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
ECM
351
Exchange Capital Management
Michigan
$1.68M
VVP
352
Venture Visionary Partners
Ohio
$1.66M
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.65M
VWA
354
VSM Wealth Advisory
Maryland
$1.64M
SP
355
SWS Partners
Ohio
$1.63M
SF
356
Summit Financial
New Jersey
$1.62M
HWMG
357
Hurlow Wealth Management Group
Indiana
$1.62M
CM
358
Columbus Macro
Pennsylvania
$1.61M
ATPW
359
Ashton Thomas Private Wealth
Arizona
$1.61M
Janney Montgomery Scott
360
Janney Montgomery Scott
Pennsylvania
$1.6M
DSC
361
Duncker Streett & Co
Missouri
$1.58M
GC
362
Grimes & Company
Massachusetts
$1.58M
CFS
363
CRA Financial Services
New Jersey
$1.57M
SWP
364
Stratos Wealth Partners
Ohio
$1.57M
SFA
365
Souders Financial Advisors
Ohio
$1.56M
CCM
366
Coldstream Capital Management
Washington
$1.56M
ACG
367
Allen Capital Group
Nebraska
$1.56M
SAI
368
Savvy Advisors Inc
New York
$1.56M
MPCA
369
Madison Park Capital Advisors
Washington
$1.54M
MIA
370
Milestone Investment Advisors
Wisconsin
$1.51M
CAG
371
Compass Advisory Group
New York
$1.51M
LC
372
LTG Capital
Massachusetts
$1.5M
OPWM
373
Oakwell Private Wealth Management
Texas
$1.5M
AGC
374
Aspen Grove Capital
Colorado
$1.47M
FA
375
Financial Advisors
Massachusetts
$1.47M