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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
AQR Capital Management
276
AQR Capital Management
Connecticut
$2.57M
TFF
277
The Family Firm
Maryland
$2.56M
CFG
278
Clayton Financial Group
Missouri
$2.53M
AAS
279
Avantax Advisory Services
Texas
$2.53M
LIM
280
Leavell Investment Management
Alabama
$2.53M
WP
281
WealthShield Partners
North Carolina
$2.51M
SAM
282
Smithbridge Asset Management
Pennsylvania
$2.46M
SAW
283
Signal Advisors Wealth
Michigan
$2.45M
TSWM
284
Triangle Securities Wealth Management
North Carolina
$2.44M
LFG
285
Larson Financial Group
Missouri
$2.43M
AOWM
286
Alpha Omega Wealth Management
Virginia
$2.42M
HA
287
HC Advisors
Georgia
$2.39M
IWM
288
IHT Wealth Management
Illinois
$2.39M
HSA
289
HBK Sorce Advisory
Pennsylvania
$2.38M
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$2.38M
OPS
291
Orion Portfolio Solutions
Nebraska
$2.37M
BCI
292
Brinker Capital Investments
Pennsylvania
$2.37M
SFG
293
Sunburst Financial Group
Alabama
$2.35M
LF
294
Lee Financial
Texas
$2.34M
SWM
295
SeaCrest Wealth Management
New York
$2.34M
STA
296
Smith Thornton Advisors
Alabama
$2.34M
TRCT
297
Tower Research Capital (TRC)
New York
$2.32M
CFG
298
Citizens Financial Group
Rhode Island
$2.32M
CCA
299
Cobblestone Capital Advisors
New York
$2.31M
RWP
300
Revolve Wealth Partners
New Jersey
$2.31M