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Schwab U.S Small- Cap ETF

1,122 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, 439 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: 1,1561,122 (-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
1,122
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
Tudor Investment Corp
576
Tudor Investment Corp
Connecticut
$569K
BTWM
577
Brass Tax Wealth Management
Ohio
$568K
WA
578
WP Advisors
California
$563K
MA
579
Mutual Advisors
Nebraska
$558K
JWBC
580
John W. Brooker & Co
California
$556K
USCWA
581
U.S. Capital Wealth Advisors
Texas
$555K
HI
582
Hendershot Investments
Virginia
$554K
CA
583
Capital Advantage
California
$552K
ZF
584
Zhang Financial
Michigan
$548K
WCM
585
Weaver Capital Management
Georgia
$545K
FWP
586
FAS Wealth Partners
Kansas
$545K
CIR
587
Clear Investment Research
Georgia
$545K
FSWA
588
Financial Synergies Wealth Advisors
Texas
$543K
BF
589
Brucke Financial
Indiana
$540K
EAM
590
Everstar Asset Management
North Carolina
$538K
LB
591
Legacy Bridge
Iowa
$538K
MCC
592
Money Concepts Capital
Florida
$538K
Northern Trust
593
Northern Trust
Illinois
$534K
HR
594
Howe & Rusling
New York
$534K
FC
595
Forte Capital
New York
$534K
CL
596
Choreo LLC
Illinois
$533K
GT
597
Glenmede Trust
Pennsylvania
$529K
VFA
598
Valeo Financial Advisors
Indiana
$528K
WCFA
599
Walkner Condon Financial Advisors
Wisconsin
$527K
AWM
600
AE Wealth Management
Kansas
$522K