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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
FA
776
Fagan Associates
New York
$295K
SSB
777
Sandy Spring Bank
Maryland
$294K
WFP
778
Wrenne Financial Planning
Kentucky
$294K
FLPIM
779
F.L. Putnam Investment Management
Massachusetts
$293K
CIA
780
Cascade Investment Advisors
Oregon
$292K
BC
781
Bowman & Company
Wisconsin
$291K
HWA
782
HCR Wealth Advisors
California
$290K
RIA
783
Regal Investment Advisors
Michigan
$289K
VC
784
Veery Capital
Delaware
$287K
GIP
785
Granite Investment Partners
California
$285K
SG
786
Somerset Group
Minnesota
$285K
CW
787
Curio Wealth
Maryland
$284K
PFGIA
788
Patriot Financial Group Insurance Agency
Massachusetts
$284K
CI
789
Cordant Inc
Oregon
$283K
VF
790
Vawter Financial
Ohio
$282K
WG
791
Wealth Group
North Carolina
$278K
SIM
792
Stratos Investment Management
Ohio
$276K
JCM
793
J2 Capital Management
Michigan
$275K
RRA
794
Round Rock Advisors
Connecticut
$274K
SWM
795
Spire Wealth Management
Virginia
$274K
KFA
796
Kelleher Financial Advisors
New York
$271K
BRWM
797
Blue Rock Wealth Management
North Carolina
$270K
KFSN
798
Keystone Financial Services (Nebraska)
Nebraska
$269K
DFG
799
Delta Financial Group
New Jersey
$269K
AA
800
Armis Advisers
Georgia
$267K