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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
CWM
851
Castle Wealth Management
Florida
$229K
GSWM
852
Golden State Wealth Management
California
$227K
RFP
853
Root Financial Partners
California
$227K
LF
854
LifeSteps Financial
California
$227K
Russell Investments Group
855
Russell Investments Group
United Kingdom
$226K
TI
856
Trexquant Investment
Connecticut
$226K
MMA
857
Miracle Mile Advisors
California
$226K
PCMC
858
Paragon Capital Management (Colorado)
Colorado
$226K
NA
859
Nottingham Advisors
New York
$225K
GWCM
860
Godshalk Welsh Capital Management
Pennsylvania
$225K
FWS
861
FinDec Wealth Services
California
$224K
PCS
862
Private Client Services
Kentucky
$223K
WI
863
Wedgewood Investors
Pennsylvania
$222K
TIM
864
Total Investment Management
Arizona
$221K
KWS
865
Keystone Wealth Services
California
$221K
FIA
866
FPC Investment Advisory
California
$219K
PTCG
867
Pring Turner Capital Group
California
$219K
SHJ
868
Sharkey, Howes & Javer
Colorado
$219K
MFA
869
Mayflower Financial Advisors
Massachusetts
$219K
SW
870
Simplicity Wealth
New Jersey
$217K
JPWM
871
Jamison Private Wealth Management
Georgia
$216K
WA
872
Whipplewood Advisors
Colorado
$216K
RIS
873
Retirement Income Solutions
Michigan
$215K
IAA
874
Independent Advisor Alliance
North Carolina
$215K
WA
875
WPG Advisers
Maryland
$215K