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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
KP
651
Keel Point
Alabama
$437K
SCM
652
SCS Capital Management
Massachusetts
$435K
TW
653
TritonPoint Wealth
Maryland
$435K
AC
654
Addison Capital
Pennsylvania
$433K
WC
655
Waterloo Capital
Texas
$432K
RWM
656
Rialto Wealth Management
New York
$429K
RWM
657
Revisor Wealth Management
Ohio
$427K
AIM
658
AHL Investment Management
Florida
$426K
MA
659
MONECO Advisors
Connecticut
$425K
WW
660
Waterfront Wealth
Kansas
$425K
CAWM
661
Capital Advisors Wealth Management
Washington
$423K
SA
662
Stewardship Advisors
Pennsylvania
$419K
LIA
663
Lynx Investment Advisory
District of Columbia
$419K
BA
664
Bridgewater Advisors
New York
$414K
HTC
665
Haverford Trust Company
Pennsylvania
$414K
CAG
666
Curtis Advisory Group
California
$413K
KFS
667
Kaizen Financial Strategies
California
$412K
RPGK
668
Retirement Planning Group (Kansas)
Kansas
$411K
Envestnet Portfolio Solutions
669
Envestnet Portfolio Solutions
Illinois
$410K
EI
670
Ellevest Inc
New York
$410K
TWA
671
Trellis Wealth Advisors
California
$408K
EK
672
Evensky & Katz
Florida
$408K
SFG
673
Sovereign Financial Group
Connecticut
$407K
FA
674
Fiduciary Alliance
South Carolina
$406K
APA
675
Astoria Portfolio Advisors
New York
$403K