,122 (-34)

16% less funds holding in top 10

Funds holding in top 10: 6756 (-11)

51% less capital invested

Capital invested by funds: $11B → $5.37B (-$5.61B)

Holders
1,122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.32M
Puts
$63K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
226
Leisure Capital Management
California
$3.34M
FA
227
FF Advisors
California
$3.31M
DI
228
Diligent Investors
California
$3.31M
CAAM
229
Cornerstone Advisors Asset Management
Pennsylvania
$3.29M
MFG
230
Merit Financial Group
Georgia
$3.2M
CB
231
Community Bank
New York
$3.18M
RWP
232
RWA Wealth Partners
Massachusetts
$3.18M
OF
233
Outfitter Financial
Maine
$3.14M
EWA
234
EP Wealth Advisors
California
$3.14M
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$3.13M
CFG
236
Certior Financial Group
Pennsylvania
$3.09M
MWM
237
Mission Wealth Management
California
$3.07M
DFA
238
DHJJ Financial Advisors
Illinois
$3.06M
CNFG
239
Creegan & Nassoura Financial Group
New Hampshire
$3.03M
PP
240
Patten & Patten
Tennessee
$3.01M
PWM
241
Perigon Wealth Management
California
$2.98M
KHC
242
Koesten Hirschmann & Crabtree
Kansas
$2.96M
DWM
243
Destination Wealth Management
California
$2.95M
PP
244
PrairieView Partners
Minnesota
$2.95M
LCM
245
Liberty Capital Management
Michigan
$2.95M
NFG
246
Northeast Financial Group
Pennsylvania
$2.94M
VAF
247
Values Added Financial
District of Columbia
$2.93M
VA
248
Valmark Advisers
Ohio
$2.92M
AAS
249
Asset Allocation Strategies
Michigan
$2.91M
AWM
250
Apollon Wealth Management
South Carolina
$2.88M