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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
WHCFA
801
William Howard & Co Financial Advisors
Tennessee
$266K
PFP
802
Pinnacle Financial Partners
Tennessee
$266K
ES
803
ETF Store
Kansas
$266K
RWM
804
RBA Wealth Management
California
$265K
BWP
805
BSW Wealth Partners
Colorado
$264K
S
806
Sachetta
Massachusetts
$263K
PTB
807
Pioneer Trust Bank
Oregon
$262K
AFS
808
Access Financial Services
Minnesota
$262K
SC
809
Sapient Capital
Indiana
$261K
CP
810
Camelot Portfolios
Ohio
$260K
C1AG
811
Client 1st Advisory Group
Florida
$259K
PWM
812
Parkshore Wealth Management
California
$259K
DIM
813
Delta Investment Management
California
$257K
VHAM
814
Van Hulzen Asset Management
California
$257K
WWM
815
Western Wealth Management
Colorado
$257K
KCM
816
Kathmere Capital Management
Pennsylvania
$254K
FM
817
Foster & Motley
Ohio
$254K
AFA
818
Allium Financial Advisors
Oregon
$250K
DB
819
Dravo Bay
Delaware
$250K
Marshall Wace
820
Marshall Wace
United Kingdom
$249K
MAG
821
Mayfair Advisory Group
Alabama
$247K
CGA
822
Crescent Grove Advisors
Illinois
$247K
CFP
823
Cascade Financial Partners
California
$247K
B
824
Birchbrook
Maine
$246K
NC
825
Napatree Capital
Rhode Island
$245K