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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
ACA
251
Aptus Capital Advisors
Alabama
$2.87M
BCWM
252
Bartlett & Co Wealth Management
Ohio
$2.86M
CWA
253
Consilium Wealth Advisory
Texas
$2.84M
BP
254
Broadleaf Partners
Ohio
$2.82M
PMG
255
ProVise Management Group
Florida
$2.81M
WCM
256
Winthrop Capital Management
Indiana
$2.81M
PFWA
257
Paces Ferry Wealth Advisors
Georgia
$2.8M
SM
258
Sensible Money
Arizona
$2.78M
NCM
259
Next Capital Management
New York
$2.78M
SFC
260
Strategic Financial Concepts
Texas
$2.72M
EFP
261
Elser Financial Planning
Indiana
$2.7M
VCM
262
Vision Capital Management
Oregon
$2.69M
SEIA
263
Signature Estate & Investment Advisors
California
$2.68M
PFM
264
Phillips Financial Management
Indiana
$2.67M
CIP
265
Capital Insight Partners
Arizona
$2.66M
FFA
266
Farther Finance Advisors
California
$2.62M
EW
267
Element Wealth
Mississippi
$2.6M
GG
268
Gleason Group
Kentucky
$2.6M
HG
269
Harbor Group
New Hampshire
$2.6M
ASN
270
Advisory Services Network
Georgia
$2.6M
KAS
271
Kestra Advisory Services
Texas
$2.6M
TCM
272
Tradewinds Capital Management
Washington
$2.59M
PA
273
Pinnacle Associates
New York
$2.59M
NB
274
NBT Bank
New York
$2.58M
ACM
275
Arcataur Capital Management
Wisconsin
$2.58M