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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
MMHP
451
Murphy Middleton Hinkle & Parker
Georgia
$1.05M
OFG
452
Omega Financial Group
California
$1.05M
OFS
453
Oldfather Financial Services
Nebraska
$1.04M
WP
454
Westmount Partners
California
$1.04M
NIM
455
Nicollet Investment Management
Minnesota
$1.04M
WCM
456
Wisconsin Capital Management
Wisconsin
$1.03M
RW
457
Rede Wealth
Virginia
$1.03M
CC
458
Climber Capital
Switzerland
$1.02M
MG
459
MilWealth Group
Wisconsin
$1.02M
PWM
460
Paulson Wealth Management
Illinois
$1.02M
GIA
461
GHP Investment Advisors
Colorado
$1.01M
CMAI
462
Capital Management Associates Inc
Minnesota
$986K
SWM
463
Sculati Wealth Management
Michigan
$985K
PAYA
464
Phil A. Younker & Associates
Alaska
$982K
CA
465
Claro Advisors
Massachusetts
$981K
WBCM
466
Wilson & Boucher Capital Management
California
$978K
CS
467
Crescent Sterling
Louisiana
$967K
SA
468
Scarborough Advisors
Maryland
$961K
SEM
469
Strategic Equity Management
Arizona
$959K
WAG
470
Wiser Advisor Group
Arizona
$954K
BWL
471
Bogart Wealth LLC
Virginia
$954K
IFS
472
Ifrah Financial Services
Arkansas
$951K
NP
473
NorthRock Partners
Minnesota
$950K
CFO
474
Collective Family Office
Pennsylvania
$947K
GCA
475
Gradient Capital Advisors
California
$940K