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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
MWM
876
MBE Wealth Management
Wisconsin
$215K
PAM
877
Palisade Asset Management
Minnesota
$214K
KSWA
878
Kathleen S. Wright Associates
Pennsylvania
$212K
FC
879
Fusion Capital
South Carolina
$212K
AI
880
Accredited Investors
Minnesota
$211K
CPC
881
CFC Planning Company
Indiana
$210K
OWP
882
Obermeyer Wealth Partners
Colorado
$210K
HCMT
883
Highland Capital Management (Tennessee)
Tennessee
$209K
CWM
884
Connecticut Wealth Management
Connecticut
$209K
HPA
885
High Probability Advisors
New York
$207K
ISFAN
886
Investor's Fiduciary Advisor Network
Washington
$207K
SAM
887
Sawgrass Asset Management
Florida
$207K
SPC
888
Sigma Planning Corp
Michigan
$205K
FCC
889
Flower City Capital
New York
$205K
CFS
890
Coordinated Financial Services
Colorado
$204K
G
891
Gainplan
Michigan
$204K
CWA
892
Continuum Wealth Advisors
New York
$204K
AA
893
Apriem Advisors
California
$203K
AIM
894
Avity Investment Management
Connecticut
$203K
KeyBank National Association
895
KeyBank National Association
Ohio
$203K
PFM
896
Peak Financial Management
Massachusetts
$202K
TF
897
TME Financial
California
$202K
MA
898
Modus Advisors
Minnesota
$202K
FMN
899
Financial Management Network
California
$202K
AWA
900
ARQ Wealth Advisors
Arizona
$201K