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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
TW
326
Transform Wealth
Colorado
$2.02M
ML
327
McAdam LLC
Pennsylvania
$2.01M
SFMG
328
Sage Financial Management Group
Virginia
$1.97M
DP
329
Denver PWM
Colorado
$1.96M
GFP
330
Guardian Financial Partners
California
$1.93M
EH
331
Equitable Holdings
New York
$1.9M
WAP
332
Wealthcare Advisory Partners
Pennsylvania
$1.9M
B
333
Bensler
Washington
$1.88M
TWG
334
The Wealth Group
Minnesota
$1.87M
EFG
335
Everhart Financial Group
Ohio
$1.86M
CA
336
Clearstead Advisors
Ohio
$1.85M
ISWM
337
Independent Solutions Wealth Management
New York
$1.83M
AIS
338
American Investment Services
Massachusetts
$1.83M
AIM
339
Aspen Investment Management
Michigan
$1.81M
DWM
340
Dakota Wealth Management
Florida
$1.81M
VBWMG
341
Von Berge Wealth Management Group
California
$1.77M
MFT
342
Moisand Fitzgerald Tamayo
Florida
$1.77M
MWP
343
Moller Wealth Partners
$1.76M
EE
344
EWG Elevate
California
$1.75M
FPAS
345
Focus Partners Advisor Solutions
Missouri
$1.74M
SWA
346
Stratos Wealth Advisors
Ohio
$1.73M
WF
347
Whelan Financial
California
$1.71M
AWM
348
Abound Wealth Management
Tennessee
$1.7M
PGFC
349
Peapack-Gladstone Financial Corp
New Jersey
$1.7M
B
350
Bailard
California
$1.68M