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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
SL
1001
Salomon & Ludwin
Virginia
$33.8K
RIL
1002
Rothschild Investment LLC
Illinois
$31.8K
LWA
1003
Lowe Wealth Advisors
Maryland
$31.4K
GWS
1004
Glassman Wealth Services
Virginia
$30.5K
GWM
1005
GSB Wealth Management
Connecticut
$29.8K
RF
1006
Rossby Financial
Florida
$29.6K
BCMLT
1007
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.3K
CRFG
1008
Columbia River Financial Group
Washington
$29K
AEPWM
1009
Atlantic Edge Private Wealth Management
Florida
$28.8K
JFG
1010
JDM Financial Group
Texas
$26.5K
BF
1011
BOK Financial
Oklahoma
$26.1K
Barclays
1012
Barclays
United Kingdom
$25K
HPIA
1013
Hamilton Point Investment Advisors
North Carolina
$24.9K
PFG
1014
Putney Financial Group
California
$23.8K
FFA
1015
Frazier Financial Advisors
Ohio
$23.5K
AWM
1016
Accredited Wealth Management
Kentucky
$23.5K
MSG
1017
Main Street Group
Virginia
$23.4K
WWM
1018
Wagner Wealth Management
South Carolina
$23K
BAM
1019
Bellevue Asset Management
Washington
$22.6K
TCM
1020
TD Capital Management
Tennessee
$22.4K
PP
1021
Pacifica Partners
Canada
$22.1K
HHGA
1022
Halbert Hargrove Global Advisors
California
$21.5K
IHWM
1023
Iron Horse Wealth Management
Iowa
$21.3K
ICM
1024
Islay Capital Management
Texas
$21.1K
SFG
1025
Stonebridge Financial Group
Pennsylvania
$20.7K