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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
MWP
901
Madison Wealth Partners
Wisconsin
$201K
HWM
902
Horizons Wealth Management
North Carolina
$197K
BFO
903
Biltmore Family Office
North Carolina
$191K
ECM
904
Elgethun Capital Management
South Dakota
$190K
MAFA
905
MJT & Associates Financial Advisory
Minnesota
$185K
BFPW
906
BOK Financial Private Wealth
Colorado
$183K
KA
907
Kozak & Associates
Colorado
$183K
Bessemer Group
908
Bessemer Group
New Jersey
$182K
SPIA
909
Steward Partners Investment Advisory
New York
$180K
TPCW
910
TD Private Client Wealth
New York
$180K
NSIM
911
North Star Investment Management
Illinois
$179K
BHWM
912
Beaird Harris Wealth Management
Texas
$178K
OIA
913
Optimum Investment Advisors
Illinois
$177K
TWM
914
Topsail Wealth Management
North Carolina
$174K
CA
915
Continuum Advisory
Idaho
$172K
AA
916
Ancora Advisors
Ohio
$169K
FCG
917
Financial Connections Group
California
$166K
RCM
918
Richardson Capital Management
Wisconsin
$159K
PCM
919
Palouse Capital Management
Washington
$158K
PB
920
Pinnacle Bancorp
Nebraska
$149K
HNB
921
Huntington National Bank
Ohio
$147K
LWANC
922
Laurel Wealth Advisors (North Carolina)
North Carolina
$144K
BIM
923
Breakwater Investment Management
Washington
$143K
PG
924
Proffitt & Goodson
Tennessee
$139K
ACM
925
Anfield Capital Management
California
$131K