SCHA icon

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
CG
301
Caprock Group
Idaho
$2.29M
FG
302
Foster Group
Iowa
$2.27M
LA
303
LVW Advisors
New York
$2.25M
BAM
304
Berkshire Asset Management
Pennsylvania
$2.25M
CW
305
Code Waechter
Florida
$2.24M
BCM
306
Boltwood Capital Management
California
$2.24M
IRC
307
Investors Research Corp
Georgia
$2.24M
JCIA
308
Jackson Creek Investment Advisors
Colorado
$2.24M
1IA
309
1834 Investment Advisors
Wisconsin
$2.21M
CC
310
Callan Capital
California
$2.21M
JPLA
311
Joseph P. Lucia & Associates
New York
$2.2M
CAG
312
Csenge Advisory Group
Florida
$2.2M
CMBA
313
C.M. Bidwell & Associates
Hawaii
$2.16M
MS
314
Madden Securities
Texas
$2.14M
CA
315
Centerpoint Advisors
Massachusetts
$2.11M
MMCM
316
Murphy & Mullick Capital Management
New York
$2.09M
LKBC
317
L.K. Benson & Company
Maryland
$2.08M
BSHC
318
Breed's Hill Capital
Massachusetts
$2.06M
EPM
319
Elm Partners Management
Pennsylvania
$2.06M
FCM
320
Firestone Capital Management
Florida
$2.06M
LBC
321
Lowe Brockenbrough & Co
Virginia
$2.04M
Comerica Bank
322
Comerica Bank
Texas
$2.04M
RI
323
Rinkey Investments
California
$2.02M
AIA
324
Accelerate Investment Advisors
California
$2.02M
AAS
325
Ameritas Advisory Services
Nebraska
$2.02M