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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
AC
826
Apella Capital
Connecticut
$245K
QC
827
Quadrature Capital
United Kingdom
$244K
VCWA
828
Vanguard Capital Wealth Advisors
Colorado
$243K
GPWM
829
Grant Private Wealth Management
California
$242K
Citigroup
830
Citigroup
New York
$240K
IA
831
IFG Advisory
Georgia
$239K
HWM
832
Heirloom Wealth Management
Colorado
$239K
HWA
833
Heartwood Wealth Advisors
Virginia
$238K
AFA
834
Alpha Financial Advisors
North Carolina
$238K
CAG
835
Crestwood Advisors Group
Massachusetts
$237K
DADC
836
D.A. Davidson & Co
Montana
$236K
CA
837
Clune & Associates
Illinois
$236K
PFS
838
Prospera Financial Services
Texas
$235K
SFO
839
Stokes Family Office
Louisiana
$234K
SCM
840
SOL Capital Management
Maryland
$234K
MCM
841
Mainstay Capital Management
Michigan
$234K
MA
842
MCF Advisors
Kentucky
$233K
BIG
843
Builder Investment Group
Georgia
$232K
RPA
844
Rock Point Advisors
Vermont
$232K
HFP
845
Holistic Financial Partners
Indiana
$232K
DBRC
846
D.B. Root & Company
Pennsylvania
$231K
SWM
847
Selective Wealth Management
Virginia
$230K
LI
848
Lafayette Investments
Maryland
$230K
CSI
849
Cross Staff Investments
New York
$230K
GWA
850
GGM Wealth Advisors
Maryland
$230K