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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
FNC
76
First National Corp
Massachusetts
$12.8M
MTC
77
Matrix Trust Company
Colorado
$12.5M
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$11.7M
IAS
79
IMA Advisory Services
Colorado
$10.9M
TPW
80
Tiller Private Wealth
Pennsylvania
$10.8M
NSAM
81
North Star Asset Management
Wisconsin
$10.7M
MCM
82
MAI Capital Management
Ohio
$10.5M
AP
83
Appleton Partners
Massachusetts
$10.5M
US Bancorp
84
US Bancorp
Minnesota
$10.5M
NYLIM
85
New York Life Investment Management
New York
$10.4M
CKAIS
86
Christensen King & Associates Investment Services
Washington
$10.4M
GWM
87
Geneos Wealth Management
Colorado
$10.3M
HWA
88
HHM Wealth Advisors
Tennessee
$10.3M
OIA
89
OneDigital Investment Advisors
Kansas
$10.3M
MM
90
Meridian Management
Arkansas
$10.2M
TWM
91
Tradition Wealth Management
Minnesota
$10.2M
EWM
92
Empirical Wealth Management
Washington
$10.1M
SFA
93
Sequoia Financial Advisors
Ohio
$9.92M
FFN
94
Focus Financial Network
Minnesota
$9.61M
SJIM
95
St. Johns Investment Management
Florida
$9.5M
SFA
96
Seneca Financial Advisors
New York
$9.35M
MTIC
97
Missouri Trust & Investment Company
Missouri
$9.13M
EL
98
Essex LLC
Illinois
$8.97M
AWMG
99
Alliance Wealth Management Group
New Jersey
$8.95M
TCM
100
Towercrest Capital Management
Pennsylvania
$8.95M