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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
CFB
976
Cullen/Frost Bankers
Texas
$53.5K
WIM
977
Westside Investment Management
California
$52.7K
OA
978
Operose Advisors
Wisconsin
$52.5K
CIM
979
Contravisory Investment Management
Massachusetts
$51.5K
SIM
980
Synergy Investment Management
Florida
$51K
EA
981
Evolution Advisers
Virginia
$50K
BCM
982
Blume Capital Management
California
$47.6K
MA
983
Montag & Associates
Georgia
$46.9K
BDPWM
984
Barnes Dennig Private Wealth Management
Ohio
$46.9K
RF
985
Robbins Farley
New Hampshire
$46.6K
SIM
986
Studio Investment Management
Illinois
$45.6K
PS
987
Pinney & Scofield
Massachusetts
$45K
CTWM
988
Cherry Tree Wealth Management
Minnesota
$44.2K
DJSG
989
D.J. St. Germain
Massachusetts
$43.9K
VCM
990
Versant Capital Management
Arizona
$43K
WWM
991
Woodside Wealth Management
Massachusetts
$41.8K
PP
992
PDS Planning
Ohio
$40.5K
ACA
993
Atlas Capital Advisors
Wyoming
$40.1K
GM
994
GeoWealth Management
Illinois
$37.6K
CIAS
995
CBIZ Investment Advisory Services
Ohio
$37.2K
WF
996
Wayfinding Financial
Washington
$37K
CFS
997
Compass Financial Services
Iowa
$37K
IF
998
Integrity Financial
Wyoming
$36.9K
M
999
MOTCO
Texas
$35.7K
CFFP
1000
Center for Financial Planning
Michigan
$35.1K