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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
QCG
426
Quadrant Capital Group
Ohio
$1.15M
BP
427
BCK Partners
New York
$1.15M
MAMG
428
Milestone Asset Management Group
Connecticut
$1.15M
FBB
429
Fulton Breakefield Broenniman
Maryland
$1.14M
CFO
430
Custos Family Office
Texas
$1.14M
American Century Companies
431
American Century Companies
Missouri
$1.13M
KJWM
432
Kiley Juergens Wealth Management
Washington
$1.13M
JFG
433
JMG Financial Group
Illinois
$1.13M
PA
434
Parallel Advisors
California
$1.13M
CG
435
Cynosure Group
Utah
$1.13M
IF
436
Ironwood Financial
Arizona
$1.13M
GWWM
437
Great Waters Wealth Management
Minnesota
$1.13M
LFA
438
Laraway Financial Advisors
Minnesota
$1.12M
SFC
439
Sprinkle Financial Consultants
Colorado
$1.12M
PL
440
Plancorp LLC
Missouri
$1.12M
FWM
441
Fonville Wealth Management
Virginia
$1.12M
AF
442
Advisornet Financial
Minnesota
$1.11M
IA
443
Intellus Advisors
Florida
$1.1M
OFS
444
OneAscent Financial Services
Alabama
$1.09M
SSWM
445
Sheets Smith Wealth Management
North Carolina
$1.08M
TA
446
TPG Advisors
Illinois
$1.08M
PWMAG
447
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M
JGCM
448
Joseph Group Capital Management
Ohio
$1.07M
PNC Financial Services Group
449
PNC Financial Services Group
Pennsylvania
$1.07M
SC
450
SouthState Corp
Florida
$1.06M