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
CW
726
CreativeOne Wealth
Kansas
$349K
PA
727
Planning Alternatives
Michigan
$345K
CB
728
Commerce Bank
Missouri
$344K
Fisher Asset Management
729
Fisher Asset Management
Washington
$342K
SSA
730
Sierra Summit Advisors
Nevada
$342K
PRI
731
Prepared Retirement Institute
Pennsylvania
$341K
CFO
732
Callan Family Office
Pennsylvania
$341K
SPA
733
Sentinel Pension Advisors
Massachusetts
$340K
MCP
734
Mirador Capital Partners
California
$340K
BFC
735
Bedel Financial Consulting
Indiana
$338K
BlackRock
736
BlackRock
New York
$338K
FNBT
737
FineMark National Bank & Trust
Florida
$336K
CCC
738
Compass Capital Corp
Massachusetts
$335K
GCA
739
Genesee Capital Advisors
New York
$334K
DP
740
Dearborn Partners
Illinois
$333K
OAM
741
Oppenheimer Asset Management
New York
$330K
QCM
742
Quantinno Capital Management
New York
$330K
AP
743
Adero Partners
California
$329K
CCA
744
Clarity Capital Advisors
Florida
$329K
GIA
745
Gladstone Institutional Advisory
Florida
$328K
SMA
746
Seven Mile Advisory
New Jersey
$328K
Pathstone Holdings
747
Pathstone Holdings
New Jersey
$326K
SA
748
Skyline Advisors
Washington
$324K
FVIM
749
Fort Vancouver Investment Management
Washington
$324K
FF
750
Farnam Financial
Arizona
$320K