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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
EFS
476
Econ Financial Services
Pennsylvania
$939K
BWM
477
BankPlus Wealth Management
Mississippi
$937K
BA
478
Bristlecone Advisors
Washington
$930K
SAM
479
Summit Asset Management
Tennessee
$924K
FWM
480
Finer Wealth Management
Massachusetts
$920K
WMWM
481
Whitaker-Myers Wealth Managers
Ohio
$919K
MCM
482
Mengis Capital Management
Oregon
$914K
VCM
483
Virtue Capital Management
Tennessee
$910K
FEM
484
Fulcrum Equity Management
Texas
$907K
EFM
485
Eley Financial Management
Vermont
$901K
EA
486
Enclave Advisors
Texas
$894K
CIA
487
Concurrent Investment Advisors
Florida
$893K
M
488
MYeCFO
California
$893K
CAM
489
Cozad Asset Management
Illinois
$890K
PWA
490
Peterson Wealth Advisors
Utah
$890K
RTL
491
Red Tortoise LLC
Georgia
$889K
MW
492
MBL Wealth
North Carolina
$883K
DCM
493
Donaldson Capital Management
Indiana
$883K
EWP
494
Elevation Wealth Partners
California
$873K
FIC
495
Family Investment Center
Missouri
$872K
OC
496
Oarsman Capital
Wisconsin
$870K
Jane Street
497
Jane Street
New York
$867K
MSWMA
498
Market Street Wealth Management Advisors
Indiana
$860K
RC
499
Roundview Capital
New Jersey
$857K
RWA
500
Roberts Wealth Advisors
California
$847K