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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
AC
526
AlphaCore Capital
California
$758K
CWA
527
Clearview Wealth Advisors
Oregon
$756K
PSIWM
528
Paradigm Strategies in Wealth Management
Minnesota
$752K
SIS
529
Strategic Investment Solutions
Illinois
$751K
TCM
530
Twele Capital Management
Minnesota
$730K
BDFN
531
Bond & Devick Financial Network
Minnesota
$729K
AWS
532
Atria Wealth Solutions
New York
$716K
APSI
533
Asset Planning Services Inc
Louisiana
$710K
CAMG
534
CWA Asset Management Group
Florida
$708K
YIA
535
YHB Investment Advisors
Connecticut
$708K
PAS
536
Park Avenue Securities
New York
$704K
BSCCG
537
Blue Sky Capital Consultants Group
California
$681K
NRG
538
Nemes Rush Group
Michigan
$680K
LF
539
LifePlan Financial
Minnesota
$679K
WIA
540
World Investment Advisors
California
$673K
SF
541
Synovus Financial
Georgia
$668K
TIAA Trust, National Association
542
TIAA Trust, National Association
North Carolina
$665K
CW
543
Cooksen Wealth
Texas
$658K
DE
544
Diversified Enterprises
Delaware
$650K
WIM
545
WealthPlan Investment Management
Nebraska
$643K
ACA
546
Aspire Capital Advisors
Washington
$641K
P
547
&Partners
Tennessee
$640K
WF
548
Warner Financial
Maryland
$640K
VAMG
549
Voisard Asset Management Group
Michigan
$637K
JCM
550
Jacobi Capital Management
Pennsylvania
$632K