SCHA icon

Schwab U.S Small- Cap ETF

1,121 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
Holders
1,121
Holders Change
-34
Holders Change %
-2.94%
% of All Funds
15.23%
Holding in Top 10
56
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.42%
% of All Funds
0.76%
New
73
Increased
439
Reduced
449
Closed
77
Calls
$1.32M
Puts
$63K
Net Calls
+$1.26M
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
1001
Rothschild Investment LLC
Illinois
$31.8K +$937 +40 +3%
LWA
1002
Lowe Wealth Advisors
Maryland
$31.4K
GWS
1003
Glassman Wealth Services
Virginia
$30.5K
GWM
1004
GSB Wealth Management
Connecticut
$29.8K +$29.8K +1,273 New
RF
1005
Rossby Financial
Florida
$29.6K +$29.6K +1,300 New
BCMLT
1006
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.3K
CRFG
1007
Columbia River Financial Group
Washington
$29K +$29K +1,270 New
AEPWM
1008
Atlantic Edge Private Wealth Management
Florida
$28.8K
JFG
1009
JDM Financial Group
Texas
$26.5K
BF
1010
BOK Financial
Oklahoma
$26.1K +$17.4K +742 +199%
Barclays
1011
Barclays
United Kingdom
$25K
HPIA
1012
Hamilton Point Investment Advisors
North Carolina
$24.9K -$5.37K -229 -18%
PFG
1013
Putney Financial Group
California
$23.8K
FFA
1014
Frazier Financial Advisors
Ohio
$23.5K +$23.5K +1,002 New
AWM
1015
Accredited Wealth Management
Kentucky
$23.5K
MSG
1016
Main Street Group
Virginia
$23.4K +$47 +2 +0.2%
WWM
1017
Wagner Wealth Management
South Carolina
$23K +$2.06K +88 +10%
BAM
1018
Bellevue Asset Management
Washington
$22.6K
TCM
1019
TD Capital Management
Tennessee
$22.5K
PP
1020
Pacifica Partners
Canada
$22.1K
HHGA
1021
Halbert Hargrove Global Advisors
California
$21.5K +$21.5K +918 New
IHWM
1022
Iron Horse Wealth Management
Iowa
$21.3K
ICM
1023
Islay Capital Management
Texas
$21.1K
SFG
1024
Stonebridge Financial Group
Pennsylvania
$20.7K -$341K -14,570 -94%
OP
1025
ORG Partners
Indiana
$20.4K