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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
SAM
501
S.A. Mason
Michigan
$844K
CCG
502
Coastwise Capital Group
California
$840K
CPA
503
Clear Point Advisors
New York
$840K
LGWM
504
Litman Gregory Wealth Management
California
$837K
DWT
505
Dorsey & Whitney Trust
South Dakota
$834K
HI
506
Harbour Investments
Wisconsin
$834K
PCM
507
Parsons Capital Management
Rhode Island
$832K
WPC
508
Wedmont Private Capital
Pennsylvania
$831K
HCM
509
Hengehold Capital Management
Ohio
$829K
TWP
510
Tempus Wealth Planning
California
$824K
HP
511
Hilltop Partners
Indiana
$823K
WIC
512
Woodmont Investment Counsel
Tennessee
$803K
GJIA
513
Glass Jacobson Investment Advisors
Maryland
$802K
IFA
514
Index Fund Advisors
California
$801K
SG
515
StoneX Group
New York
$795K
KNFPWM
516
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$794K
NL
517
NWAM LLC
Washington
$789K
RSWM
518
Robertson Stephens Wealth Management
California
$780K
BBA
519
BLB&B Advisors
Pennsylvania
$779K
GFA
520
Gallagher Fiduciary Advisors
Illinois
$777K
FIA
521
Foundations Investment Advisors
Arizona
$775K
LTL
522
Lowery Thomas LLC
California
$775K
GFG
523
Grantvest Financial Group
New Jersey
$774K
LFG
524
Leverty Financial Group
Wisconsin
$773K
CA
525
Calton & Associates
Florida
$759K