SCHA icon

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
FG
951
Fairman Group
Pennsylvania
$77.1K
MFA
952
Morling Financial Advisors
California
$75.7K
ATC
953
Advantage Trust Company
Kansas
$75K
GP
954
Greenline Partners
New York
$72.9K
GWM
955
Guardian Wealth Management
Illinois
$70.9K
NEWAS
956
N.E.W. Advisory Services
Wisconsin
$70.3K
AssetMark Inc
957
AssetMark Inc
California
$70.1K
CAM
958
Costello Asset Management
Pennsylvania
$69K
AW
959
Avion Wealth
Texas
$67K
SIS
960
Sound Income Strategies
Florida
$65.4K
BTI
961
Blue Trust Inc
Georgia
$64.5K
CPA
962
Cardiff Park Advisors
California
$64.1K
PC
963
Promus Capital
Illinois
$63.3K
BC
964
Barrett & Company
Rhode Island
$62.4K
PK
965
Pflug Koory
Nebraska
$62K
UB
966
UMB Bank
Missouri
$60.9K
GWSA
967
Global Wealth Strategies & Associates
Colorado
$60.9K
FHA
968
First Horizon Advisors
Tennessee
$60.7K
PPA
969
Painted Porch Advisors
California
$59K
TFM
970
TFC Financial Management
Massachusetts
$58.8K
MCCP
971
Mission Creek Capital Partners
California
$58.6K
ME
972
McIlrath & Eck
Washington
$56.9K
AP
973
Aspect Partners
Virginia
$56.5K
LC
974
Lindbrook Capital
California
$54.7K
GCM
975
Gables Capital Management
Florida
$54.5K