SCHA icon

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
KPWS
626
Kestra Private Wealth Services
Texas
$470K
AA
627
Aire Advisors
California
$469K
PPA
628
Pacific Point Advisors
California
$469K
BFA
629
Beaumont Financial Advisors
Massachusetts
$466K
LIA
630
LBMC Investment Advisors
Tennessee
$463K
CWA
631
Cornerstone Wealth Advisors
Minnesota
$463K
OCM
632
One Capital Management
California
$462K
CA
633
CWC Advisors
Oregon
$461K
DAS
634
Diversify Advisory Services
Utah
$460K
FA
635
Fermata Advisors
California
$457K
Kovitz Investment Group Partners
636
Kovitz Investment Group Partners
Illinois
$457K
TIA
637
Tiemann Investment Advisors
California
$457K
SAF
638
Smith Anglin Financial
Texas
$457K
WCF
639
West Coast Financial
California
$457K
MPM
640
Meritage Portfolio Management
Kansas
$457K
HIP
641
HUB Investment Partners
Texas
$455K
PFBT
642
Parkside Financial Bank & Trust
Missouri
$452K
GWANC
643
Guardian Wealth Advisors (North Carolina)
North Carolina
$450K
AGWCA
644
Annis Gardner Whiting Capital Advisors
Florida
$446K
SOS
645
Silver Oak Securities
Tennessee
$445K
BFA
646
Bluestem Financial Advisors
Illinois
$442K
FC
647
FCA Corp
Texas
$441K
SIC
648
Sigma Investment Counselors
Michigan
$441K
BI
649
Berkeley Inc
Idaho
$439K
FCH
650
Freestone Capital Holdings
Washington
$437K