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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
PFT
751
Providence First Trust
Arizona
$320K
PMSA
752
Patrick M. Sweeney & Associates
Illinois
$320K
CICC
753
Capital Investment Counsel (Colorado)
Colorado
$319K
RWA
754
River Wealth Advisors
Pennsylvania
$318K
FF
755
Fairway Financial
Florida
$317K
FRA
756
Front Row Advisors
California
$317K
SIMG
757
Sonora Investment Management Group
Arizona
$316K
PWA
758
Physician Wealth Advisors
Utah
$316K
TWA
759
TCI Wealth Advisors
Arizona
$312K
GCM
760
Glaxis Capital Management
Florida
$311K
DPI
761
Diversified Portfolios Inc
Michigan
$311K
SWA
762
SFMG Wealth Advisors
Texas
$310K
VWM
763
Vermillion Wealth Management
Minnesota
$308K
AV
764
Aspiring Ventures
Ohio
$306K
PPWM
765
Perissos Private Wealth Management
Oklahoma
$306K
SAG
766
SageView Advisory Group
California
$305K
DIA
767
Dana Investment Advisors
Wisconsin
$305K
RIM
768
Rockbridge Investment Management
New York
$304K
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$303K
SCM
770
Stordahl Capital Management
Colorado
$300K
SWM
771
Sendero Wealth Management
Texas
$300K
CIA
772
Compass Ion Advisors
Pennsylvania
$297K
CWP
773
Core Wealth Partners
California
$297K
AW
774
Alteri Wealth
California
$296K
HCP
775
Hexagon Capital Partners
Arkansas
$296K