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Schwab U.S Small- Cap ETF

1,123 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, 440 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: 1,1571,123 (-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
1,123
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
KF
376
Krilogy Financial
Missouri
$1.46M
BWM
377
BNC Wealth Management
Oregon
$1.44M
CFIA
378
Cantor Fitzgerald Investment Advisors
New York
$1.44M
IC
379
IEQ Capital
California
$1.43M
AIA
380
Arcadia Investment Advisors
Idaho
$1.41M
EWA
381
Exencial Wealth Advisors
Oklahoma
$1.4M
RWA
382
Redhawk Wealth Advisors
Minnesota
$1.4M
SFWA
383
Summit Financial Wealth Advisors
Louisiana
$1.4M
AIM
384
Archer Investment Management
Texas
$1.4M
PIA
385
Panoramic Investment Advisors
Colorado
$1.38M
PWW
386
Pettyjohn Wood & White
Virginia
$1.36M
NHC
387
Nicholas Hoffman & Company
Georgia
$1.36M
CAL
388
Capital Analysts LLC
Pennsylvania
$1.34M
SIG
389
Spinnaker Investment Group
California
$1.34M
MCM
390
Mendel Capital Management
Arkansas
$1.33M
GWM
391
Greenhouse Wealth Management
Connecticut
$1.33M
PA
392
PFG Advisors
Arizona
$1.33M
EF
393
Envision Financial
Wisconsin
$1.33M
PS
394
Planned Solutions
California
$1.32M
CIA
395
Cape Investment Advisory
Georgia
$1.31M
CA
396
Cambridge Advisors
Nebraska
$1.3M
UAG
397
United Advisor Group
Ohio
$1.3M
ATI
398
ARK & TLK Investments
Oklahoma
$1.29M
NA
399
Nestegg Advisors
New York
$1.28M
PSCM
400
Per Stirling Capital Management
Texas
$1.27M