SCHA icon

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
CFO
551
CVA Family Office
Colorado
$632K
LIWM
552
Long Island Wealth Management
New York
$631K
EWM
553
Evermay Wealth Management
Virginia
$625K
AWM
554
Apex Wealth Management
New Hampshire
$624K
CHJWM
555
Carlton Hofferkamp & Jenks Wealth Management
Texas
$624K
YIM
556
Yoffe Investment Management
Pennsylvania
$622K
WCWM
557
Wooster Corthell Wealth Management
Connecticut
$619K
HIC
558
Holderness Investments Company
North Carolina
$612K
LWM
559
Luminvest Wealth Management
Arizona
$611K
BFS
560
Burkett Financial Services
South Carolina
$609K
Vanguard Group
561
Vanguard Group
Pennsylvania
$608K
CPL
562
CAP Partners LLC
Tennessee
$607K
MAS
563
Madden Advisory Services
Florida
$605K
DTC
564
Davidson Trust Company
Washington
$600K
EW
565
Evoke Wealth
California
$599K
APP
566
Avantax Planning Partners
Iowa
$589K
FWI
567
Facet Wealth Inc
Maryland
$588K
CAM
568
Carret Asset Management
New York
$585K
PSF
569
Pacific Sun Financial
California
$582K
RDWM
570
Red Door Wealth Management
Tennessee
$577K
IIA
571
Integral Investment Advisors
California
$575K
Baird Financial Group
572
Baird Financial Group
Wisconsin
$574K
PAM
573
Pegasus Asset Management
New York
$574K
AIM
574
Acropolis Investment Management
Missouri
$572K
NA
575
Nautilus Advisors
California
$571K