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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
BPWM
401
Badgley Phelps Wealth Managers
Washington
$1.27M
IWMA
402
Ironwood Wealth Management (Arizona)
Arizona
$1.27M
KWM
403
Kingsview Wealth Management
Oregon
$1.27M
FWA
404
FSM Wealth Advisors
Ohio
$1.26M
SPFA
405
Summit Place Financial Advisors
New Jersey
$1.26M
PCM
406
Passive Capital Management
Maryland
$1.25M
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$1.25M
BJL
408
Brighton Jones LLC
Washington
$1.25M
WIM
409
Warwick Investment Management
Texas
$1.24M
AIA
410
Armor Investment Advisors
North Carolina
$1.24M
EWM
411
Elmwood Wealth Management
California
$1.23M
OCG
412
Opus Capital Group
Ohio
$1.23M
SF
413
Seek First
California
$1.22M
AO
414
Advisor OS
Illinois
$1.22M
MGWM
415
Marks Group Wealth Management
Minnesota
$1.21M
NGA
416
Naples Global Advisors
Florida
$1.21M
BCG
417
Bravias Capital Group
New Jersey
$1.2M
VPIM
418
Vanguard Personalized Indexing Management
California
$1.19M
CHA
419
Cooper/Haims Advisors
New York
$1.18M
NFTC
420
North Forty Two & Co
Oregon
$1.17M
WPA
421
West Paces Advisors
Georgia
$1.17M
SDWMA
422
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.16M
NCM
423
Northwest Capital Management
Oregon
$1.15M
AWM
424
Avior Wealth Management
Nebraska
$1.15M
BWM
425
Blossom Wealth Management
California
$1.15M