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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
TSS
601
Two Sigma Securities
New York
$520K
LJAC
602
L.J. Altfest & Co
New York
$520K
SFG
603
SNS Financial Group
Minnesota
$519K
MOS
604
MGO One Seven
Ohio
$519K
LFAS
605
Level Four Advisory Services
Texas
$514K
ACM
606
Armbruster Capital Management
New York
$514K
MCCA
607
Mill Creek Capital Advisors
Pennsylvania
$514K
Chevy Chase Trust
608
Chevy Chase Trust
Maryland
$507K
JWCA
609
J.W. Cole Advisors
Florida
$505K
BIA
610
Bigelow Investment Advisors
Maine
$504K
AWA
611
Acorn Wealth Advisors
Michigan
$503K
State Farm Mutual Automobile Insurance
612
State Farm Mutual Automobile Insurance
Illinois
$501K
PS
613
Principal Securities
Iowa
$500K
SWM
614
Stockman Wealth Management
Montana
$497K
ARC
615
Advisor Resource Council
Texas
$495K
CF
616
Centaurus Financial
California
$494K
CCM
617
Condor Capital Management
New Jersey
$485K
PSP
618
Pacific Sage Partners
Washington
$480K
AL
619
ACAS LLC
California
$479K
CFD
620
Creative Financial Designs
Indiana
$479K
MCM
621
Mitchell Capital Management
Kansas
$477K
TAM
622
Townsend Asset Management
North Carolina
$476K
PD
623
Planning Directions
Pennsylvania
$476K
SRC
624
Sage Rhino Capital
California
$472K
EAM
625
Evanson Asset Management
California
$470K