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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
BL
926
BFSG LLC
California
$130K
FPF
927
First Pacific Financial
Washington
$129K
FW
928
Fairway Wealth
Ohio
$127K
CIAS
929
Capital Investment Advisory Services
North Carolina
$125K
KFI
930
Key Financial Inc
Pennsylvania
$122K
DF
931
DecisionPoint Financial
Arizona
$118K
WSFS
932
Wilmington Savings Fund Society
Delaware
$117K
JFGIW
933
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K
RMP
934
Richards, Merrill & Peterson
Washington
$106K
FMII
935
Farmers & Merchants Investments Inc
Nebraska
$106K
HC
936
Hurley Capital
New York
$105K
TIM
937
Thompson Investment Management
Wisconsin
$105K
SMA
938
Sage Mountain Advisors
Georgia
$102K
NIA
939
NBZ Investment Advisors
Tennessee
$102K
PMFA
940
Plante Moran Financial Advisors
Michigan
$99K
HIA
941
Harbor Investment Advisory
Maryland
$97.5K
FCT
942
First Community Trust
Iowa
$93.7K
ST
943
Smithfield Trust
Pennsylvania
$85K
GKIM
944
GW&K Investment Management
Massachusetts
$85K
SIC
945
SJS Investment Consulting
Ohio
$83.2K
CT
946
Caldwell Trust
Florida
$82.5K
CT
947
Clearstead Trust
Maine
$81.6K
CTC
948
Central Trust Company
Missouri
$79.7K
Qube Research & Technologies (QRT)
949
Qube Research & Technologies (QRT)
United Kingdom
$78.1K
RDFA
950
Ritter Daniher Financial Advisory
Ohio
$77.8K